Acumatica Month-End Closing Process | Financial Procedures, Accounting Discipline & ERP Best Practices
Welcome to Central Nervous Systems’ Acumatica Training Series, where we help Acumatica users master the essential processes that keep your ERP running smoothly.
In this session, we dive into one of the most critical accounting workflows in any organization — the Month-End Close Process in Acumatica ERP.
This class provides an in-depth overview of month-end procedures, financial module management, and best practices for achieving an accurate and timely close. Designed for accountants, controllers, CFOs, and Acumatica administrators, this training emphasizes structure, discipline, and consistency in your monthly reporting.
💡 In this Acumatica Month-End Training, you’ll learn how to:
✅ Develop a disciplined month-end routine to ensure consistency and accuracy
✅ Define a clear month-end plan and schedule for your team
✅ Manage closing procedures across Accounts Receivable (AR), Accounts Payable (AP), Cash Management, Fixed Assets, and Projects
✅ Understand materiality and revenue recognition best practices
✅ Post accruals, payroll, time, and expenses correctly before close
✅ Lock financial periods and restrict access to prevent post-close changes
✅ Establish approval workflows to protect financial integrity
✅ Reconcile key accounts including bank balances, AR/AP aging, and tax liabilities
✅ Ensure accuracy in project billing and expense allocations
✅ Align financial results with business drivers for better decision-making
This session blends practical ERP walkthroughs with strategic financial insights, showing how to use Acumatica to standardize your month-end process — from posting final transactions to generating accurate financial reports and locking periods for compliance.
🎓 About the Training Series:
Central Nervous Systems offers weekly Acumatica training classes covering ERP administration, accounting, CRM, and operational workflows. All sessions are recorded and available on demand for CNS clients at:
👉 acumaticaengineering.com/maintenance-classes
Explore upcoming sessions at:
👉 acumaticaengineering.com/acumatica-training
You can also find additional ERP tips, best practices, and follow-up Q&A videos on our blog:
👉 acumaticaengineering.com/blog
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