Acumatica Project Transactions Training | Project Accounting Workflow Explained
Welcome to this Acumatica training session presented by Central Nervous Systems (CNS) — your trusted Acumatica partner. In this class, we explore Project Transactions in Acumatica ERP, a key part of the Project Accounting module that connects financial and operational data across your business.
Learn how time entries, expenses, AP bills, purchase orders, and inventory transactions all flow into projects — providing accurate, real-time visibility into project costs, revenue, and profitability. This training is perfect for project managers, accountants, controllers, and Acumatica system administrators who want to understand how project data moves through the ERP.
💡 In this Acumatica Project Transactions training, you’ll learn:
✅ The complete project flow from time entry to customer billing
✅ How project transactions link with the General Ledger (GL)
✅ How to enter and manage time, equipment time, and expenses against projects
✅ How AP bills, purchase orders, and receipts affect project budgets
✅ How inventory issues and disbursements tie into project costs
✅ The difference between manual and system-generated project transactions
✅ How revenue transactions like customer invoices and deposits appear in projects
✅ How to review, adjust, and reverse project allocations in Acumatica
✅ Tips for managing WIP (Work In Progress) and project billing cycles
This Acumatica session includes a live demo showing how each type of project transaction flows through the system — helping you understand the mechanics of Acumatica’s Project Accounting in action.
If you want to master project-based financial management and streamline your accounting operations, this training is an excellent place to start.
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