Time and Expense Review in Acumatica | Acumenica Engineering Training
In this detailed Acumatica Time and Expense Review training, learn how to effectively manage, enter, and review time and expense records for projects within the Acumatica ERP system. Hosted by Acumenica Engineering, this session is part of the ongoing weekly Acumatica project management training series, designed to help users enhance their understanding of core Acumatica features and workflows.
This session covers the complete workflow for time entry and expense tracking — from equipment and employee time cards to expense receipts and claims — ensuring accuracy in GL postings, project cost control, and billing management.
💡 In this training, you’ll learn:
✅ How to enter and manage equipment time cards in Acumatica
✅ Understanding rate types (Run, Setup, Suspend) and how they affect project costs
✅ How non-stock items connect to GL accounts for automated posting
✅ Step-by-step process for employee time card creation and linking labor items
✅ How to track and review crew time entries
✅ Entering expense receipts and converting them into expense claims
✅ Best practices for approvals, submissions, and GL integration
📘 The instructor walks through a live demo inside Acumatica, showing how to create and submit time cards, select rate types, apply billable flags, and manage project-level financial visibility. Whether you’re managing construction projects, professional services, or engineering operations, this tutorial demonstrates how to maintain accurate time and expense reporting in Acumatica.
🎯 Who should watch:
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Acumatica users responsible for project accounting or operations
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Finance and project managers tracking time and expenses
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Companies using Acumatica Construction Edition or Project Accounting Module
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Users preparing for Acumatica certification or internal ERP training
All sessions, including this Time and Expense Review, are available at acumenicaengineering.com/training. Future topics include Project Quotes and Financial Budgets in Acumatica.
Keywords:
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