Course Content
Setting up Accounting Module
In this Topic we will cover setting up the accounting module, these are all essential steps to take in order to properly configure your accounting module. Setting up the accounts is very crucial because it is the base of any ERP. Therefore, carefully follow the lessons in this topic to gain a deep understanding of the process.
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Chart of Accounts Setup
03:15
Tax and Currency Setup
04:15
Banking Setup
02:07
System and GL Setup
02:28
Importing/Exporting Chart of Account
02:04
Accounting and Banking Transactions
In this topic we will cover the many transactions that can be created in the accounting and banking module, from creating manual JV's to transferring between bank accounts. We will also dive down in more advanced features like budget creation and monitoring.
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Creating JV and Bank Transfer
02:34
Creating Payments and Deposits
01:28
Supplier Payments and Customer Payment
02:24
Budget and Accrual Management
00:00
Voiding Transactions and Attachments
00:00
Bank Reconciliation
00:00
Closing of Fiscal Year/Period
00:00
Financial Reporting Analysis
In this topic we will cover the two methods of getting our reports and analysis in the accounting and banking module, inquiries and reports.
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Inquiries and Viewing Transactions
00:00
Extracting Reports
00:00
Accounting and Banking
About Lesson

In this lesson we will cover how to extract and view the accounting and financial reports from Solution ERP, we will briefly cover the added value and the benefits of each report. We will also cover what is the use case of each report.

The reports are always up to change, and you might find minor changes or adjustments to names/content/filters which may be introduced in future versions of Solution ERP. 

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