Accounting

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Billing and receivables

• Accounts receivable cheat sheet
• A/R Finance Charge Update
• Print a Monthly A/R Finance Charge Journal
• Reconcile receivables and payables

Accounts Payable

• Accounts payable cheat sheet
• Look up a check payment
• Void A/P check payments
• Non vendor checks

General Accounting - GL

• General Ledger Accounting overview for new Inform users
• General ledger cheat sheet
• Maintain your general ledger accounts
• Make a general ledger inquiry
• Group your general ledger accounts

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Inventory

• Account for freight costs
• Drop shipment inventory flow
• Inventory costing methods
• Change inventory cost method
• Inventory cost overrides

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Month end close

• Understand the sales tax journal
• Month end close overview
• End of Month close process and reports
• Customer statements & finance charges
• Checklist for month end close

Year end close

• General Ledger End of Year Close Process

Tips before go-live

• Submit opening general ledger balances
• Accounting reports and inquiries
• Accounting training overview
• Get started with the general ledger
• Prepare financial information for Go-Live

First steps after go-live

• So I’m live – now what?
• Data validation
• Universal system conventions
• Daily accounting functions after initial go live