Accounting (How-To) | Acumin Documentation

Account Payable - Paying AP Vendor Invoices by Credit Card
Account Payable Process - Quick Start
Account Payable - Debit Notes - When there is no Payable Invoice (AP) Balance to Apply Against
Account Payable - AP Payments in Foreign Currency
Bank Reconciliation Process - Quick Start
Bank Reconciliation Process - Cheque Clearing Process Only - Quick Start
Deposit workflow - end user slips (yellow books) creation, submission. Batching into bank deposit slips (green books)
Cash Allocation - Impact on Cash Receipt Allocation when issuing AR Write-Offs & Credit Notes
Chart of Accounts - Renumber, new, subaccount use, add to financial statements schedules - Quick Start
Cheque - Cancel a converted General or Trust payment
Cheque - Process for Cancelling General or trust Payments
Cheque - Using a Negative Debit Memo to Cancel a General Payment (Converted or Not)
Credit Note - Apply a negative deposit on a fully paid invoice to Issue a credit note and a refund or transfer to trust
Financial Budget set-up and report options - Quick Start
General Ledger - Master GL accounts and their ID number
General Ledger - Month-End and Year-End Process
General Ledger - Month-End and Year-End - Journalizing Unbilled Time
General Ledger - Understanding Cash Accounting Behavior in Acumin
General Ledger - GL Operations - Invoice Process - Concept & Explanation
General Ledger - GL Operations - Setting up Disbursements Codes
General Ledger - GL Operations - Setting up Time Entry Codes (exception)
General Ledger - GL Operations - Non-Chargeable Entries
GL Bank Account - Restrict trust cheque creation and trust cheque requests
GL Bank Account - Implementing Trust Functionality Without a Physical Trust Bank Account
GL Bank Account - Setting Up Bank Branches for General or Trust Bank GL Accounts
GL Bank Account - Setting Up Bank Accounts for General or Trust Bank GL Accounts
GL Bank Account - Setting-Up a New General or Trust GL Bank Account
Journal Entries - Managing Automatic JE, Reversing, Recurring & Templates
Sales Tax Report & Reconciliation - Quick Start
Templates - How to Stop the Creation of General Payments, AP Vouchers, or Journal Entries from a Recurring Template
Trust Deposit - How to modify the "number of days held"
Trust Transfers - How to proceed with Matter, Client and Account Transfers
Trust Investment and Redemption Module - Quick Start
How to Apply Interest First, Then Pay the Remaining Balance