Summary
The Financial module encompasses Accounts Payable, Accounts Receivable, and the GL. All areas of your business, AP, AR, Wholesale, Inventory, and Point of Sale integrate to the General Ledger in the AMS system. In this class attendees will learn how to create and post batches in both AP and AR. How to do change open invoices and do a check run, including how to do print a single check when multiple payments are due. Attendees will learn what can be edited once a batch is posted. Attendees will learn how to add a new vendor and AR customer and the significance of the fields in their profiles. Attendees will learn how to post journals to the GL and the basics of the General ledger module including the general ledger inquiry menu, running a trial balance report, running financial statements and closing periods.
Who Should Attend:
AP and AR clerks and accountants who are new to AMS or need a refresher course in the AMS financial module.
After this course, attendees should be able to:
-Add vendors and customers
-Create AP and AR batches
-Change open invoices and create a check run
-Post journals to the GL
-Run GL reports and use the General Ledger Inquiry menu