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Executing a Year-End Checklist in Acumatica

PRESENTED BY
Cailee Hanson
Julia von der Horst

Simplify your year-end close in Acumatica with built-in automation and structured workflows. Learn how to eliminate manual checklists, reduce risk, and create a more accurate, repeatable financial process.

Key takeaways

  • How to build a repeatable year-end process in Acumatica using Business Scenarios.
  • How to automate key financial steps with recurring tasks and workflows.
  • How to improve accuracy and compliance, including simplifying reporting tasks like 1099s.
  • What tools in Acumatica help provide visibility and accountability throughout the close process.

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