Learn how to use the finance and banking module in SAP Business One to track money and assets, set budgets, make payments, manage accounts, run reports, record inventory, and more.
Overview
Syllabus
Introduction
- The power of SAP finance
- What you should know
- Posting periods
- Financial reporting
- Cash flow
- Aging
- Comparison reports
- General ledger reports
- Exporting reports to Excel
- Chart of accounts
- Business partner accounting tab
- Adding a journal entry
- Recurring postings
- Reverse transactions
- Drafting journal vouchers
- Invoice payments
- Incoming payments
- Making deposits
- Credit cards
- Outgoing payments
- Printing checks
- Payment wizard
- Set up fixed assets
- Asset master data
- Depreciation runs
- Retirement of assets
- Running reports on assets
- 1099 setup
- 1099 reporting and editing
- Sales tax
- Set up budgets
- Running budget scenarios
- Budget warnings
- Running budget reports
- Takeaways
Taught by
Steven Lipton
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