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Month-End Closing Process/Checklist - Acumatica

  • November 19, 2024
  • 3 replies
  • 135 views

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I am currently looking to streamline our month-end closing process in Acumatica (Manufacturing Module) and was wondering if anyone could share their best practices or a checklist, they use to ensure a smooth and efficient closing process.

Key steps/checkpoints for month-end close.

Any modules or features in Acumatica that you find particularly helpful.

Recommendations for reports or reconciliations to run during the process.

Common challenges and how you address them.

If you have a checklist or process flow that you can share, I would greatly appreciate it.

Best answer by MuthumaliDhanushika27

Hello ​@sbhattarai 

Please follow the steps mentioned in this help document. It explains the procedure for closing manufacturing.

 

https://help.acumatica.com/(W(110))/Help?ScreenId=ShowWiki&pageid=8a0d3bde-30f2-4574-9336-3b8913d6cb6b

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3 replies

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • November 19, 2024

Hello ​@sbhattarai ,

Did you already view the free Help, step-by-step Closing instructions and Videos provided by Acumatica? Manufacturing doesn’t have a closing process screen, per se.

Laura


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  • Author
  • Freshman I
  • 10 replies
  • November 19, 2024

Yes, I have reviewed the articles and videos provided by Acumatica and have built a process based on them. However, I feel it is still incomplete and could be improved. I would love to gather additional ideas to make it more robust and efficient.


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Hello ​@sbhattarai 

Please follow the steps mentioned in this help document. It explains the procedure for closing manufacturing.

 

https://help.acumatica.com/(W(110))/Help?ScreenId=ShowWiki&pageid=8a0d3bde-30f2-4574-9336-3b8913d6cb6b


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