General Ledger

Creating Periods for the New Financial Year

Sectors

General Ledger Allocations

Year-End Checklist

Standing Journals

GL Posting Journal Batches

GL Journal Batch

General Ledger Allocation – Configuration

Allocation Types

Year End Process - Overview

GL Journal Transactions

Importing Journals

Budgets

GL Reporter

GL Reporter – Multi-Currency and Joint-Venture Reporting

GL Reporter – Running Reports

Overview of how to complete month and year end processes correctly

Year End / Month End- done right

How to identify a tax imbalance in COINS ERP+, what causes it, and how to report it to the support team for resolution.

Understand and report a tax imbalance in COINS ERP+

How to temporarily reopen a closed financial year in COINS to post audit adjustments, using the Change Financial Year function in Toolbox.

Reopen a closed financial year for audit adjustments

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Sunil Pandya

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