Add start month to automated year attached to courses etc
For courses and activities, the year auto-populates in the listing, but the accounting department needs the month to be part of that, otherwise they have to manually go into each listing to find out what month the course happens and where to book the revenue
Completed Oct 2020. Adding the start date to the Salesforce report accenting uses to enter data into Acumatica is sufficient.
Becca Polglase commented
Barbara, Tom and I have met about budgets and really need the start month to show up in the title. We have moved to accrual, which includes deferring revenue to the start month. The salesforce report Barbara uses https://mountaineers.my.salesforce.com/00Oi0000006522i does not include the start month. Another solution would be to create a SF report that includes the start month. This is very important to budget accuracy.