Our Contacts


70 Santa Felicia Dr

Goleta, CA 93117

2243 S. Depot Street, Suite 101

Santa Maria, CA 93455

Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: info@platformta.com

Year-End Close with Acumatica Webinar: Watch Now

Expert guidance to help you streamline your Acumatica year-end close.

Closing your books can be a chaotic and stressful time for finance teams. It is also one of the most time sensitive activities of the year. To help Acumatica users streamline their year-end close, we recently hosted our first Acumatica Year-End Close Webinar.

During our session, we walked through:

  • Managing financial periods using the master calendar
  • Locking periods versus closing periods in Acumatica
  • Closing the General Ledger and individual modules
  • Preparing 1099’s in Acumatica

If you missed the session or would like to revisit the content, you can access the full webinar recording and presentation slides here.