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Tag: Acumatica

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Tag Archive: Acumatica

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Acumatica Quick Tips Video: Modifying User Interface and Renaming Terms

In this video we go over renaming and moving workspaces to fit your needs in Acumatica Cloud ERP. We also discuss how to change terminologies on a screen. Contact Us if you have any questions or would like more information…

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Recognizing AP Documents From PDFs in Acumatica Cloud ERP

Starting in Acumatica ERP 2020 R2, Acumatica has added the ability to recognize Accounts Payable Documents from a PDF. These documents can be brought into the system in either three ways: Option 1 The user can drag a PDF file…

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Acumatica 1099 Processing for Calendar Year 2020

Beginning with tax year 2020, businesses will now need to use Form 1099-NEC to report non-employee compensation in Acumatica Cloud ERP. Form 1099-MISC has been updated with rearranged box numbers for reporting certain income. 1099 MISC / 1099 NEC in…

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Acumatica Year-End Closing Processing

In this video we’ll go over year-end processing, 1099 processing and period end processing in Acumatica Cloud ERP and what changes are happening for 2021. Contact Us if you have any questions or would like more information about Acumatica features…

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Acumatica Physical Inventory

In this video we’ll look at Acumatica inventory and how to set up physical accounts inside Acumatica Cloud ERP. Some examples are physical inventory types and cycles. Watch the full video below. Contact Us if you have any questions or…

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Requiring Prepayments for Sales Orders within Acumatica

In Acumatica 2020 R2, Credit Terms for customers has added the ability to require Prepayments while taking a sales order. The new section Order Prepayments Settings only appears when the user selects the Customers option in the Visible To in…

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Acumatica Bank Reconciliation Training

In this video we go over how to reconcile cash accounts inside Acumatica Cloud ERP. We’ll also go over what you can do if you make a mistake while reconciling. Contact Us if you have any questions or would like…

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Restricted Visibility of Customer Records in Acumatica Cloud ERP

Starting in Acumatica 2020 R2, users can now limit access to customer accounts to employees of the specific company or branch.  These capabilities are now available if the new Customer Visibility Restriction feature has been enabled on the Enable/Disable Features…

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Acumatica Cloud ERP Budgets Training

In this video we’ll go over how to set up budgets in Acumatica Cloud ERP. We also dive into how to compare budgets with previous years inside the Acumatica system. Contact Us if you have any questions or would like…

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Velixo: Combining the Best of Microsoft Excel and Acumatica

Many businesses tell us that one of the biggest challenges with their data is having no single source of truth, yet they still use Excel every day. Why not have the best of both worlds? Velixo bridges the gap between…

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