Tag: Acumatica

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Tag Archive: Acumatica

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Acumatica Cloud ERP Filters & File Training

In this video we discuss best practices for setting up filters in the system as well as properly attaching files within Acumatica. These strategies can help optimize your day to day workflow and ensure that you are looking at the…

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Acumatica Quick Tips Video: Document Recognition

In this video we demonstrate the new document recognition feature in Acumatica Cloud ERP. This is used to create bills based on an invoice for quick entries. Contact Us if you have any questions or would like more information about…

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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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Profit from ERP – Nice Link, Net at Work and Acumatica Cloud ERP (Podcast)

As the Covid-19 pandemic hit in March, Nice Link, a wholesale distributor of furniture began to see a slew of orders cancelled. Nice Link had projects underway to upgrade the backend software of his US based business. Quickbooks couldn’t handle…

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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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