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Tag: Acumatica

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Tag Archive: Acumatica

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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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Acumatica Business Events Training: Set-up Automated Emails, Text Notifications and More

In this video we go over setting up a business event (formerly called Automation Notifications) in Acumatica Cloud ERP and how to configure them. Business events can be used to set up automated emails, text notifications, and even run import…

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Acumatica Quick Tips Video: Installing Demo Data

In this video we cover how to add demo data to an existing system in Acumatica Cloud ERP. This will allow you to have access to the already built dashboards and inquiries that Acumatica offers. Contact us if you have…

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Setting Up Audit History Within Acumatica

Acumatica gives you the ability to turn on Audit History for most screens within Acumatica. You can see the History by clicking on the Tools Menu on each screen and selecting Audit History. However, if Audit History is not turned…

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Acumatica Cloud ERP Odata Training Tips

In this video we cover connecting excel to a generic inquiry using Odata. This is useful if you would like to use excel to filter and sort data using excel rather than using the functionality inside Acumatica. Contact us if…

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