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Acumatica Training, Tips, Tricks, Videos on Features, Modules and 3rd Party Solutions
By: Net at Work Team
The Ultimate Dynamic Duo: How Solver and Acumatica Streamline xFP&A
The business landscape today is as complex, competitive, and fast-paced as it’s ever been. Companies must stay on top of trends in the economy and adapt to them quickly if they want to grow. As these and other business challenges…
By: Net at Work Team
The Food Distribution Industry Comes Together at IFDA 2024
Are you part of the food distribution industry? We’d love to meet you at IFDA 2024, which takes place September 22-25 in Kansas City, Missouri. This annual conference is held by the International Foodservice Distributors Association, which was created in…
By: Net at Work Team
Bulldozing Technology Adoption Barriers: How Construction Companies Can Thrive Amidst Volatility
The construction industry is experiencing an era of labor shortages, continued supply chain issues (particularly with some electrical equipment), contractor backlogs, and industry experts project little or no overall growth in the sector for the next two years, according to…
By: Net at Work Team
How Distributors Can Thrive in Change with the Help of Digital Solutions
Distributors are facing a growing number of labor challenges, including worker shortages, difficulty recruiting high-quality candidates, retention of current employees, and others. In a 2022 Baird-MDM survey, 26% of respondents stated that labor and productivity issues were the biggest risk…
By: Net at Work Team
Streamline Your Construction Estimating Process with Acumatica
In today’s competitive construction landscape, accurate and efficient estimating is essential—not only to secure bids but also to keep projects on time and within budget. If you missed our recent live event on Acumatica Construction Estimating, no worries. The full…
By: Net at Work Team
Acumatica Summit 2024: Valuable Insights and a Clear Vision
From groundbreaking product announcements to insightful keynotes and networking with industry leaders, Acumatica 2024 was packed with valuable insights and a clear vision on how their technology will help businesses build the future together. Seventeen Net at Work employees and…
By: Net at Work Team
Wholesale Distributor Realizes 25% Efficiency Gain with Move to Acumatica
Wholesale Distributor Realizes 25% Efficiency Gain with Move to Acumatica. Midway Industrial Supply has been a stalwart in the industrial sector for nearly six decades, serving the Mid-Atlantic region through the supply of power transmission and industrial products and repair…
By: Net at Work Team
Learning and Connection Opportunities Abound at Acumatica 2024 Summit
Booth #506
As an Acumatica President’s Club partner and Silver Sponsor, we’re excited to be part of the Acumatica 2024 Summit, which will take place January 28-31 in Las Vegas. We’re even more excited to invite you to visit us at Booth…
By: Net at Work Team
Technology Roadmap Best Practices for Wholesale Distributors
Wholesale distributors who strategically adopt a next-generation ERP (Enterprise Resource Planning) system will have the tools to meet today’s challenges while preparing for tomorrow’s issues. But those who strategically adopt modern technology, centered around a modern or next-generation ERP (Enterprise Resource…
By: Net at Work Team
Intelligent Pricing as the Cornerstone of Your Distribution Pricing Strategy
Intelligent pricing is a data-driven approach used by many of today’s small-to-mid-sized distributors that provides optimal pricing based on historical buying behavior, real-time demand, location, and other factors. As more distributors seek better ways to maximize profitability, strategic pricing has…
By: Net at Work Team
Industrial Equipment and Design Powerhouse Takes Innovation to the Next Level
As their highly-customized ERP and CRM applications reached the end of their functional usefulness for the wholesaler, HOJ Innovations did what it does best—it looked to technology for solutions. When “innovation” is part of your name, you’ve already set the…
By: Net at Work Team
The Roundtable Recap: Business Automation in Modern Distribution
Modern Distribution Management’s Tom Gale led a panel of experts as they distilled decades of distribution experience into best practices for applying business automation The process distributors undergo to choose automation tools is often based on their specific needs and…
By: Net at Work Team
HVAC Distributor Riley Sales Turns Up the Heat on Its Technology Transformation
From Outdated, On-premise ERP to Acumatica Cloud — Riley Sales Trusts Net at Work to Guide its Digital Transformation As a business grows, its technology needs to evolve. Riley Sales, a premier HVAC distributor with locations throughout Pennsylvania and New…
By: Net at Work Team
Acumatica Summit 2023: A Recap
Acumatica Summit Celebrates, Discovers and Imagines Where Digital Transformation Can Take Wholesale Distributors and Retailers As the community came together this year for the Acumatica Summit in Las Vegas, each day’s events and activities were laced with three themes: Celebrate…
By: Net at Work Team
Smooth Out the Boom-and-Bust Cycle for Your Construction Business
As an executive in the construction industry, you’re used to the boom-and-bust cycle, but the current climate is harder to categorize. Despite record-high inflation rates, a tight labor market, and sharp interest rate increases, the short-term forecast for the construction…
By: Net at Work Team
Project Spotlight: How JR’s POS Depot is Forging Ahead with Net at Work and Acumatica
JR’s POS Depot are distributors of a full complement of point-of-sale equipment to financial institutions and gateway partners. Founded more than 20 years ago, JR’s POS Depot has a well-earned reputation for providing a wide-range of equipment coupled with value-added…
By: Net at Work Team
Acumatica Cloud ERP – How to Setup Bank Feeds
In this video we go over how to set up Bank Feeds and use them in Acumatica Cloud ERP. We’ll review automating the bank feeds, which is a new module for Acumatica that came out in late 2020. It allows…
By: Net at Work Team
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…
By: Net at Work Team
Acumatica Quick Tips Video – BigCommerce Connector
In this video we go over enabling BigCommerce connector in Acumatica Cloud ERP, as well as connecting the two systems together. Contact Us if you have any questions or would like more information about Acumatica features and enhancements.
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
Acumatica Physical Inventory
In this video we’ll look at Acumatica inventory and how to set up physical counts 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…
By: Net at Work Team
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…
By: Net at Work Team
Project Spotlight: Designs on Growth – Net at Work Helps Nice Link Home Furnishings Scale
A direct importer of fashion-forward furnishings from China, Nice Link Home Furnishings distributes its products through major eCommerce and brick-and-mortar retailers including Wayfair, Costco, Ashley, and Macy’s. Nice Link, running on QuickBooks, knew it needed to modernize its company’s technology…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Lauren Ryan
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…
By: Net at Work Team
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…
By: Net at Work Team
What are Acumatica’s Cloud ERP Editions?
Acumatica is a comprehensive solution with vast capabilities in its Financial Management, Distribution Management, Manufacturing Management, Customer Management, Field Service Management, Project Accounting suites, and is highly configurable and extensible. Acumatica Editions All Acumatica application suites are web-based and integrate…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
Acumatica Cloud ERP Video Tip: Setting Up Automated Email Reports
In this video we cover how to set up a system email account in Acumatica. Then we will use that system email account to schedule a daily automated email report. Contact us if you have any questions or would like…
By: Net at Work Team
Acumatica Cloud ERP Training Video: Month End Processing
In this video we will cover how to perform month end processing inside Acumatica. We’ll look at closing each module such as banking, receivables etc. and what go over what are the best processes. Contact us if you have any…
By: Net at Work Team
Acumatica Outside Processing for Manufacturers
In the Acumatica Manufacturing Edition, one of the newer features is Outside Processing. This feature is extremely helpful for those manufacturing shops that do part of the manufacturing themselves but have outside vendors assist with other parts of the production….
By: Net at Work Team
Acumatica Quick Tip: Import Scenarios
Do you know that you can do more with Acumatica Import Scenarios than just imports? With Import Scenarios, you can execute many menu commands. Below is an Import Scenario that deletes a Sales Order with execution. Contact us if you…
By: Net at Work Team
Acumatica Reporting Tips Video: Financial Reporting Training
In this video we cover how to set up reports definitions in Acumatica Cloud ERP. This will allow you to modify report such as profit and loss, balance sheet, and more. Contact us if you have any questions or would…
By: Net at Work Team
How to Configure User Security in Acumatica Cloud ERP
In this video we cover how to configure user security in Acumatica Cloud ERP by looking into security preferences, Roles, Access History and much more. These setting allow you to choose how often an employee has to change their password…
By: Net at Work Team
Acumatica Cloud ERP Platform Enhancements to the Management of the Automation Schedule History
For those who are using Automation Schedules in Acumatica Cloud ERP, you need to use the Automation Schedule History Screen in Acumatica 2020 R1, so you can view the history of the schedule executions, review any errors, and delete particular…
By: Net at Work Team
Acuamtica Tips Video: Modifying Existing Reports (Acumatica Report Designer)
In this video we go over how to add another field to an existing report in Acuamtica Cloud ERP. We also show how to download edit and upload a modified version to Acumatica. Contact us if you have any questions…
By: Net at Work Team
Acumatica 2020 R2 BETA is Available for Testing
New features in Acumatica Cloud ERP 2020 R2 includes Multiday Appointments and Negative Extended Prices Lines on AR invoices! Contact us if you have any questions or would like more information about new features and enhancements in Acumatica ERP 2020…
By: Net at Work Team
Acumatica Tips Video: Custom Fields Using Customization Projects
This video will show you how to add a custom field to a screen in Acumatica Cloud ERP. This customization does publish to the Acumatica instance that will log everyone out. Make sure to have all users out of the…
By: Net at Work Team
Acumatica Tips Video: Dashboards
In this video we cover how to set up widgets on dashboards in Acumatica Cloud ERP. We also go in depth about using filters to display different variations of your data using saved filters. Contact us if you have any…
By: Net at Work Team
Acumatica Cloud ERP Substitution Lists: New Feature to Import Scenarios for Acumatica 2020 R1
In the latest release of Acumatica 2020 R1, you can now create a substitution list. No more doing VLOOKUPs before the import or using functions to calculate a value. Now, you can call the Acumatica Substitution List Screen (SM206026) by…
By: Net at Work Team
Acumatica Quick Tip: How to Add Forms to Your Entry Screens
Do you or your customers have multiple forms for Sales Order or Purchase Order entry? If so, here is how to add the forms in Acumatica Cloud ERP to the reports menu on the screen so you don’t need to…
By: Net at Work Team
Why QuickBooks Users are Moving to Acumatica Cloud ERP
As a small company, a basic accounting system met your needs. But if you start thinking about managing and tracking inventory, integrating financials with an eCommerce site, or even consolidating multiple business entities in your financial reporting, it becomes obvious…
By: Net at Work Team
Is Your Acumatica Database Getting Full of Attachments and Images?
By default, Acumatica Cloud ERP stores the files attached to documents in the Acuamtica database which can grow larger over time. Alternatively, Acumatica can now store the files outside of the database – either in a local folder on the…
By: Net at Work Team
Acumatica Tips Video: How to Add User Defined Fields Using Attributes
In this video we cover how to add user defined fields to a screen in Acumatica Cloud ERP. See how to add this modification to the Acumatica bills and adjustments screen as an example. Contact us if you have any…
By: Net at Work Team
Acumatica Cloud ERP: Additional Columns and Dimensional Accounting
Within Acumatica did you know that you can see the Vendor, Customer, and Item a Journal Entry went to without any additional configuration? By clicking on the Column Configuration on the Journal Entry Lines, you can add the additional fields…
By: Net at Work Team
Acumatica Tips Video: User Defined Fields
In this video you’ll learn the basics about creating user defined fields in Acumatica Cloud ERP. We will cover using attributes to create them and give you an introduction to another method using customization projects. Contact us if you have…
By: Net at Work Team
Acumatica Mobile: Scanning Expense Receipts
Acumatica 2020 R1 adds the ability to apply scan expense receipts from its mobile app. In Acumatica ERP 2020 R1, users can now scan expense receipts to simplify the process of creating records on the Expense Receipts screen. When a…
By: Net at Work Team
Acumatica Finance: Check Register Inquiry
Acumatica ERP 2020 R1 added the ability to easily see check applications. A new inquiry form, Check Register (AP404500), lets Acumatica Cloud ERP users find out whether a particular check number has been used and, if it has, by which…
By: Net at Work Team
Solving Field Service Management Challenges with Acumatica Cloud ERP
Effectively managing the challenges of field service operations requires a business management solution like Acumatica Cloud ERP which has built-in functionality designed specifically to meet the needs of Field Services. In this on-demand webcast we’ll show how the Acumatica Field…
By: Net at Work Team
Acumatica Finance: Application of Payments to Particular Lines of AR Documents
In many industries, organizations need to manage sales and payments at a granular level, that is, by the individual lines of account receivable invoices. In previous versions of Acumatica Cloud ERP, the system allowed users to apply payments fully or…
By: Net at Work Team
Acumatica Quick Tips Video: Editing Generic Inquiries
In this quick tips video, we’ll cover editing and modifying a generic inquiry in Acumatica Cloud ERP. Watch an example as we go over step by step how to add an additional column and address line to the customers screen…
By: Net at Work Team
Acumatica Cloud ERP Product Update: Wave Picking Available in 2020 R1 Release
Companies with large warehouses can significantly increase the efficiency of their warehouse operations by using advanced methods of picking items for shipping, such as wave picking and batch picking workflows now available in Acumatica. Creation of a Picking Worksheet in…
By: Net at Work Team
Acumatica ERP Inventory and Order Management: Correction of Sales Order (SO) Invoices
Acumatica has added some amazing features into their 2020 R1 release. This blog post is a great read for those who need to correct any Sales Order Invoices in Acumatica. Previous versions of Acumatica Cloud ERP provided no ability to…
By: Net at Work Team
What is Acumatica Cloud ERP?
Successful companies know the value of having visibility and #ERP & CRM over their business. #Acumatica enables you to drive growth, manage costs, and be productive. Acumatica Cloud ERP is the only secure, cloud, and browser-based Enterprise Resource Planning (ERP)…
By: Rachael Afolabi
Wholesale and Distribution: Leveraging ERP to Stay Ahead
Over the last several years leaders in the wholesale distribution space have discovered that the secret to managing customers’ demands is to take advantage of the most up-to-date, emerging capabilities that ERP and related digital technologies can offer. In addition…
By: Net at Work Team
ROI and Impact of Adopting Acumatica Cloud ERP
This study from Forrester Consulting shares hard data on the advantages of going live with Acumatica Cloud ERP.
By: Net at Work Team
Acumatica Cloud ERP Demo – An Overview of Acumatica True Cloud ERP
Acumatica is the fastest-growing provider of Cloud ERP software for small to mid-sized businesses. Built on the world’s best cloud and mobile technology, Acumatica delivers a modern solution for ERP and CRM.
By: Net at Work Team
Acumatica ERP Inventory – Taking Inventory Management to the Next Level
More and more businesses are losing money by not having control of their inventory. Let us show you how the Acumatica Distribution Edition can help you with tracking of inventory, warehouse automation, purchasing & shipping — all built within the system. No more 3rd party solutions!
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