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…
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…
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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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
