Acumatica comes with over 250 standard reports; however, one of the most common requests we get is how to set up a Quarter-to-Date (QTD) financial report. Using Acumatica ARM, there’s no hidden columns needed – you just run the financial reports for a Quarter-end period. Here’s How: Here’s an example of a column output for … Read more
Custom Dashboards can be a powerful reporting tool, based on any information within the Acumatica system. They are visually pleasing and easy to see the data important to you. Acumatica dashboards are generally made up of one or several widgets, which are a report of some kind. You can also configure several different dashboards and … Read more
Here’s a handy tip when processing 1099s for a company set up with multi-branches. By configuring a reporting only branch, you can prepare consolidated 1099 data for each vendor for a company with multiple branches in Acumatica. No transactions are posted to this consolidated branch. Its sole purpose is restricted to reporting data. In this … Read more
Recently, I had a customer who had some recent turnover. During our conversation, I realized they were missing out on some of the great, but basic, features when trying to find data in Acumatica. No matter your version of Acumatica, these awesome nuggets of information hold true for anyone. Acumatica Filters All the Inquiry screens … Read more
Have you taken a look at the newest version of Acumatica – 2017 R2? Here are some things I overheard from my team when they first got it. Where did that go? It used to be here. Wow, I didn’t know that existed! Sometimes, when a new version is released and the user interface gets … Read more
Acumatica offers both Multi-Currency Accounting as well as Financial Statement Translation. Many users confuse the two, but they have completely separate functionality. In general, think of it this way. Multi-Currency Accounting is more “converting” a single transaction to a base currency and Financial Statement Translation is more “translating” an entire ledger to any other currency. … Read more
Welcome back to the second part of my Distribution Series blog. If you missed “Part 1: WMS – Which Management System & Where to Begin?” don’t worry, here’s the link. In part 2, I am going to expand into more detail on some of the Warehouse Management Solution features you need to think about specific … Read more
In its soon-to-be-released 2018 R1 version, Acumatica has added features to greatly improve the efficiency of the order processing entry for distributors. Meet the Quick Order Entry. Easy to setup and use Very effective – light Point of Sale tool Process an order from order to invoice with a single click We have seen Quick … Read more
I work with quite a variety of businesses that all use Acumatica Distribution in their own unique way. This is the first in a series of blog posts showcasing numerous technology needs of companies I’ve worked with that are manufacturing, assembling, or distributing products. Part 1: WMS – Which Management System & Where to Begin? … Read more
Acumatica comes with a full approval process built in. No matter what size company you are, everyone benefits by having an independent check on key transactions. These approvals prevent the accidental (or intentional) loss of cash flow which could take place on unauthorized purchases, credit limits and product pricing. Features of the Acumatica Approvals Process … Read more
There are various ways to add a drop-down list in Acumatica. You could use the “out of the box” “Attributes” that are available for most of the entities or you can create a drop-down list field using the Customization tool. Let’s say you just want to add a field and the dropdown list will not … Read more
ARM is a great tool for our customers with typical financial reporting needs. Use FYIsoft when you have the need for more complex financial reporting. FYIsoft is a web-based reporting tool that works easily with Acumatica. Learn how to migrate reports from a legacy ERP system and use FRx or Management Reporter. This saves many … Read more
Are you trying to increase your sales cycle and win more deals? Maybe you are trying to improve processes and efficiencies within your organization. Studies show that by using eSignature technology you can make this happen. What is eSignature? It’s basically an electronic signature. The person signs electronically and it provides the same legal standing … Read more
Crestwood Associates is humbled and honored to be the recipient of multiple awards and accolades at the Acumatica Summit in Nashville last week. Not only did our team receive reward and recognition, but our client, XByte Technologies, won Acumatica Customer of the Year. Here’s a quick look at the entire list of Crestwood wins. Customer … Read more
It’s that time of the year, and we’ve been getting a lot of inquiries on 1099 reporting. Here are a few of the top tips to share with you: If you are getting a blank 1099 MISC report, it’s probably due to the Branch not having the 1099 reporting box checked. Even after documents have … Read more
Sometimes, it’s the little things we get excited about. This is definitely one of them. Acumatica now has a new feature so that you can have two different logos: One for your Acumatica interface The other for your Acumatica reports It might not sound like a big deal, but I’ve had issues with sizing report … Read more
Here’s one of our favorite new time-saving features in Acumatica 2017 R2 – print and send out statements on demand. This ability to send current statements translates into faster payments on current invoices. For example, many businesses send statements to customers with their orders; however, customers also call in and want a copy of their … Read more
There’s a little secret you need to know if you use Acumatica for your ERP system. It is the most comprehensive reference area I have ever seen! Here’s the link: HELP.ACUMATICA.COM It’s almost overwhelming. First off, there are multiple items in the top menu: User Guides Quick Guides Installation Implementation Report Designer Customization Acumatica Framework … Read more
Do you use one of the more recent Acumatica 6.x versions? Do you export your Acumatica data into Excel so that you can use pivot tables? Have you found you can’t drill into the underlying transactions? If so, you need to try out pivot tables inside Acumatica! They’re great, easy to use, and the best … Read more
Acumatica recently release some changes when it comes to taking snapshots of your system. At a quick glance, you now need to have everyone out of the system prior to taking a snapshot. Here are the details: If you have questions or need some assistance, visit our support page for more help.
Email. We live in it, well at least I do. Being able to do more work within my email system is a good thing. Acumatica now lets you do just that. With the new Outlook Plug-In, you can: Look up a sender See history with a sender Create new contacts Mark leads & opportunities All … Read more
We are excited about the fall release of Acumatica, available the week of October 9th, 2017. There is a ton of increased functionality and productivity. Here’s my shortlist of favorite items: New User Interface – you have to see it! It’s more flexible, configurable, and personalized for the end user. For example, in the left-side navigation … Read more
Don’t run into conflicts with Screen ID’s when importing Generic Inquiries (GI) into Acumatica. When you export the GI from a source company as an XML file, it includes the Screen ID that was automatically assigned by the system. Then, when you import the GI to the target company, if there is another pre-existing GI … Read more
In Acumatica 6.1 and later 5.3 builds, when scheduling processes to run there are a few items to make sure of: Time zone – there has been a long running issue with scheduled processes that if the time zone is not “GMT (Universal….)” the scheduler doesn’t work correctly. Before this wasn’t an issue because it … Read more