Every department has tasks they perform on a regular basis and steps and procedures they will need to follow in order to perform the tasks accurately and ensure no tasks are missed. It is common for each department to create their own written steps and manually check them off as tasks are completed. Users can … Read more
This question came up from a customer recently, and it’s good one – so I wanted to share it. In Acumatica, on the GL entry screens and grids, users have the ability to create custom “Filters” which show as tabs across the top. These filters can be shared with other Acumatica users. However, by default, … Read more
At Crestwood, we are thrilled with the success of Acumatica and the mindshare it has gained among those considering new ERP deployments. We are continually impressed with the underlying technology, organizational responsiveness and leadership team. In short, we find Acumatica to be a terrific business partner, for our clients and Crestwood alike. The excitement we … Read more
I help many customers set up email functionality in Acumatica so they can email invoices to customers and PO’s to vendors. There are 3 basic parts: Properly configure email functionality in Acumatica Set customer properties to receive emails Set vendor properties to receive emails Click on each step to view/download the PDF instructions. If you … Read more
Check out all the new, time-saving features in Acumatica 6.x. No matter what industry you’re in, there’s something new in Acumatica for everyone. Finance Distribution CRM And in the platform Here’s a highlight of Acumatica new features we know you’ll want to have: Finance: Approval of Accounts Payable Documents – Set single or multiple approvals … Read more
When you go to look up a customer, vendor or stock item record, or even an AR Invoice or AP Bill in Acumatica, the screens force you to use the magnifying glass button to search for your record. I feel this isn’t always the quickest way to look up things in Acumatica. Did you know, … Read more
In the Acumatica Funds Transfers window, you can transfer funds from one cash account to another and include related service charges. Additionally, you can view the details of the recorded funds transfers. Funds can be transferred between accounts denominated to different foreign currencies. The system performs currency conversion by using the base currency and the … Read more
There are many instances when you need different calendars for various uses. For example: A calendar assigned to contract templates Work calendars for 3rd party add-ons for JAMS (Manufacturing) & Payroll Here’s how: Go to: Organization > Organization Structure > Configure > Work Calendar Once here, this form has common buttons in the toolbar are … Read more
Some banks require additional information in the header section of your ACH file in Acumatica. Here’s how: Your bank has requested you to add the following to the header of your ACH file: The $$ADD record needs to be added to the Header Record Section of the file. RID: ABCDEFG1 BIN: HIJKLM12345678 Below is an … Read more
When setting up your Acumatica system, you need to make sure you set up a Company Tree. Why? Acumatica uses a hierarchy system for escalating items that need approval; such as: Time cards Requests Requisitions Sales orders Purchase orders This hierarchy system in Acumatica is based on the order of groups specified by the tree … Read more
To prevent transactions from being posted to the wrong period, it is important to remember to close financial periods during your month-end process in Acumatica. If transactions gets posted to the wrong period, it can affect your financial reports, and that can be disastrous. We’ve created a step-by-step guide, with screen shots, to walk you through … Read more
If you already have Acumatica, you need to check these out! If not, send us an email at Marketing@Crestwood.com and see Acumatica for yourself – it’s an amazing system. In the latest release, Acumatica Version 6.0 there are three enhancements I am excited about. These all relate to the Parent/Child relationships. Sharing Credit Verification Rules … Read more
Recognized for Outstanding Leadership, Growth, and Expertise with Acumatica Acumatica announced at their 2017 annual conference, Crestwood Associates has been named Partner of the Year for 2016 in North America. “This year, we are honored to recognize the expertise and commitment from Crestwood Associates and name them as our top partner in the US,” Jon … Read more
Take your reporting capabilities to the next level with the introduction of Excel pivot tables in Acumatica 6. Pivot tables are one of the key business intelligence tools in Excel, and now you can create and share them within Acumatica without the extra steps of exporting or importing your data. 3 Main Parts of a … Read more
Some of the most common reporting questions I receive are around formatting dates. All date formats are controlled by formulas entered in the Column Set. You just need to enter them as their own line in the Header Section. Here are some tips to get you started. Acumatica Date Formats This formula gives you the Fiscal Period: … Read more
Creating and Making a New Payment Method Available on a Cash Account In Acumatica, there may be times when you need to create a new Payment Method to be used with your Cash Accounts. For example, you may have a new payment method if you started using credit cards or accepting credit cards for payment, … Read more
Do you use Favorites in Acumatica? If not, you’re missing a great organization tool. In Acumatica, you can tag your most frequently used items as Favorites. That way you have quick access to them every day. Here’s some tips on how to manage your Favorites list: To add a new item to your Favorites list, … Read more
In Acumatica ERP, access to information is controlled by the Security Role assigned to each user account. A role is a set of access rights that allows the security administrator to define access to the system resources down to the level of each form field. Example: We have an Accounting Clerk, in charge of entering … Read more
Creating an Entry Type and Making the Entry Type Available on a Cash Account In Acumatica, there may be times when you need to create a new Entry Type to be used with your Cash Accounts. For example: Credit Card Fees Interest Expense Interest Income Misc. Receipt Band Service Charges In order to use your … Read more
Did you know Acumatica has built-in functionality to handle vendor payments made by credit cards? In many other ERP systems, add-on software is required to keep track of vendor payments that are paid by credit cards. Reconciling credit card statement can become a time consuming task if the transaction volume is large. Typically, transactions processed … Read more
Most people, now days use credit cards for purchases. One of the things Acumatica handles smoothly is the ability to process credit cards. I’m going to show you how to set up the processing and payment methods for processing credit cards in Acumatica. If you’re using the Acumatica plug-ins for processing credit card payments, there are a … Read more