Why is the budgeting process so awful? It’s a question that seemingly pops up annually—usually right after the budgeting process wraps up. Here’s the thing. It doesn’t have to be. Here are just a couple ways to help it evolve. As we discussed in our last blog on the budgeting process, too often, the process … Read more
2020 is upon us. Not only does this mean a new year, it also means a new decade. However, while there are many articles looking forward at the big trends in the coming year, we’d like to take a moment to look back. Two years may not seem like a lot of time for a … Read more
A customer’s bank may require modifications to the ACH file that you send them from the Payables module during payment processing. Here are some steps to show how to modify or add additional fields and lines in that file. First, get the bank specifications from your customer or bank. In this scenario, Chase Bank required … Read more
It happens every year. Fire up the email and spreadsheets, it’s budgeting and planning season. The email leading up to the beginning of the process is sent out and a collective ‘ugh’ runs through your organization. Why? Because despite being a necessary way to set aside money, this annual tradition is inefficient, inflexible, and relatively … Read more
We get a lot of questions in support about how to process prepayments in accounts payable in Acumatica. Prepayments are used when you need to create an advance payment or a down payment to a vendor. There are two ways to create a prepayment. Standard way: enter the prepayment in the Bills and Adjustments screen. … Read more
Recently, Acumatica announced that 2018 R1 would be “retired” and no longer supported from the Acumatica team. I have had many discussions with the clients that I manage as to what it all means to them. We have clients who have different types of deployments which can play a major part on the decision of … Read more
2019 is coming to an end. However, leading up to the end of the year, there’s a holiday coming up, one that your employees may be heading home for. “Home” means different things to different people. For some, this may mean a few miles down the road, for others, it’s a cross-country flight away. Unfortunately … Read more
Sales keeps the business running, but who keeps the sales team running? The role of a sales manager is by no means an easy one. Whether you moved from rep to management or saw this as the ideal opportunity to move up the ladder, you know that managing a sales team is stressful. Just because … Read more
With Thanksgiving right around the corner, employees are heading home to see their relatives. It’s also a time for us all to take a second to look at the things we are thankful for, possibly eat a bit of turkey, and brace ourselves for the holiday season ahead. Are Manual Processes Replacing Gratefulness with Dread? … Read more
The sales process is incredibly important to your business—why are so many organizations leaving their sales teams with inadequate technology and tools they need to get the job done? Unfortunately, companies leave their sales team high and dry in a variety of steps in the sales process. It could be an issue getting from lead … Read more
Hopefully by now, you’ve upgraded to Acumatica 2019 R2! Acumatica is routinely adding new features and improving on current functions. Below are three quick how-to videos for previously added functions; one is exporting Generic Inquiry Parameters to Excel and Pivot Tables, another is Landed Costs and finally GDPR Compliance for Acumatica. Stay tuned for more short … Read more
No matter how complex your organization is, business success has always relied on a simple concept: Sell products or services that make more money than you spend. No matter how many moving parts exist, how many currencies you operate in, or how complicated the sales process, it all comes down to a simple concept: Your … Read more
If you work in accounts payable, you know that check runs can be a pain, and would welcome any ways to expedite the process of printing checks. Crestwood to the rescue! Did you know that in Acumatica, you can add a digital signature to checks before they print? Here’s how: Adding the Signature to the … Read more
Shipping options in Acumatica have been limited in the past, but now with Acumatica 2019 R2 and the integration with ShipEngine, you have your choice of over 20 different carriers. Think of ShipEngine as a carrier aggregator; whereas, in the past, you had your choice of FedEx, UPS (no ground options), and Stamps.com with limited … Read more
So many things go into the process of getting paid. Even if the quoting, the negotiations, and invoicing went smoothly, the process of getting paid, allocating a payment to an invoice, and accounting for a transaction presents its own challenge. Following last month’s blog discussing the challenges that go into getting the collections process, we … Read more
On the precipice of the next release (be sure to register for your local roadshow here), we’ve decided to take a look back at the mobile app enhancements that users have access to. Acumatica continues to get even better, and here are just a few reasons why. Acumatica Version 2018 R1 Enhanced Addition of Dashboards … Read more
Fabrication companies face an onslaught of challenges. Offshoring, recruitment, commodity fluctuation, and more—but one of the most pressing issues? Many are falling behind technologically. From marketing to management, the phrase “digital technology revolution” is a top priority for fabricators. Why Digital Technology is Right for Fabricators There is good reason for this: the increased presence … Read more
Analysts love to look at software. Whether it’s the ability to execute and market presence, functionality and usability, or any of the other criteria for ranking vendors and products, one of the most important albeit overlooked criteria is whether users like the software. Often, it’s hard to convince someone to review a product, and unless … Read more
There are many good reasons to switch your ERP (Enterprise Resource Planning) solutions to the cloud: cost, convenience, versatility, security, etc. But one especially good reason is the amount and types of risk that can be mitigated with Cloud ERP. What Risks are On-Premise Systems Vulnerable to? One of the major risks that organizations face … Read more
Take a look at your desk. What do you see? A stack of invoices, receipts, or other paper? Open your inbox. How many emails have an attached spreadsheet that needs to be edited? For growing businesses, the use of paper and spreadsheets is common, but as you grow, continued reliance on these is going to … Read more
When you think of the concept of quote-to-cash, there are many steps that go into the process and many areas for improvement. From the initial configuration and pricing to the contract creation and negotiation to sending the invoice, everything needs to move forward quickly and accurately. Following our last blog on the quote-to-cash process discussing … Read more
Tips from Acumatica Development I recently had a request to set a default value on a grid with the value of the field from the line above it. Let’s suppose you want to default the quantity on the Bills and Adjustments screen, with the quantity from the prior line. Consider using the pattern below. … Read more
Revenue is at the heart of your business. You can make the best product or provide the best service in the world, but if you’re not bringing in money, you won’t be in business for long. Few—if any—businesses can survive for long providing a poor buying experience for their customers, and as your business grows, … Read more
Recently, while attending our Acumatica team meeting, the conversation evolved into unfiltered comments from our consultants who are working with the new version, Acumatica 2019 R1. Here’s an overview – highlights, pros & cons, and some questions: Highlights First of all, everyone is excited about how many added features and changes were packed into Acumatica … Read more