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Graphs and icons on virtual screen background to show modern ERP software

When Should You Switch to Modern ERP Software?

in: Company News, Enterprise Resource Planning (ERP)

Modern ERP software has come a long way from the origins of enterprise resource planning systems several decades ago. Today’s ERP software can do more, in less time, than companies years ago dreamed of. If you’ve been running legacy ERP systems and wonder if you should switch to modern ERP software, we’ve put together a […]

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laptop and graphs and images showing reporting and business intelligence

How Leaders Benefit from Reporting and Business Intelligence

in: Business Intelligence, Company News

Reporting and business intelligence provide valuable resources to business leaders. Business intelligence helps leaders understand the full landscape as well as details about specific areas of the business. The data gathered within enterprise resource planning systems can be overwhelming, but with the right reporting and business intelligence tools, leaders are able to better understand and […]

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ERP and blockchain

ERP and Blockchain: Will This Year Be the Year?

in: Company News, Enterprise Resource Planning (ERP)

By now, you’ve probably heard the term blockchain in the news or read about it in a business journal. Blockchain is a permanent, immutable record of transactions. It can be used for anything that can benefit from being permanently recorded. For example, real estate transactions are being recorded on blockchain to ensure permanent title transfer […]

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Sage 300 Tips & Tricks

How to Reprint Customer Statements in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks, Sage 300 ERP

There are times when it is necessary to reprint a customer statement for a period that has already been printed. This is easy to do with a little-known feature in the Accounts Receivable module. In this example, we will work through the steps on how to reprint a customer statement in Sage 300. Sage 300 […]

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Sage 300

How to Use Provisional Posting in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks, Sage 300 ERP

In this tutorial, we are going to review how to use provisional posting to test the effects of changes on the general ledger before posting actual amounts permanently. This is particularly useful when needing to make month- or year-end adjustments, yet first wanting to make sure you have entered all transactions needed before posting. For […]

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Acumatica

How to Process a Debit Adjustment in Acumatica

in: Company News, Acumatica, Acumatica Tips and Tricks

In this tutorial, we will learn how to process a debit adjustment in three simple steps. First, we will create the debit adjustment, then release the debit adjustment, and finally, apply the debit adjustment to a bill. In our example scenario, we have received a vendor’s credit memo giving a $20 discount on a bill. […]

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use of business intelligence

Three Ways to Use Business Intelligence to Improve Cash Flow

in: Business Intelligence, Company News

Did you know that you can use business intelligence to improve your company’s cash flow? The use of business intelligence is common in many industries but using it for the specific purpose of improving cash flow may not be well known. Here’s how your business intelligence system can help you get paid on time, almost […]

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compare home health care software

Seven Tips to Compare Home Health Care Software

in: Company News, Home Health Care

When you need to compare home health care software, having a set of guidelines to help you sort through the many features and benefits can be of great assistance. A good home health care software system provides essential support for many of your agency’s needs—accounting, billing, inventory, and more. With the right software, you’ll have […]

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Acumatica Tips & Tricks

Using the Quick Process Action in Acumatica Sales Orders

in: Company News, Acumatica, Acumatica Tips & Tricks

In this tutorial, we are going to explore the Quick Process function in Acumatica. We will answer what it is and how it can be used. Start Acumatica and navigate to Sales Orders. Here we have a sales order with 3 stock items and one non-stock item. The non-stock item is marked as requiring shipment. […]

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ERP Best Practices

Year-End ERP Best Practices

in: Company News, Enterprise Resource Planning (ERP), Acumatica

ERP best practices include many things, but data cleanup is one that’s rarely talked about. It’s not as attention-getting as cyber security, but it merits the attention of business owners. Why? Because data lies at the heart of a good ERP system. If the data isn’t clean, the information provided by the system can be […]

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