Continuing in our Acumatica Payroll series, today’s tutorial will explore how to configure time tracking. Time tracking allows us to track employee time in payroll to calculate pay. First, be sure that you have set up payment methods specifically for direct deposit. See our tutorial from July on Setting up Payment Methods in Acumatica. There […]

To properly process payroll in Acumatica, there are several steps that need to be in place. In this tutorial, we will learn the first of four steps, how to set up payment methods. In subsequent videos, we will explore the next steps in the sequence: configuring time tracking, work locations, and taxes. For this demo, […]

Continuing our payroll edition, we are going to learn about Earning Type codes in Acumatica. These codes help organizations record hours and earnings information for employees. In Part One of this tutorial, we will provide an overview of how earning type codes work. Acumatica Payroll Start Acumatica and navigate to Payroll → Preferences → Earning […]

Acumatica Cloud ERP has one of the most comprehensive payroll systems on the market, and it is easy to use. With Acumatica Payroll, processing payroll does not have to take long hours to complete. This demo will be the first in a series of tips and tricks exploring this component of the popular Cloud ERP. […]

In this tutorial, we will review a few steps in managing 1099s in Acumatica. We will learn how to mark a 1099 vendor, how to print 1099s, how to run reports, and finally how to close the 1099 year. Acumatica Accounts Payable First, we will learn how to mark a vendor as a 1099 vendor. […]

In this tutorial, we work through the steps of entering a new fixed asset to the company records. This is a very simple process that is the first step in managing, converting, and depreciating fixed assets. Start by navigating to Fixed Assets → Profiles → Fixed Assets-+New or the New Fixed Asset button at the […]

In today’s tutorial, we are going to perform a task on the Acumatica mobile app. This demo is part two of a two-part series on entering and approving expense receipts. You can find Part 1 here. Enter the Acumatica app and sign in. Picking up from part one, tap on the Time and Expenses workspace […]

In today’s tutorial, we are going to perform a task on the Acumatica mobile app. This will be part one of a two-part series on entering and approving expense receipts. Once downloaded, we will enter the app and sign in. The first screen shows an overview of the company and tasks that may be performed […]

In this tutorial, we will learn how to process a credit adjustment in three simple steps. First, we will create the credit adjustment, then release the credit adjustment, and finally, pay the credit adjustment. In our example scenario, we have received a vendor’s debit memo charging $200 for additional services. Acumatica Payables For the first […]

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. […]