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Acumatica Tips & Tricks

Using Acumatica Payroll: Configuring Time Tracking

Using Acumatica Payroll: Configuring Time Tracking

in: Acumatica Tips and Tricks, Acumatica Tips & Tricks, Acumatica, Company News

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 […]

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How To Set Up Payment Methods in Acumatica

How To Set Up Payment Methods in Acumatica

in: Acumatica Tips and Tricks, Acumatica Tips & Tricks, Acumatica, Company News

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, […]

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How To Set Up Earning Type Codes in Acumatica, Part 1

How To Set Up Earning Type Codes in Acumatica, Part 1

in: Acumatica Tips & Tricks, Acumatica, Company News

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 […]

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Acumatica Payroll

How to Set Up Acumatica Payroll Preferences

in: Acumatica Tips & Tricks, Acumatica, Company News

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. […]

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Managing Vendor 1099s in Acumatica

in: Acumatica Tips and Tricks, Acumatica Tips & Tricks, Financial Management, Accounting, Acumatica, Company News

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. […]

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Acumatica

How to Enter a Fixed Asset in Acumatica

in: Acumatica Tips and Tricks, Acumatica Tips & Tricks, Acumatica, Company News

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 […]

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Acumatica Mobile App

Entering an Expense Receipt Using the Acumatica Mobile App, Part Two

in: Acumatica Tips & Tricks, Acumatica, Company News

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 […]

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Acumatica Mobile App

Entering an Expense Report Using the Acumatica Mobile App, Part One

in: Acumatica Tips & Tricks, Acumatica, Company News

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 […]

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How to Process a Credit Adjustment in Acumatica

in: Acumatica Tips & Tricks, Acumatica, Software Tips and Tricks

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 […]

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Acumatica Tips & Tricks

Using the Quick Process Action in Acumatica Sales Orders

in: Acumatica Tips & Tricks, Acumatica, Company News

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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Started in Austin, Texas in 2000, Mindover Software has been providing award-winning software and consulting solutions spanning the business lifecycle to small and medium sized business. Now, with consultants in Dallas, San Antonio, Austin, Boise, and San Diego, Mindover Software provides strong local support with the resources of a national company.

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