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Acumatica Tips & Tricks

Acumatica

How to Enter a Fixed Asset in Acumatica

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

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: Company News, Acumatica, Acumatica Tips & Tricks

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: Company News, Acumatica, Acumatica Tips & Tricks

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

Making Corrections to an Invoice in Acumatica

in: Company News, Acumatica, Acumatica Tips & Tricks

In this tutorial, we are going to examine how to make simple corrections to an invoice that has already been released in Acumatica. In our example scenario, we have been informed that there is incorrect pricing on an invoice that needs to be corrected. Acumatica Sales Orders Start Acumatica and navigate to Sales Orders. Then, […]

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use side panels to make generic inquiries in Acumatica

Using Acumatica Side Panels

in: Company News, Acumatica, Acumatica Tips & Tricks

In this tutorial, will go over how to use side panels to make generic inquiries in Acumatica. Acumatica Sales Orders Start Acumatica and navigate to Sales Orders. Then, we will have the primary list screen. Primary List Screen To the far right of the screen, we see a little arrow. Clicking on it will expand […]

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Tips & Tricks: Using Filters in Acumatica 2020

in: Acumatica, Acumatica Tips & Tricks

Many times we find ourselves wanting a different tab in inquiry screens and using filters in Acumatica can accomplish this. In this example, we’ll look at how to set up a new filter in an Acumatica sales order and save it, so it’s always available. Start Acumatica and navigate to Sales Orders > Transactions > […]

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