Acumatica Tips & Tricks
Entering an Expense Receipt Using the Acumatica Mobile App, Part Two
Published on: May 19, 2022
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. Enter the Acumatica app and sign in. Picking up from part one, tap on the Time and Expenses workspace and then tap on Expense Receipts. […]
Entering an Expense Report Using the Acumatica Mobile App, Part One
Published on: May 19, 2022
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 […]
How to Process a Credit Adjustment in Acumatica
Published on: March 17, 2022
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 […]
Using the Quick Process Action in Acumatica Sales Orders
Published on: January 06, 2022
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. […]
Making Corrections to an Invoice in Acumatica
Published on: November 03, 2021
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, […]
Using Acumatica Side Panels
Published on: October 06, 2021
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 […]
Tips & Tricks: Using Filters in Acumatica 2020
Published on: January 21, 2021
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 > […]