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 […]

Home healthcare agency cash flow issues abound. In fact, according to the American Bankruptcy Institute, a nonprofit membership organization of over 12,000 bankruptcy professionals in the United States, the challenges facing healthcare agency cash flow make it particularly susceptible to cash flow problems. Unpredictable payment schedules, a labyrinth of government regulations and billing codes, and […]

We’ve chosen three reasons why manufacturers love Acumatica cloud ERP, but there are many more reasons—just ask anyone using this modern cloud ERP software! Acumatica has many fans, and for good reason. It’s consistently rated as one of the best ERP platforms available. Its flexible pricing model, ability to integrate easily with third-party applications, and […]

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 […]

Why isn’t Acumatica pricing on its website? Why can’t you just search for Acumatica pricing online and find the price? After all, you can search for prices on everything from t-shirts to cars and find out a rough estimate of how much it will cost. Why not with ERP? ERP pricing, including Acumatica pricing, isn’t […]

Yes, you can use Acumatica as a QuickBooks replacement. Intuit QuickBooks is a popular small business accounting software package that offers both a desktop and cloud solution. Acumatica is an enterprise resource planning (ERP) system, meant for both accounting and finance and to manage operations and integrate with multiple third-party applications, including warehouse management solutions, […]

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. […]

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. […]

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 […]

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, […]