There are times when it is necessary to reprint a customer statement for a period that has already been printed. This is easy to do with a little-known feature in the Accounts Receivable module. In this example, we will work through the steps on how to reprint a customer statement in Sage 300. Sage 300 […]

In this tutorial, we are going to review how to use provisional posting to test the effects of changes on the general ledger before posting actual amounts permanently. This is particularly useful when needing to make month- or year-end adjustments, yet first wanting to make sure you have entered all transactions needed before posting. For […]

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. […]

Did you know that you can use business intelligence to improve your company’s cash flow? The use of business intelligence is common in many industries but using it for the specific purpose of improving cash flow may not be well known. Here’s how your business intelligence system can help you get paid on time, almost […]

When you need to compare home health care software, having a set of guidelines to help you sort through the many features and benefits can be of great assistance. A good home health care software system provides essential support for many of your agency’s needs—accounting, billing, inventory, and more. With the right software, you’ll have […]

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 […]

It’s fun to look at predictions for the coming year and then look back to see which ones were correct and which didn’t pan out. We have a few predictions of our own, including the following 2022 trends in ERP for small business. Let’s look at several ways in which ERP for small business is […]

Inventory control problems are a normal part of business, but it seems as if lately, many global issues are compounding them. NBC News reported in October 2021 that retailers are struggling due to inventory shortages of common shipping and packaging materials: plastic, paper, cardboard. With many ports in the United States backed up due to labor shortages […]

Which cloud ERP security considerations are at the top of your mind? What should you be asking your cloud ERP service provider? Many companies have relaxed strict security policies as workers telecommuted during the pandemic. Even if you were one such company, now is the time to tighten cybersecurity policies. According to some sources: Worldwide cybercrime […]