Acumatica


Acumatica Version 6.0 AR Parent/Child Enhancements

Posted by Melissa Blassingame on February 13, 2017

If you already have Acumatica, you need to check these out!  If not, send us an email at Marketing@Crestwood.com and see Acumatica for yourself – it’s an amazing system.   In the latest release, Acumatica Version 6.0 there are three enhancements I am excited about. …

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Customizing Acumatica

Posted by Jen Bieker on January 24, 2017

One of the top complaints we see from ERP solution users is that they can't add fields or make small tweaks to forms and windows, or that it is overly complicated to do so. And we all know how challenging it can be to wait for an overworked IT…

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Using Pivot Tables in Acumatica 6

Posted by Guillermo Pineda on January 20, 2017

Take your reporting capabilities to the next level with the introduction of Excel pivot tables in Acumatica 6. Pivot tables are one of the key business intelligence tools in Excel, and now you can create and share them within Acumatica without the extra steps of exporting or importing your data. 3 Main…

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Date Format Formulas for Acumatica ARM

Posted by Tiffany Bennett, Senior Consultant on January 18, 2017

Some of the most common reporting questions I receive are around formatting dates.  All date formats are controlled by formulas entered in the Column Set.  You just need to enter them as their own line in the Header Section.  Here are some tips to get you…

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Managing Your Favorites Menu in Acumatica

Posted by Guillermo Pineda on January 16, 2017

Do you use Favorites in Acumatica?  If not, you’re missing a great organization tool. In Acumatica, you can tag your most frequently used items as Favorites.  That way you have quick access to them every day.   Here’s some tips on how to manage…

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Cash Management in Acumatica - Part 2

Posted by Melissa Blassingame on January 16, 2017

Creating and Making a New Payment Method Available on a Cash Account In Acumatica, there may be times when you need to create a new Payment Method to be used with your Cash Accounts. For example, you may have a new payment method if you started using credit cards or…

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Creating a Security Role in Acumatica with Limited Access to Forms

Posted by Guillermo Pineda on January 6, 2017

In Acumatica ERP, access to information is controlled by the Security Role assigned to each user account. A role is a set of access rights that allows the security administrator to define access to the system resources down to the level of each form field. Example: We have an Accounting…

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Why Should I Upgrade My ERP System?

Posted by Samantha Miller, Senior Consultant on January 6, 2017

Technology is constantly evolving.  With each new version of Dynamics there are improvements, more efficiencies, and new features. Sometimes, there are additional new modules available. But in order to justify the time and effort and expense of an upgrade, you need to make sure the benefits of the latest…

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Cash Management in Acumatica - Part 1

Posted by Melissa Blassingame on January 5, 2017

Creating an Entry Type and Making the Entry Type Available on a Cash Account In Acumatica, there may be times when you need to create a new Entry Type to be used with your Cash Accounts. For example: Credit Card Fees Interest Expense Interest Income Misc. Receipt Band Service Charges …

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Handling Vendor Payments Made by Corporate Credit Cards in Acumatica

Posted by Mike Aichinger on January 4, 2017

Did you know Acumatica has built-in functionality to handle vendor payments made by credit cards? In many other ERP systems, add-on software is required to keep track of vendor payments that are paid by credit cards. Reconciling credit card statement can become a time consuming task if the transaction volume…

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