keyboard shortcuts
Mike Aichinger
Mike Aichinger

Keyboard Shortcuts in Acumatica

Acumatica exists to save you time, decrease errors, and ultimately save money. One way for users to superpower that efficiency is with keyboard shortcuts. We’ve written before about the reasons to use keyboard shortcuts, but here’s a refresher: Increase efficiency What would take 4 clicks with a mouse can be accomplished with a single keystroke, … Read more

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Acumatica screens
Mike Aichinger
Mike Aichinger

Missing Screens & Disappearing Filters in Acumatica

The Quick Menu in Acumatica is definitely a customer favorite.  It’s great – you can choose which screens you want displayed, easily and without much clicking around.  My favorite feature of the Quick Menu in Acumatica is the ability to set up email notifications based on actions being triggered.  For example, you’d like a notification … Read more

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Photo of statements
Mike Aichinger
Mike Aichinger

Acumatica 2017 R2 – Easily Send Current Statements on Demand

Here’s one of our favorite new time-saving features in Acumatica 2017 R2 – print and send out statements on demand.  This ability to send current statements translates into faster payments on current invoices. For example, many businesses send statements to customers with their orders; however, customers also call in and want a copy of their … Read more

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Mike Aichinger
Mike Aichinger

New Changes in Acumatica Snapshot Management

Acumatica recently release some changes when it comes to taking snapshots of your system.  At a quick glance, you now need to have everyone out of the system prior to taking a snapshot. Here are the details: If you have further questions or are experiencing issues, send us an email at Support@Crestwood.com.

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Mike Aichinger
Mike Aichinger

Filters & Permissions in Acumatica

This question came up from a customer recently, and it’s good one – so I wanted to share it. In Acumatica, on the GL entry screens and grids, users have the ability to create custom “Filters” which show as tabs across the top.   These filters can be shared with other Acumatica users.   However, by default, … Read more

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Mike Aichinger
Mike Aichinger

Fund Transfers in Acumatica

In the Acumatica Funds Transfers window, you can transfer funds from one cash account to another and include related service charges.  Additionally, you can view the details of the recorded funds transfers. Funds can be transferred between accounts denominated to different foreign currencies. The system performs currency conversion by using the base currency and the … Read more

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Mike Aichinger
Mike Aichinger

Creating a Company Tree

When setting up your Acumatica system, you need to make sure you set up a Company Tree.  Why?  Acumatica uses a hierarchy system for escalating items that need approval; such as: Time cards Requests Requisitions Sales orders Purchase orders This hierarchy system in Acumatica is based on the order of groups specified by the tree … Read more

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Mike Aichinger
Mike Aichinger

Handling Vendor Payments Made by Corporate Credit Cards in Acumatica

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 is large. Typically, transactions processed … Read more

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Mike Aichinger
Mike Aichinger

Configuring Acumatica to Handle Incoming Credit Card Payments

Most people, now days use credit cards for purchases.  One of the things Acumatica handles smoothly is the ability to process credit cards.   I’m going to show you how to set up the processing and payment methods for processing credit cards in Acumatica. If you’re using the Acumatica plug-ins for processing credit card payments, there are a … Read more

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