In Acumatica 6.1 and later 5.3 builds, when scheduling processes to run there are a few items to make sure of: Time zone – there has been a long running issue with scheduled processes that if the time zone is not “GMT (Universal….)” the scheduler doesn’t work correctly. Before this wasn’t an issue because it … Read more
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
I help many customers set up email functionality in Acumatica so they can email invoices to customers and PO’s to vendors. There are 3 basic parts: Properly configure email functionality in Acumatica Set customer properties to receive emails Set vendor properties to receive emails Click on each step to view/download the PDF instructions. If you … Read more
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
There are many instances when you need different calendars for various uses. For example: A calendar assigned to contract templates Work calendars for 3rd party add-ons for JAMS (Manufacturing) & Payroll Here’s how: Go to: Organization > Organization Structure > Configure > Work Calendar Once here, this form has common buttons in the toolbar are … Read more
Some banks require additional information in the header section of your ACH file in Acumatica. Here’s how: Your bank has requested you to add the following to the header of your ACH file: The $$ADD record needs to be added to the Header Record Section of the file. RID: ABCDEFG1 BIN: HIJKLM12345678 Below is an … Read more
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
To prevent transactions from being posted to the wrong period, it is important to remember to close financial periods during your month-end process in Acumatica. If transactions gets posted to the wrong period, it can affect your financial reports, and that can be disastrous. We’ve created a step-by-step guide, with screen shots, to walk you through … Read more
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. These all relate to the Parent/Child relationships. Sharing Credit Verification Rules … Read more
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 accepting credit cards for payment, … Read more
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 In order to use your … Read more
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
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