Acumatica Tips and Tricks: Simple Import/Export Data

By Salina Patel | July 13, 2022 |

Simple Import/Export Data Using Excel Documents Acumatica allows customers to easily export and import data on any screen.  In a few easy steps, we’ll walk through how to simply import/export data: 1. Navigate to the Finance -> Transactions -> Journal Transactions screen (Note: This can be used for a multitude of other screens in Acumatica) Look for these icons: ‘Export…

Daily Field Report Weather API Acumatica

By Salina Patel | May 12, 2022 |

Daily Field Report Weather API Acumatica allows customers to capture detailed weather information on a project with a touch of a button.  The weather information can be easily added to the Acumatica Daily Field Report on any device. In a few easy steps, we’ll walk through how to set up the Weather API and how to use it on the…

Acumatica Table Layout and Accessibility

By Salina Patel | April 18, 2022 |

  Acumatica allows you to configure the required table layout (such as the order of columns and the set of columns to be displayed) and set this configuration as the new default layout, while logged in to a user account that has the Administrator role. After you have set the new default layout for a particular table, the system applies…

Users Unite: Underutilized Acumatica Features and DataSelf Analytics

By Salina Patel | February 7, 2022 |

  Listen to Strategies Group’s “Users Unite: Underutilized Acumatica Features and DataSelf Analytics”. This series focuses specifically on topics important to our Acumatica users including important product updates, productivity tool highlights, and tricks and tips. This one-hour Lunch and Learn will focus on a few underutilized features of the system that could be beneficial to you. We will also be…

Acumatica Project Specific Inventory

By Salina Patel | February 7, 2022 |

    Project Specific Inventory In Acumatica ERP, you can configure project inventory so that all items purchased and sold for the project will be separated from other inventory and reserved for the project in the warehouse. This helps you to accurately capture inventory expenses and revenues related to project inventory in a project budget. Please note in existing projects,…

Tips & Tricks: Acumatica 1099s

By Salina Patel | January 10, 2022 |

Acumatica 1099’s Acumatica operates as a one-stop shop for any 1099 needs you may have for your vendors. You can print out individual Acumatica 1099s, bulk print, and even e-file your 1099s and 1099 NECs with the appropriate agencies at year-end. Year-end procedures and reports can vary from company to company, so you’ll want to check with your accountant before…

Acumatica System Email Processing for Gmail

By Salina Patel | December 8, 2021 |

Acumatica System Email Processing Acumatica can act as an email client, just like Microsoft Outlook. It just needs to connect to an email server (Office 365, Gmail, Yahoo, and many others.)   How to Prep your Gmail Account Visit this site to access the security tab of your Gmail account. Turn on 2-Step Verification using the screenshots below, then go…

Acumatica Year-End Processing

By Salina Patel | November 16, 2021 |

  Acumatica Year-End Processing Acumatica offers flexible yet powerful fiscal period management for year-end processing and closing. You can manage individual modules separately (for example, close Receivables while keeping Payables, Banking, and the General Ledger open). You can also maintain open periods across financial years so you can begin processing in the new year while keeping the old year open…

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