Acumatica Payroll Year-End Actions
The Payroll Year-End Actions guide also walks through Tax Season actions. There are comprehensive steps outlined for preparing for the last pay run of the year, preparing for the first pay run of the new year, verifying earnings, deductions, benefits, and time off information, and an overall timeline to keep our clients with a Jan-Dec […]
Acumatica Inventory Year-End Actions
A short 1-page PDF to walk through reconciling and adjusting inventory for the end of the year. If you have any questions or encounter any issues, please reach out to the SGI Support Team! Download the Inventory Year-End guide today. 1. Prepare Physical Count From the Inventory module, click the Prepare Physical Count screen Select […]
Acumatica Accounts Payable Year-End Actions
This 4-page PDF covers important information for 1099 reporting – be it tax information, Acumatica changes, or regulatory highlights – and walks through the actions to be taken to ready your Acumatica data for 1099 tax submission and starting a new financial year. There are also sections about 1099 Vendor and Bill Data, as well as […]
Acumatica Summit Post Game Show 2025
Join for us for your recap and analysis of the 2025 Acumatica Summit! Daniel Collins and Salina Patel from Strategies Group, Tim Rodman from TRAILD, and special guests for an engaging and insightful post-Summit conversation. Together, they’ll dive into the key moments of Acumatica Summit 2025, share their unique perspectives on the latest trends and […]
Acumatica Tips and Tricks: Simple Import/Export Data
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) […]
Daily Field Report Weather API Acumatica
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 […]
Acumatica Table Layout and Accessibility
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 […]
Users Unite: Underutilized Acumatica Features and DataSelf Analytics
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 […]
Acumatica Project Specific Inventory
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. […]
Tips & Tricks: Acumatica 1099s
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 […]