Using Acumatica’s Wiki

Did you know that Acumatica has a built in Wiki toolset? Learn how to use it, and you’ll be able to create, manage, and readily share information such as employee manuals, process documentation, workflow instructions, and an endless number of other useful resources right from within Acumatica. Acumatica’s Wiki offers version tracking, security controls, configurable approval procedures, and many other features that we’ll preview in this training. Our introduction to the Acumatica Wiki will help you learn how to take advantage of this powerful...

Acumatica Workflow Approval

Are you tired of losing original documents and waiting (and waiting…) for approvals for your expenses, payables, and time entries? With Acumatica 2017, document approval is easier than ever. In this training, we’ll show you how you can create and manage workflows and document approval processes within the Acumatica ERP system. You’ll see how you can set up approval maps and document flows of various complexities in order to efficiently manage and route your...

Crystal Reports: Customizing Standard Sage 100 Reports

In most of its modules, Sage 100 uses Crystal Reports to create the journals, registers, reports, and forms. That’s good because Crystal is a flexible tool, enabling users to modify and create reports and forms. We’ll explore the types of changes that can be made to existing reports, and we’ll create multiple versions of reports using the settings. During the training, we will actually modify the following as examples: AR Invoice Form to create a new form code AR Aged Invoice Report to create a new report...

Year End Processing

We’ll cover the following Year End procedures for Core Accounting: •Which reports need to be printed – and why some cleanup is necessary •Aatrix eFiling process for AP 1099s •Special Considerations for each Core Accounting Module •Closing Checklists •Helpful Hints •Purging •Cleanup...

Visual Integrator Tips & Tricks

Tired of keying the same data into multiple applications? Find out how you can reduce duplicate data entry processes by using Visual Integrator to import data from other applications into Sage 100. We’ll review, discuss, and demonstrate this exciting and sophisticated module that will allow you to easily create import templates. Whether you are working with databases, spreadsheets, and/or other accounting software products, all have data that can be imported using...