Acumatica allows you to maintain multiple budgets within a year and retain all the historical budgets for reference. This video reviews how they work and how to load confirmed budgets from Excel.
When CRM comes online with Financials, some ground rules that need to be established with an understanding of how Financial Customer works along side a CRM Customer Business account. They are a common record that shares many data elements. And each also have data that belongs to them uniquely.
Acumatica provides the copy and paste functions in a large number of its data entry and maintenance screens. Once you become familiar with what you can do with this functionality, you can save a lot of time taking advantage of this feature.
Acumatica ERP provides security at the user level based on role. Then a second layer of security can be added based on company, division and department. At the screen level additional definition of access ranges from zero access to view to the most powerful -
This video will walk you through security by employee, company and role in Acumatica. You will also see how to resolve security issues and conflicts. Acumatica ERP provides a wide range of tools for security control. You can control access all the way down to the individual element on the screen.
The Acumatica ERP Generic Inquiry tool is used to build dashboards, simple data extraction, and integrations with other systems.This video will demonstrate one way to take a basic Generic Inquiry and change its behavior so you can drill down from one Generic Inquiry to related detail in another.
Security in Acumatica has many options. This video gives you some quick insight. After reviewing this video, we offer a two part training video that will tak you on a deep dive of users, roles and rules.
User defined data elements or custom fields are referred to as attributes in Acumatica. They allow you extend the data you can store. They require no custom programming. so they will not create issues with upgrades. Once created they are abailable for Generic Inquiries and all reports.
Streamline your AP processing with Acumatica ERP with purchase order receipts. After your enter your PO, then process your reciept whene your goods arrive. That step will initiate your AP entry to reduce data entry and errors,
Streamline your work with Automated Notifications in Acumatica. Monitor all data in Acumatica and notify staff, vendors or customers when important changes occur. Watch this step by step video to understand how easy it is to create a sample email notification when an invoice is taken off hold.
Financial report writing is easy with this Excel-based tool. This quick video will give you the basics on how to create an income statement that is connected to your production ERP accounting software.
Security for employees in Acumatica ERP is powerful. This quick video will walk you through establshed a user to make sure they will work with security.
Customer refunds are a requirement in any ERP system. Acumatica ERP makes it easy by using a special transaction type to record refunds in AR. The system recognizes that, when it comes to refund payments, a customer in effect becomes a vendor.
Navigating Acumatica is streamlined with the feature that lets you create your own menus and favorites list. These are unique to each user and requires no system admin assistance
Generic Inquiries are the most powerful reporting tool within Acumatica. You are able to select the exact data that you want and format exactly like you need it to appear. Darrell Scott will how you step by step how to modify the layout of your Generic Inquiry so it is easily displayed and read.
You can import data into nearly every Acumatica screen where you can manually enter data. Import Scenarios use Excel, SQL and other data sources to import transaction and master table data into Acumatica.This video tutorial demo will show you how you can import data.
Learn how to make effective and efficient adjustments to general ledgers in Acumatica. We also will look at how to duplicate and modify journal entries.
The key to modifying your drop down list, is to NOT look under the module preference. While there are a few options for customization in this area, most drop down lists are managed and maintained in the “System/Automation/Automation Steps” area of Acumatica.
Reports with Acumatica are powerful. A quick tip on how to test before moving into production will save you a lot of time, build confidence with your team and ensure that the correct information is available to your frm.
This video explores some powerful tools that Acumatica has when it comes to uploading and managing transactions efficiently. We'll also show you how to manually manage long entries and imports from other systems. These can be used for general ledger entries or long accounts payable allocations.
Excel is an extenstion of the Acumatica tool set. This video will show you how to leverage it for both importing data and exporting information from Generic Inquiries.
How to manage versions of reports in Acumatica is answered with this quick video. Duplicating an existing report and modifying it is the wise choice. You can then always fall back to your previous version. A great safety net.
Acumatica is a powerful cloud based ERP system designed for many industries. Business begins with effective control of cash. Powerful dashboards provides immediate status of all cash. CS3 Technology offers this ERP software product from Acumatica to meet all your accounting and operational needs.
Imagine if you had th correct inventory at the right time in the right place. Imagine cash flow that allows you to leverage expansion and purchases when they become available. Imagine that every client is clearly delighted. Acumatica can do that for you.
Acumatica ERP accounting and inventory software leverages current technology. Collaboration is the key! Providing anywhere, anytime access to an unlimited number of employees allows every staff member to access data crucial to the daily jobs.
DataSelf leverages the power of a SQL data warehouse with Tableau Software to provide a user a tool that easily creates reports, dashboards and KPI’s. DataSelf also provides over 5000 predefined templates in a library ready for your use. Discover the best Business Intelligence tool for ERP and CRM.
May 1, 2019
Acumatica offers a slew of cloud hosting options that can benefit your business and are worth considering when you weigh the options available for other ERP software suites and companies.
April 19, 2019
You should never change your ERP system, just to change it. Choosing whether or not to customize your system should be based on a strong Business Case that considers ROI. This White Paper will help you find out whether you should customize your system or not.
March 6, 2019
Learning to manage your inventory is one of the best ways to improve your company’s cash flow and bottom-line. When you hold Product that is more than your customers need, you are wasting cash, warehouse space, and resources.
March 1, 2019
The CS3 SERV plan offers more than just quick responses to your service tickets related to our many popular ERP and Payroll software products. You will get ongoing education for your software as well as an annual assessment.
March 1, 2019
The confidence to deliver a quality product based on a quality implementation strategy - that's a solution that can be supported with a 100% money back guarantee. CS3 is one of the few firms in the software industry that offers this assurance.
February 18, 2019
Warehouse automation is not just yes or no. There are various levels of automation across a spectrum. The amount of automation you choose to employ should be based on the ROI.
February 1, 2019
Today's technology provides powerful features to maximize your ERP or Accounting Software Solution. The seven best features are collaboration, best of breed, customer portal, workflow management, document management, dashboards and tailoring.
January 8, 2019
Fundamental inventory management begins with the basics. Do not focus on any other issues until you have the 7 building blocks of distribution under control.
November 13, 2018
Investments in ERP software should not be made casually. Here are the reasons Acumatica ranks as one of the best accounting software products. Cloud and mobile ready make it a number one choice.
October 26, 2018
No financial discipline is more important - and more misunderstood. One component of cash management for any business, especially distributors, requires software systems that provide timely reliable information.
September 21, 2018
Building a successful busy centers around a great customer experience. Distributors face the challenge of supply and demand every day. Communication to the client about supply and alternatives is the key.
August 25, 2018
RFPs are an ineffective way to select software. They inhibit rather than encourage information exchange. Collobration with team members throughout the selection process will yield the perfect match of tools.
August 23, 2018
Collobration, automation, mobile ready are some of the reasons that Acumatica ERP is ranked as the best accounting software by so many.
August 11, 2018
Dashboards and scorecards are not mutually exclusive. The best analytical ERP software tools are often a combination of both. Here we do a compare and contrast of the two tools.
May 24, 2018
No matter what type of business you operate, there will certainly be others subtly, or possibly quite blatantly, wooing your customers and muscling their way in on your piece of the market. You need to make sure your company stands out as one of the best.
May 4, 2018
A step by step process for successful ERP implementations, from the planning meeting to go-live and after. Following an implementation methodology ensures that data will be accurate, employees will be trained and go-live will be a non-event.
March 25, 2018
Finance professionals in the healthcare organizations are faced with the need to improve patient care while reducing operating expenses. A set of KPI's for the healthcare organizations is a must
March 13, 2018
Your engagement with CS3 will follow a proven evaluation and implementation methodology known as our Plus7 Process™. This 7-point model spans the project lifecycle and is consistent across all our engagements.
February 1, 2018
It is a big deal to be in charge of initiatives that affect an entire organization. It's not always make or break with these projects but every decision in a business needs to move the company in the right direction.
February 1, 2018
Cost awareness is critical to the health of a medical practice. CS3 has 6 Key Performance Indicators to keep an eye on. Cost-Centric Key Performance Indicators for a Medical Practice
January 5, 2018
There are many variables to consider when choosing a software model that include cost, setup time, and reliability, among others. On-premises software is installed and runs on computers iyour facility. Cloud (SaaS). Or outsourcing
December 8, 2017
During a recent consulting engagement, a customer asked for an easy way to look up a customer’s current, effective price for a range of items. While there isn’t a pre-existing report available in Acumatica, it is possible to build generic inquiry that comes close.
May 5, 2017
By quoting fixed fee pricing, we offer a protection and a level of professional comfort you cannot guarantee with hourly pricing. Setting expectations builds toward a more collaborative relationship with the client.
May 27, 2016
Customer Specific Item prices are controlled via Sales Price Management. This allows you to set prices by a customer or by customer price class. Learn how to load new price lists, add promotional pricing, setting precedence over non-promotional prices, and supporting volume class pricing.
March 29, 2016
From knowing what's in it for you, to learning how to work with your cloud computing provider, CS3 walks you through accounting software and the cloud.
March 25, 2016
How does ERP software provide a return on investment? When utilized correctly, many software solutions can provide ROI.