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Continuing in our Acumatica Payroll series, today’s tutorial will explore how to configure time tracking. Time tracking allows us to track employee time in payroll to calculate pay. *First, be sure that you have set up payment methods specifically for direct deposit. See our tutorial from July 2023 on Setting up Payment Methods in Acumatica.

Learn how to set up a new customer in accounts receivable in Sage 300. In this tutorial, we will go through this process step by step.

In this tutorial we will learn about using Data Integrity to check the validity of records. Data integrity should be checked, and data backed up, whenever we add records that would be lengthy to enter again or perform other tasks that alter data.

To properly process payroll in Acumatica, there are several steps that need to be in place. In this tutorial, we will learn the first of four steps, how to set up payment methods. In subsequent videos, we will explore the next steps in the sequence: configuring time tracking, work locations, and taxes. For this demo, we will set up predefined payment methods and cash accounts as well as define ...

Completing bank reconciliations from a statement is a simple process in Sage 300. In this tutorial, we will walk through the steps, which are the same for credit card reconciliations. Please Note: We will focus on the process, step-by-step, of reconciliations; not the numbers or bank entries. This is a sample company, and the digit entry may look different from what actual number entries will be.

Continuing our payroll edition, we are going to learn about Earning Type codes in Acumatica. These codes help organizations record hours and earnings information for employees. In Part One of this tutorial, we will provide an overview of how earning type codes work. This brief overview gives basic information on how Earning Type codes are used. In Part 2, we will look at how to create and set u...

Acumatica Cloud ERP has one of the most comprehensive payroll systems on the market, and it is easy to use. With Acumatica Payroll, processing payroll does not have to take long hours to complete. This demo will be the first in a series of tips and tricks exploring this component of the popular Cloud ERP. In this tutorial, we look at how to set up your company’s payroll preferences. Using the P...

For Inventory, it is sometimes necessary to set up contract codes. In this tutorial, we will learn how to add these codes.

In this tutorial, we review how to update the 1099 amounts for a vendor. For this scenario, let’s say that after reviewing the 1099 vendor report, we noticed the amount and code for a certain vendor is incorrect. This can happen if an invoice is keyed incorrectly when originally entered. Thus, we need to update the amount to correct it. Here’s how to do it.

In this tutorial, we review a few steps in managing 1099s in Acumatica. We will learn how to mark a 1099 vendor, how to print 1099s, how to run reports, and finally how to close the 1099 year.

We review how to use periodic processing in Sage 300's Accounts Receivable to write off transactions, such as short pays or overdue balances. For our example we will look to write off balances on all customers at 5% of the original balance 180 overdue.

We work through the steps of two processes: depreciating and disposing of a fixed asset on the company records. These are very simple processes that are further steps in managing fixed assets. First, we look at depreciation of an asset then disposing of another asset.

In this tutorial, we review the steps for creating a purchase order that will be for drop ship directly from the vendor to the customer. Technically, for accounting purposes in Sage, there is no difference between a regular shipment and a drop ship. The steps are the same: a purchase order (PO) is created, inventory is received and invoiced in Purchase Orders, and then shipped and invoiced in O...

In this tutorial, we work through the steps of entering a new fixed asset to the company records. This is a very simple process that is the first step in managing, converting, and depreciating fixed assets.

Processing a Refund from a Vendor in Sage 300

Entering an Expense Receipt Using the Acumatica Mobile App, Part Two

Entering an Expense Receipt Using the Acumatica Mobile App, Part One

How to Void Checks in Sage 300

How to Process a Credit Adjustment in Acumatica

How to Process a Debit Adjustment in Acumatica

How to Use Provisional Posting in Sage 300

Sage 300 Miscellaneous Payment Processing

Acumatica Quick Check Functionality

Sage 300 Check Reversal Date in Bank Reconciliation

How to Use the Quick Process Action within Acumatica Sales Orders

How to Reprint Customer Statements in Sage 300

How to Make Acumatica Invoice Corrections

Creating a GL Control Account in Sage 300

Using Acumatica Side Panels