Make the Most of Acumatica with 4 Tips and Tricks - ERP Cloud Blog
 
ERP Software Logo

ERP Cloud experts provide comparisons and opinions to professionals in the ERP software selection process

 

NexVue Information Systems

4 Tips and Tricks to Help You Get the Most Out of Acumatica


Email | Print

If you’ve been using Acumatica, you’ve probably noticed some of its features that have become extremely useful for your business. And you’ve probably realized this program has potential you still haven’t discovered yet. Would you like to tap into some of Acumatica’s abilities that will give you an even more competitive advantage? Notice 4 tips and tricks that can help you get the most out of Acumatica.

 

  1. Correcting Project Invoice Forms Created in Error

 

You may have run into a unique situation in Acumatica in which a project-related invoice form may be generated in error from an AR invoice. If you have a customer AR invoice and your project-related invoice form is incorrect, you may discover that the invoice is generated using a PM invoice form.

 

To correct this you will need to deactivate the mailing ID = invoice in mailing settings. To see a step-by-step process of how to do this, visit https://nexvue.com/acumatica-tips-tricks-correcting-project-invoice-forms-created-in-error/

 

2. Interrupted Import Scenario

 

You might have had a situation where you are running an import scenario in Acumatica and close the screen too early by accident. If this happens, don’t worry! There is an easy fix for this.

 

Thankfully, your import scenario isn’t lost forever. You will be able to find it in the ‘Import by Scenario’ section. Visit https://nexvue.com/acumatica-tips-tricks-interrupted-import-scenario/  for step-by-step instructions on how to do this and make an import scenario interruption easier to handle!

 

3. How to Enable Mass Delete Records

 

Imagine you have set up allocations in the project module and do not have auto-release allocation batches turned on. Therefore, project transaction allocation batches are created with a status of ‘Balanced’. The problem is that the system created allocation batches that did not produce desired results and you would like to delete them.

 

In order to delete these records in mass, go to the Project Transactions entry list. There, with just a few simple steps, you can easily delete any balanced and on hold batches that you would like. Click here to see a short walkthrough that shows what these steps are https://nexvue.com/acumatica-tips-tricks-how-to-enable-mass-delete-records/.

 

4. Scenarios Involving Check Printing

 

There are a couple of problems that you can run into that involve check printing. In the first one, imagine checks were printed out by the user but the user closed out of Acumatica before posting. In order to properly update Accounts Payable, the checks need to be posted. To fix this, go to ‘Release Payments’ and select the payment method and cash account. Then select the checks that need to be posted.

 

In a second scenario, the user-initiated the check printing workflow but closed out of Acumatica before printing the physical checks. In order to fix this problem, the check status will have to be changed back to pending printing and then printed. The steps for these processes as well as for the first scenario can be found at https://nexvue.com/acumatica-tips-tricks-resolving-ap-check-printing-issues/.

 

Getting the most out of your Acumatica program requires a little work. And you might run into some situations that will make you scratch your head. But you’re not alone. We’re here to help. If you have any questions about the processes listed here or any other Acumatica processes, please feel free to contact us here.

One Response to “4 Tips and Tricks to Help You Get the Most Out of Acumatica”

  1. Turbo ERP says:

    Thanks for the great content. It is nice to go through the process at a high level.

    Turbo-ERP India’s No.1 Innovative & Most Trusted Cloud ERP Software Package for Export Management & Documentation, Cloud based ERP for Exporters, Export ERP Software, online erp software in india, ERP Software for Exporters Software Solution for Exporters.

Ask This Expert a Question / Leave a Comment