We start the meeting with how to fix minor issues like screen resolution and Velixo reporting upgrades for combined companies. We then go into detail regarding Credit and Debit Note adjustments, a common problem ...
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For this week, learn how to fix payment applied to a wrong invoice, add or remove a link in File Maintenance, reclassify an Expense or Revenue account in a Journal Transaction, run the new ...
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In this recording, we will go over on how to attach additional files to a receivable email, sending email to multiple email addresses, setting up of reports for distribution, and tips and tricks on ...
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For this week, we will walk you through the AP Workflow Process in Acumatica, what reports will help you in tracking the status of transactions tagged for approval, using the Customer Details screen if ...
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For this recording , we will show how to check whether the invoices issued to customers were sent off via email, the different ways of saving information in ACCPAC for archiving, the roles of ...
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In this week’s video, we will describe and explain the differences in the information included in the following: OP117, OP New and 2-year Activity Reports, see the different scenarios in the application of debit ...
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For this week, learn about the different options of Distribution Sets and Non-Stock Items, how to inquire for information with your own filtering conditions and saving this customized inquiry for future use, create Pop-up ...
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Topics for this week include bundling multiple invoices for one payment check, writing off a customer balance, how to get Cash on Hand balance in real time, setting-up of customer email account, running a ...
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Topics for this week include Changing Payment Method, Separating Payments, Column Configuration Tool, Effects of Simultaneous Open Periods (Prior Year and January of New Year), Items to Note in AR Deposits, Recurring Transactions Set-up ...
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Topics for this week include Year End Process Walkthrough, Retained Earnings Balancing and Rollover, Managing Financial Period, Partial Payment and Closing an Invoice, Budget Revisions, Maintaining and Recording Bank Deposits, Importance of Attaching Documents ...
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