Search for tag: "invoice"

Acumatica User Group Meeting, October 14, 2021

For this week, see how AR and AP approval process works, how it can enable your association to have a system in place to ensure that each payment is reviewed, approved or rejected by authorized…

From  Rhodora Seymour 39 plays

Acumatica User Group Meeting, September 30, 2021

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…

From  Rhodora Seymour 22 plays

Acumatica Check In Meeting, June 10, 2021

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…

From  Rhodora Seymour 27 plays

Acumatica Weekly Check In Meeting, April 8, 2021

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 GL Transaction Report,…

From  Rhodora Seymour 12 plays

Acumatica Weekly Check In Meeting, April 1, 2021

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…

From  Rhodora Seymour 11 plays

Acumatica Weekly Check In Meeting, March 11, 2021

Topics for this week include Cash Returns, Payments and Applications, Bank Fees, Budget, Contra Accounts, Negative Balances, Training Databases, Drilldown and Scrubbing Velixo Reports for Printing

From  Rhodora Seymour 18 plays

Acumatica Weekly Check In Meeting, March 4, 2021

Topics for this week include Setting up of Recurring Entries, Printing Checks using Adobe, Auto Reverse, Retained Earning Process, PPP Loan Reporting in Year End ADTT, Saving Excel as PDF, Non Stock…

From  Rhodora Seymour 26 plays

Acumatica Weekly Check in, January 21, 2021

Process Manual for 1099 reporting for year 2020, how to adjust or correct an error in Acumatica, recording of Cornell receivables and payables and how to review vendor class in Vendors master list,…

From  Rhodora Seymour 18 plays

Acumatica Check In, December 03, 2020

Marrying debit and credit notes; applying adjustments; debit and credit notes on Cornell Bill; NSF checks and negative deposits; printing checks and pop up blockers; installing Velixo updates;…

From  Rhodora Seymour 63 plays

Software Presentation by Acumatica Sep 6 2019

From  Rhodora Seymour 39 plays