Customer Prepayments in Acumatica

Customer Prepayments in Acumatica

Do you need to collect a deposit or a prepayment upfront before releasing your shipment and track the prepayment in AR?  Acumatica has credit terms that will work in conjunction with the sales order and link the prepayments with the sales order and invoice.  If the...
Bank Reconciliation in Acumatica

Bank Reconciliation in Acumatica

You’ve recently implemented Acumatica as your new ERP system and now you need to reconcile your bank statements.  Reconciliations can be frustrating and time consuming especially if you have high volume and multiple accounts.  You can reconcile your statements as...
NetSuite SuiteAnalytics Workbooks Overview

NetSuite SuiteAnalytics Workbooks Overview

SuiteAnalytics Workbook provides an alternative to saved searches and reports.  Workbook combines reporting, searching and charting in a single tool – no need to export the data into excel.  The advantage of Workbook is that users do not have to have high levels of...
Creating Expense Report Policies in NetSuite

Creating Expense Report Policies in NetSuite

Travel and Expense policies manage how employees spend company money on travel and other relevant expenses.  A good expense policy sets up the rules that need to be followed.  The NetSuite 2020.2 New Release now provides you with the tools so that you can define and...