Video

Sage 100 Close-up – Business Insights Explorer

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Business Insights is an often overlooked tool available in Sage 100. Business Insights has three different elements. They are Dashboards, Reporter, and Explorer. In this Close-up we will be foucsing on Explorer. We’ll go over views & setting and the inquiry and export tools in Business Insight Explorer. Agenda: Choosing the Data View Changing Settings and Inquiry Tools Export Tool Join our Sage 100 User Group on Linkedin Follow us on LinkedIn Follow us on Twitter

Basics of Accounts Receivable Processing in Acumatica Cloud ERP

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This is a short presentation on the basics of Accounts Receivable processing in Acumatica Cloud ERP. Agenda: • Review Customer Maintenance – 1:03 • Enter and Release an Invoice – 1:57 Print the Invoice Invoice Status Changes • Pay the Invoice – 4:29 Invoice Status Changes Drill into Payment Details Drill into Invoice Details • Process Multiple Documents – 6:18 Subscribe to the Nims Technology and ERP Channel Join our Acumatica ERP User Group on Linkedin Follow us on LinkedIn Follow us on Twitter

Sage 100 – Getting Started with Custom Office

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In this Close-up we’ll show you how to get started in Sage 100 Custom Office. This is often an overlooked tool in Sage 100. We’ll start things off by showing you how to add user defined fields to the Item Master Table. Agenda: Create User Defined Field Add tab to Item Maintenance Add User Defined Field to new tab Populate Value Verify data is stored in field Join our Sage 100 User Group on Linkedin Follow us on LinkedIn Follow us on Twitter

AP Document Recognition for Acumatica Cloud ERP

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In this snapshot we cover a feature that was introduced in Acumatica 2020 R2 called AP Recogintion. We’ll show you how AP documents get recognized in Acumatica. Agenda: • Upload PDF File • Recognize File • Map Fields • Save as Account Payable bill   Subscribe to the Nims Technology and ERP Channel Join our Acumatica ERP User Group on Linkedin Follow us on LinkedIn Follow us on Twitter

Velixo Excel Based Reporting for Acumatica

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Velixo is a tightly integrated robust Excel based financial report writer designed exclusively for Acumatica. This is a recording of a Nims sponsored webinar presented by Velixo on December 9, 2020. Velixo Reports adds a new toolbar to Excel with more than 60 functions specially designed to work with Acumatica General Ledger, Project data and Generic Inquiries for easy reporting in Excel. Some of the highlights of Velixo include flexible by period reporting and provisional reporting on un-posted transactions. Velixo provides a tight integration and leverages the unique capabilities of Acumatica with features such as Smart Drilldown, Smart Refresh, consolidation, writeback and advanced security (including Acumatica row-level security and restriction groups). Available since 2017 to Acumatica users worldwide, it has quickly become the top reporting add-on and has won multiple awards.   Subscribe to the Nims Technology and ERP Channel Join our Acumatica ERP User Group on Linkedin Follow us on LinkedIn Follow us on Twitter