Cortekx Snack Videos

Bite Sized videos showing you the features in Acumatica, and how to use them.

Software Overview

Videos and Tutorials, showcasing Acumatica’s capabilities. This section includes pieces on screen layouts, a reports overview, favorites, imports, templates and much more.

  • Business Event Automation
  • Creating Pivot Tables
  • Microsoft Outlook Integration
  • Project Screen Overview
  • Using Favorites
  • General Screen Layouts
  • Reports Overview
  • Imports and Templates

Finance

Videos, and Tutorials outlining the features of the Finance Module, including Journal Transactions, Processes including allocations, transaction reclassification, and consolidations, Budgets, Inquiries, Reports including trial balance summaries, transactions for period or for account, and Financial Statements.

  • Correcting Posted Transactions
  • Allocations
  • Entering a Journal Entry

Banking

Videos and tutorials outlining the features of the Banking Module. This includes transactions such as funds transfers, and reconciliation statements, cash accounts, processes like importing/processing bank transactions, releasing Cash Transactions, closing financial periods, and reports about cash accounts, reconciliations, and requirements. 

  • Bank reconciliations

Projects

Videos and tutorials showing you how to use the Projects module of Acumatica including project transactions, tasks, project budgets, processing Invoices, and reports such as Project Balance, Project Profitability, and employee hours.

  • Change Orders and Commitments
  • Tracking Project Commitments
  • Progress Billing For a Project
  • Charging Time to a Project
  • Issue Materials to a Project
  • Processing Invoices & Bills For a Project
  • Project Screen Overview

Payables

Videos and Tutorials showing you how easy it is to use Acumatica’s Payables module. This section outlines processes like preparing and releasing payments, closing financial periods. this section also covers transactions like bills and adjustments, and checks and payments, and will show you reports like AP balance by Vendor, AP balance by GL account, AP Aged reports and 1099 reporting.

  • Processing Checks
  • Vendor Pricing and Discounts
  • Processing a Check
  • Entering an AP Quick Check
  • Processing a Vendor Prepayment
  • Processing a Vendor Refund
  • Entering Bills in Accounts Payable

Receivables

Videos and tutorials showing you the abilities of Acumatica’s Receivables module. topics include transactions including invoices and memos, payments and applications, as well as processes like releasing AP Documents, printing invoices, preparing and printing statements, reports like AR Balance by customer or by account, AR past due, and so much more.

  • Customer Pricing and Discounts
  • Entering and Applying a Pre-Payment
  • Entering an Invoice
  • Entering a Payment For an Invoice

Sales Orders

Videos and Tutorials showcasing the Sales Orders Module. This section includes topics about sales orders, processing orders and shipments, creating transfer orders, forms such as sales orders, quotes, and pick lists, reports like Order summaries, shipment summaries, daily sales profitabilty, and more.

  • Sales Order Quick Process
  • Creating Purchase Orders From Sales Orders
  • Processing a RMA
  • Sales Returns For Replacement
  • Sales Returns For Credit
  • Drop Shipments From Sales Orders

Purchases

Videos and Tutorials about the Purchases module of Acumatica. This section includes topics such as transactions, purchase orders, vendor inventory, processes like creating purchase orders, printed forms like item requests, reports like purchase order details, summaries, receipts, and much more.

  • Landed Costs
  • Entering a Purchase Order Receipt
  • Entering a Purchase Order

Inventory

Videos and tutorials focusing on the Inventory module of Acumatica. This section focuses on everything you need to make sure you have the stock needed to satisfy your customers, no matter what you do. we will cover how to prepare counts of physical inventory, kit assembly, transfers, non stock items, and so much more!

  • Outside Processing
  • Kitting and Disassembly
  • Kits and Kit Assembly
  • Physical Inventory
  • Inventory Replenishment

Customer Management

Videos and tutorials focusing on the capabilities of Acumatica in the customer management module. This section will show you how to use Acumatica to better manage opportunities, tasks, scheduling, and other sections to make sure that you stay on top of your customer’s buying cycle.

  • Microsoft Outlook Integration 
  • Processing Quotes for Opportunities
  • Entering a Return Order From a Case
  • Creating an Opportunity

Business Intelligence

Videos and tutorials focusing on the capababilities of Acumatica for business intelegence. This section will show you how to use Acumatica, in collaboration with Microsoft’s Power BI, to create a harmonious powerhouse to take control of your business.

  • Acumatica and Power BI

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