Customization Approaches in Acumatica

Acumatica ERP has the ability to customize and integrate with third-party applications. Acumatica Customization makes Cloud ERP more user-friendly and fulfills the business needs as per user requirements. From Acumatica customization, we can create and/or edit new screens, existing screens, GIs, Inquiry forms, reports, import/export scenarios, mobile applications, web service endpoints, etc. Acumatica Cloud ERP… Read More »

Acumatica Summit 2023 -Putting together years of skilled expertise to make it a striking maiden visit!

We’re excited to announce that we’re coming to the Wynn Hotel in Las Vegas, NV, for the 2023 Edition of the Acumatica Summit. The 6-day seminal event is going to be more grandiose than ever before where customers, partners, and industry analysts will be under one roof to discuss, gain insights, share knowledge, and what… Read More »

Acumatica Checkbook Integration

Greytrix Acumatica integration combines the power of two systems to help the business scale its probability. The Acumatica Checkbook integration helps improve productivity and meets upcoming business demands by having more control over the digital check payment process. This blog gives you an introduction to the Acumatica Checkbook The Acumatica and Checkbook.io integration allows users… Read More »

Changing Display Name of the field in Acumatica

Acumatica ERP provides simple options for customization as per the user’s need to ease out the working environment. Acumatica has a set of pre-defined labels/display names of the fields based on the ERP terminologies. These names are not specific to the business process and there is always a need to change them to make the… Read More »

Checkbook-Acumatica Integration – Void Payment

Checkbook.io and Acumatica Integration can be easily integrated with businesses and new applications. While integrating it provides flexibility and efficiency. Checkbook-Acumatica Integration pushes check payments from Acumatica to Checkbook.io. The solution also offers an easy selection of banks or accounts in Checkbook which is mapped with Acumatica to know the status of the payment. The… Read More »

Multi-Currency setup and payment processing with currency rates in Acumatica

Acumatica has introduced a feature of multiple base currencies. The feature is available in the financial module where we can automatically compute realized and unrealized currency gains and losses, perform account revaluations and translate complete financial statements Enable Multi-Currency Accounting Features: Navigate to System Management > Licensing > Enable/Disable Features. The initial step would be to enable… Read More »

Adding Side Panel to Data Entry Screens in Acumatica

Data entry screens are used to perform the transactions in Acumatica ERP. Maintenance screens stores the master data like Customer, Vendor, Items, etc. are used occasionally if there are any changes or new data needs to be added. In ERP, Data Entry is the part that is used frequently in daily business processes and is… Read More »

Acumatica – Access Custom Field in Mobile Application

Acumatica ERP provides a wide range of features and functionalities. With the growing technologies and hand-held devices, it becomes important to support multiple platforms in order to make them user-friendly. Acumatica has extended accessibility of the ERP data using the Mobile phone and has created the application for Android as well as iOS. We are… Read More »

Add a customized field to the selector/lookup of Acumatica

We are all aware of the selector control in Acumatica and its use. Standard fields can be easily added to the selector/lookup control through screens, but custom fields will not be displayed on the selector control by following the same process. We must perform some additional steps to make it visible on the selector and… Read More »

Create and Restore Snapshot in Acumatica

Acumatica ERP provides a simple to use functionality to quickly copy the complete or partial data of the company and make it available elsewhere to have a cloned system. This is achieved by creating a snapshot and restoring the snapshot to an instance of Acumatica. In this blog, we will be discussing the steps involved… Read More »