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Tips and Tricks

Home » Tips and Tricks

IT professional reviewing cybersecurity code on multiple monitors for year-end security assessment

End of Year Cybersecurity Tips for 2025

December 3, 2025 by Hector
End of year (EOY) 2025 will unfortunately bring up new and old security concerns for your business to address – which is why SWK Technologies has put …
Read moreEnd of Year Cybersecurity Tips for 2025
HR professional working on year-end payroll calculations at desk with laptop, calculator and financial documents for Sage HRMS processing.

Sage HRMS Year-End 2025 Closing Procedures

December 1, 2025 by Hector
Year-end processing in Sage HRMS requires careful attention to sequential tasks when closing out 2025 payroll activities and preparing your system for …
Read moreSage HRMS Year-End 2025 Closing Procedures
Laptop displaying Sage Intacct configuration screen with API settings and Smart Rules conditions on a wooden desk with coffee cup

Smart Rules in Sage Intacct: Automating Data Integrity

November 28, 2025 by Hector
Rimee Jain Sage Intacct Consultant SWK Technologies, Inc. Sage Intacct Smart Rules provide automated validation that catches errors before …
Read moreSmart Rules in Sage Intacct: Automating Data Integrity
A screen shot of a dashboard showing a number of pie charts.

Acumatica Bank Feeds & Expense Claims

November 25, 2025 by Hector
This article was originally published on July 6, 2022. By leveraging the Banks Feeds and Advanced Expense Management features in Acumatica, your …
Read moreAcumatica Bank Feeds & Expense Claims
A wooden desk bathed in natural light displays an organized workspace with open notebooks containing handwritten notes, bright yellow sticky notes, printed documents, a laptop, smartphone, and red coffee mug, suggesting an active study or work session.

Account Groups in Sage Intacct

October 29, 2025 by Hector
Rimee Jain Sage Intacct Consultant SWK Technologies, Inc. Financial reporting in Sage Intacct relies on a foundational structure that can be …
Read moreAccount Groups in Sage Intacct
Laptop displaying business software interface on wooden desk with card payment terminal, plant in glass vase, and coffee cups in modern office setting.

How to Navigate Acumatica Accounts Receivable

September 25, 2025 by Hector
The Acumatica Accounts Receivable (AR) module provides you with several comprehensive tools for automating customer payments and connected reporting …
Read moreHow to Navigate Acumatica Accounts Receivable
Screenshot of Sage 100 software interface showing the Lookup Customization Wizard dialog box with "COLLECTIONS VIEW" entered in the Description field, customer list visible in background, and dashboard charts on the right side of the screen.

How to Create Custom Lookups Using Sage 100 ALE

August 28, 2025 by Hector
The Advanced Lookup Engine (ALE) in Sage 100 lets you create customized views to quickly find, organize and manage different data sets and fields in …
Read moreHow to Create Custom Lookups Using Sage 100 ALE
Sage Intacct Tax Detail Information form showing CA Use Tax Liability configuration with -7.00 percent rate, GL account 23000 - Use Tax Payable, and Active status.

Purchase Use Tax in Sage Intacct

August 21, 2025 by Hector
Rimee Jain Sage Intacct Consultant SWK Technologies, Inc. Sage Intacct has several features that allow you to automate processing, tracking …
Read morePurchase Use Tax in Sage Intacct
Business meeting in a modern conference room with a presenter standing near a large wall-mounted screen while several attendees sit around a wooden table with open laptops and orange gift bags.

How to Process HR Actions in Workforce Go

July 29, 2025 by Hector
Building on the foundation of creating HR Actions in Workforce Go, this guide explores the next phase: processing those actions through approval …
Read moreHow to Process HR Actions in Workforce Go
Black digital calculator with numeric keypad and function buttons positioned on top of scattered U.S. dollar bills of various denominations, representing financial calculations and accounting.

Acumatica Accounts Payable Training Guide

July 8, 2025 by Hector
This comprehensive guide compiles key insights from SWK Technologies’ training sessions on the Acumatica Accounts Payable module, demonstrating …
Read moreAcumatica Accounts Payable Training Guide
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Recent Posts

  • Sage Intacct Multi-Entity Accounting: A Modern Solution for Complex Financial Operations
  • End of Year Cybersecurity Tips for 2025
  • Sage HRMS Year-End 2025 Closing Procedures
  • Smart Rules in Sage Intacct: Automating Data Integrity
  • How a Family Office Unified 80+ Entities and Drove Scalable Growth with Sage Intacct
  • Acumatica Bank Feeds & Expense Claims
  • Sage Intacct Accounts Receivable Automation: Boost Cash Flow & Cut DSO

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Our Latest Posts

multi entity

Sage Intacct Multi-Entity Accounting: A Modern Solution for Complex Financial Operations

Read moreSage Intacct Multi-Entity Accounting: A Modern Solution for Complex Financial Operations
IT professional reviewing cybersecurity code on multiple monitors for year-end security assessment

End of Year Cybersecurity Tips for 2025

Read moreEnd of Year Cybersecurity Tips for 2025
HR professional working on year-end payroll calculations at desk with laptop, calculator and financial documents for Sage HRMS processing.

Sage HRMS Year-End 2025 Closing Procedures

Read moreSage HRMS Year-End 2025 Closing Procedures

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