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Tips and Tricks

Home » Tips and Tricks

Acumatica 2026 R1 release logo featuring an orange square with white "R1" text next to the Acumatica brand name and "2026" in dark navy type on a white background.

Acumatica 2026 R1 – New Features and Updates

March 26, 2026 by Hector
Acumatica 2026 R1, released March 2026, delivers a broad set of new features and improvements across every major module, with particular depth in …
Read moreAcumatica 2026 R1 – New Features and Updates
Sage Intacct recurring journal entries Transaction tab showing a new entry form with Book set to Accrual, Journal set to GJ–General Journal, Description set to Rent, Reference number 1, and two entry lines: a $1,500 debit to account 60300–Rent and a $1,500 credit to account 20100–Accounts Payable, both assigned to Department 100–Admin and Location 100–Entity 1.

How to Use Recurring Journal Entries in Sage Intacct

March 17, 2026 by Hector
Rimee Jain Sage Intacct Consultant SWK Technologies, Inc. If your finance team manually enters the same journal entry every month — rent, …
Read moreHow to Use Recurring Journal Entries in Sage Intacct
Sage 100 Auto Generate Invoices Selection screen showing the Order Type dropdown expanded with "Standard/Back Orders" and "Repeating Orders" options, selection criteria fields including Sales Order Number, Sales Order Date, Customer Number, Salesperson, Cycle Code, Ship Date, and Promise Date set to 2/24/2025, and checkboxes for Ship Invoice Complete, Select Orders on Hold, and Only Select Jobs with Status of Open.

How to Use Auto Generate Invoices in Sage 100

March 12, 2026 by Hector
The following is an article companion to the Sage 100 Shorts video demonstration of the Auto Generate Invoices feature, presented by SWK consultant …
Read moreHow to Use Auto Generate Invoices in Sage 100
Acumatica AI Studio LLM Prompts screen for ‘STOCK-ITEM-DESC – Stock Item Description.’ The form shows fields for Prompt ID, Prompt Name, LLM Connection, Source Form, and a Button Name of ‘Generate Description.’ The Instructions tab is open, containing markdown-style context and instructions that reference inventory fields and output requirements, with an Output Format tab and a Prompt Testing panel visible on the right side of the screen.

How to Set Up AI Studio in Acumatica 2025 R2

March 3, 2026 by Hector
Acumatica 2025 R2 introduced the AI Studio, a built-in feature that connects an external large language model (LLM) directly to your ERP. The goal is …
Read moreHow to Set Up AI Studio in Acumatica 2025 R2
Diagram illustrating Sage Intacct union operations with two departments. Shows four operation types: Union (combines all items without duplicates), Union All (combines all items keeping duplicates), Intersect (shows only common items), and Minus (shows items unique to first department). Example uses transaction types like Sale, Refund, Purchase, and Bonus.

How to Combine Reporting Areas in Sage Intacct ICRW

February 24, 2026 by Hector
Rimee Jain Sage Intacct Consultant SWK Technologies, Inc. The Sage Intacct Interactive Custom Report Writer (ICRW) already gives you powerful …
Read moreHow to Combine Reporting Areas in Sage Intacct ICRW
Commercial construction blueprint with pencil and ruler showing project plans and measurements

Managing Commercial Projects in Acumatica Construction

January 26, 2026 by Hector
Acumatica Cloud ERP provides construction-specific functionality designed to handle the complexities of commercial project management. From initial …
Read moreManaging Commercial Projects in Acumatica Construction
Four business professionals collaborate around a laptop and project documents, reviewing charts and data during a team meeting about project planning and budget analysis.

10 Acumatica Project Accounting Tips for Time and Billing

December 24, 2025 by Hector
Managing project-based financial reports requires careful coordination between time tracking, resource allocation and billing. The Acumatica Project …
Read more10 Acumatica Project Accounting Tips for Time and Billing
3D metallic numbers displaying 2026 with the number 5 below, representing Acumatica's 2025 year-end closing transition to 2026

2025 Year-End Closing in Acumatica

December 15, 2025 by Hector
As 2025 draws to a close, Acumatica users must prepare for year-end financial closing, tax reporting and compliance requirements. This compilation …
Read more2025 Year-End Closing in Acumatica
A notebook opened to a blank page marked "2025" with a pen placed across it, representing preparation for Sage 100 year-end closing procedures and tax reporting for the upcoming fiscal year.

Sage 100 Year-End Resources for 2025

December 8, 2025 by Hector
SWK Technologies has compiled this comprehensive guide to help streamline your Sage 100 year-end closing processes for 2025 and prepare your reporting …
Read moreSage 100 Year-End Resources for 2025
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
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Recent Posts

  • Acumatica 2026 R1 – New Features and Updates
  • How SWK Technologies Helped a Nonprofit Manufacturing Plant Modernize Its IT
  • SWK Technologies March 2026 Cybersecurity News Recap
  • Gain Real-time Jobsite Access from Sage 100 Contractor in the Cloud
  • How to Use Recurring Journal Entries in Sage Intacct
  • How to Use Auto Generate Invoices in Sage 100
  • How the CCPA Audit Rule Affects SMBs in 2026

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Our Latest Posts

Acumatica 2026 R1 release logo featuring an orange square with white "R1" text next to the Acumatica brand name and "2026" in dark navy type on a white background.

Acumatica 2026 R1 – New Features and Updates

Read moreAcumatica 2026 R1 – New Features and Updates

How SWK Technologies Helped a Nonprofit Manufacturing Plant Modernize Its IT

Read moreHow SWK Technologies Helped a Nonprofit Manufacturing Plant Modernize Its IT
Five cream-colored letter tiles spelling "MARCH" arranged in a horizontal row against a white background.

SWK Technologies March 2026 Cybersecurity News Recap

Read moreSWK Technologies March 2026 Cybersecurity News Recap

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