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Tips and Tricks

Home » Tips and Tricks » Page 3

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 Bonilla
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 Bonilla
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 Bonilla
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 Bonilla
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 Bonilla
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 Bonilla
This comprehensive guide compiles key insights from SWK Technologies’ training sessions on the Acumatica Accounts Payable module, demonstrating …
Read moreAcumatica Accounts Payable Training Guide
Acumatica Cash Management Preferences configuration screen showing auto-matching settings, posting options, and available balance controls for bank reconciliation setup.

Acumatica Cash Management: Training Guide

June 11, 2025 by Hector Bonilla
The Acumatica Cash Management module (also called Banking) serves as the central hub for managing transactions, credit card accounts and bank account …
Read moreAcumatica Cash Management: Training Guide

1099 Processing in Sage Intacct: A 2025 How-To Guide

June 10, 2025 by Hector Bonilla
Year-end 1099 reporting doesn’t have to be stressful. This 2025 guide walks you through the entire process in Sage Intacct – from vendor setup …
Read more1099 Processing in Sage Intacct: A 2025 How-To Guide
Sage Intacct Fixed Assets Management interface updated with 2025 R2 and displaying asset details including cost, depreciation schedules, and transfer history on a laptop screen being held up by a pair of hands from the right of the screen.

Sage Intacct 2025 R2 – A Complete Update Guide

June 3, 2025 by Hector Bonilla
Sage Intacct 2025 R2 (“Release Two”) launched in early May of the same year with both new and improved workflow automations and platform enhancements. …
Read moreSage Intacct 2025 R2 – A Complete Update Guide
Computer monitor displaying Sage 100 ERP software interface with the Favorites navigation panel open on the left side, showing various folders and menu items, positioned on a clean white desk with minimal accessories.

Sage 100 Favorites – How to Guide

May 30, 2025 by Hector Bonilla
Using the Favorites functionality in Sage 100 allows you to consolidate repetitive menu navigation processes to a few quick clicks, allowing you to …
Read moreSage 100 Favorites – How to Guide
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Our Latest Posts

Microsoft Teams logo, 3D rendering on a white background: a translucent white speech bubble outline on the left containing a solid blue capital letter T, overlapping a larger purple figure with a rounded body and a separate purple spherical head, next to a smaller blue figure with a rounded body and a separate blue spherical head on the right.

Microsoft Teams Phishing Threats – What to Watch For

Read moreMicrosoft Teams Phishing Threats – What to Watch For
Business team reviewing Sage 100 2026 upgrade planning at computers

Sage 100 2026 Upgrade Planning: How to Reduce Disruption

Read moreSage 100 2026 Upgrade Planning: How to Reduce Disruption
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Data Center MEP Contractors Face the Same WIP Problem as GCs

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