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Tips and Tricks

Home » Tips and Tricks » Page 9

A laptop with a tablet and graphs on it.

Acumatica Generic Inquiries & Pivot Tables Video

December 7, 2022 by Hector
Acumatica Generic Inquiries and pivot tables make it easy to extract the data you need for use with reporting and analytics applications. With Generic …
Read moreAcumatica Generic Inquiries & Pivot Tables Video
A woman is working on a computer while a woman is on a video call.

Top 7 Cybersecurity Tips for Remote Workers

December 5, 2022 by Hector
Working from home is becoming popular, primarily because of the flexibility this setup offers; however, one of the biggest concerns for remote workers …
Read moreTop 7 Cybersecurity Tips for Remote Workers
A screen shot of a dashboard with a green screen.

Sage Intacct 2022 Release 4 Highlights

December 2, 2022 by Kaylee Franzen
SWK Technologies is pleased to share these highlights of Sage Intacct 2022 Release 4 with enhancements delivered across 3 major themes: Sage Intacct …
Read moreSage Intacct 2022 Release 4 Highlights
A screen shot of a computer screen showing a list of files.

How to Delete Unused Warehouses in Sage 100 Inventory

November 30, 2022 by Hector
Raymond Aaron Senior Consultant – Sage 100 SWK Technologies, Inc.   This article will cover how to delete unused warehouses from your …
Read moreHow to Delete Unused Warehouses in Sage 100 Inventory
A calendar is displayed on a computer screen.

Use Microsoft 365 Bookings to Organize Tasks & Events

November 28, 2022 by Hector
The Microsoft 365 Bookings feature is a great way to keep track of your tasks and events. It allows you to create appointments, schedule meetings, and …
Read moreUse Microsoft 365 Bookings to Organize Tasks & Events
General inquiries & pivot tables.

Acumatica: Generic Inquiries (GI) Video

November 23, 2022 by Hector
Learn more about Acumatica Generic Inquiries with this video overview, which covers how to use the GI functions to gain visibility into the data you …
Read moreAcumatica: Generic Inquiries (GI) Video
A screen shot of the team page in Microsoft Office 365.

3 Practical Security Tips for Microsoft Teams

November 21, 2022 by Hector
In this blog, we will dive into some practical security tips for securing Microsoft Teams and keeping your workplace safe. Teams with Office 365 is a …
Read more3 Practical Security Tips for Microsoft Teams
A white background with red and white pieces of paper.

Fixing PDF Conversion Errors in Sage 100

November 16, 2022 by Hector
Erin Oldaker-Moul Senior Consultant – Sage 100 SWK Technologies, Inc. This article will cover errors that could occur during PDF conversion in …
Read moreFixing PDF Conversion Errors in Sage 100
A screenshot of the Acumatica dashboards.

Acumatica: Dashboards & KPI Overview Video

November 9, 2022 by Hector
This quick video demo of Acumatica’s dashboards and KPI (key performance indicators) capabilities will show you how easy it is to capture the …
Read moreAcumatica: Dashboards & KPI Overview Video
A screenshot of a screen with a number in the middle of the screen.

Acumatica User Activity & Performance Monitoring

November 3, 2022 by Hector
Spot Problem Areas Quickly with Acumatica User Activity & Performance Monitoring With the mass move to remote working, the systems are now the …
Read moreAcumatica User Activity & Performance Monitoring
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Our Latest Posts

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

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

Read moreHow to Use Auto Generate Invoices in Sage 100
California state flag on the left and United States flag on the right flying side by side on separate poles against a clear blue sky, representing the updates to the CCPA in 2026.

How the CCPA Audit Rule Affects SMBs in 2026

Read moreHow the CCPA Audit Rule Affects SMBs in 2026

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