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Training

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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
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
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Recent Posts

  • 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
  • Cybersecurity Training – Why You Need More Than a Checkbox

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Our Latest Posts

How SWK Technologies Helped a Nonprofit Manufacturing Plant Modernize Its IT

Read moreHow SWK Technologies Helped a Nonprofit Manufacturing Plant Modernize Its IT
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SWK Technologies March 2026 Cybersecurity News Recap

Read moreSWK Technologies March 2026 Cybersecurity News Recap
Aerial view of an active construction jobsite with multiple workers in orange safety vests and hard hats working across concrete formwork, rebar grids and red metal shoring panels during a large-scale building project.

Gain Real-time Jobsite Access from Sage 100 Contractor in the Cloud

Read moreGain Real-time Jobsite Access from Sage 100 Contractor in the Cloud

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