In this demo, we will show you how to quickly print a check even if you don’t yet have a bill in the Acumatica systems. Sometimes you just need to do a check on the fly. In Acumatica, you can basically enter the expense and pay it all in one with Acumatica Quick Checks.
Watch the video: Quick Look at Acumatica Quick Checks in Accounts Payable
“Quick Checks. So, if you need to do a check on the fly, you don’t have the bill in the system yet you can use quick checks to quickly create that check. This basically allows you to enter the expense and pay it all in one. So if we hit the plus button, we’re going to go and we’re going to create a quick meals reimbursement to one of our employees. So we’re going to pull up our employee, Michael Andrew, and we’re going to do a lunch reimbursement for him for $15.
Now you could utilize quantities, units of measures if you want. That’s optional. Not required. Now the default account coming in from Michael’s profile is 6300. We’re going to overwrite this because this is reimbursement for a meal. We’re going to take it off hold and we’re going to save. You’ll notice that the status changes to pending print, which means we got to go print this check now. We can do that right from our actions menu. Print their check. And here’s the check it’s proposing to print. We say, okay after we verify our check number and here it comes up on the screen. So this is just a visual image of that check. Once you print, then you can go and you can release the check if it printed fine. So that’s just a quick way to get a checkout that door if you don’t yet have the bill in the system.”
This is a snippet from a detailed Acumatica overview. Watch the full video – Acumatica Lunch and Learn Part 2 – Acumatica Financials.
If you want to see more features that stand out in Acumatica review the series of articles our senior ERP consultants have published that compare Acumatica vs Microsoft Dynamics GP.
Get Acumatica user tips at www.calszone.com/tips.
Are you ready to evaluate Acumatica or looking for Acumatica training and support? Contact CAL Business Solutions at firstname.lastname@example.org or 860-485-0910 x4.
By CAL Business Solutions, Acumatica and Microsoft Dynamics GP Partner, www.calszone.com