Guides

Our Guides give you detailed, step-by-step insights for a better understanding.

Processing Payments in Acumatica

Discover everything you need to streamline Acumatica credit card processing. Explore our collection resources to simplify payments, boost security, and improve customer experiences.

Integrating Accounting with Salesforce- A Complete Guide to Streamlined Financial Management
Integrating Accounting with Salesforce- A Complete Guide to Streamlined Financial Management

Integrating Accounting with Salesforce: A Complete Guide to Streamlined Financial Management

Salesforce is a cloud-based software company offering a CRM platform to help businesses manage customer interactions, boost sales, and improve profitability.

A Guide to Implementing P2P Payments in Your Business
A Guide to Implementing P2P Payments in Your Business

A Guide to Implementing P2P Payments in Your Business

Peer-to-peer (P2P) payments offer a fast, secure way to send and receive money digitally, replacing the need for cash or checks with easy-to-use apps and platforms.

P&L Management Guide for 2024: How to Gain Better Financial Management
P&L Management Guide for 2024: How to Gain Better Financial Management

P&L Management Guide for 2024: How to Gain Better Financial Management

Profit and loss management, commonly known as P&L management, involves overseeing all financial activities related to the revenues and expenses of a business.

Understanding Third-Party Billing: A Comprehensive Guide
Understanding Third-Party Billing: A Comprehensive Guide

Understanding Third-Party Billing: A Comprehensive Guide

Third-party billing is when an independent entity pays for services or goods instead of the customer.

Maximizing Efficiency with Days Sales Outstanding (DSO): A Comprehensive Guide
Maximizing Efficiency with Days Sales Outstanding (DSO): A Comprehensive Guide

Maximizing Efficiency with Days Sales Outstanding (DSO): A Comprehensive Guide

Managing DSO is crucial for maintaining cash flow and stability; strategies involve prompt invoicing, clear terms, credit checks, efficient processes, communication, and incentives such as discounts and penalties for timely payments.

How to Calculate Liabilities on Your Balance Sheet: In-Depth Guide
How to Calculate Liabilities on Your Balance Sheet: In-Depth Guide

How to Calculate Liabilities on Your Balance Sheet: In-Depth Guide

Liabilities are the sums a business owes. To calculate, compile all liabilities, list them on the balance sheet, sum current and non-current amounts, and verify with the accounting formula.

Guide to Cash Application Automation Software
Guide to Cash Application Automation Software

Guide to Cash Application Automation Software

Automated cash application software streamlines the process of applying incoming payments to the correct customer accounts and invoices.

How to Write an Email Invoice (1)
How to Write an Email Invoice (1)

How to Write An Invoice Email: A Step-by-Step Guide

To write an invoice email include a clear subject, brief message, payment info, contact info, an invoice, a friendly closing, and signature.