How do you Setup Automation Schedules with Acumatica?
- Prepare to create an automated schedule by accessing the Payables workspace through the main menu, and navigating to the Prepare Payments workspace.
- Navigate to the Payments Process page and specify your payment method.
- Add a Schedule by clicking the Schedules button in the top left of the screen, fill in the details for your automation including the Execution Time.
- Save your automation!
Want more details? Watch the video tutorial or keep reading.
Your customers expect a lot from you. In this day and age efficiency is king – automating your workflow can save you time, headaches and allow you to spend more time on fulfillment and customer satisfaction. Streamlining and automation allows you to be more proactive with your tasks by scheduling and simplifying the most tedious. In our video today, we will be going over Automation Scheduling in Acumatica so you can see just how quickly and easily you can optimize even the most time-consuming tasks.
Step 1: Prepare To Create An Automated Schedule For A Cheque Run
Navigate to the Menu, located in the top left-hand corner of the screen and click on the Payables workspace. From here, select the Prepare Payments workspace located under the Processes header
Step 2: Open Up The Payments Process
Once you navigate to the Payments Process page, you will need to specify a payment method, you will do this by clicking on the magnifying glass, located in the Payment Methods field.
Step 3: Set Your Automation Schedule
In the top-left of your screen, you will see four buttons, the button on the far right is your Schedules button. (Note: Anything that has a Schedules button, allows for you to set an automation schedule for it). Click on the Schedules button select add.
This will open up a new window where you will be able to fill in all of the details of your automation. Once you’ve filled in a description for your automation, click on the Schedule tab and select the frequency and day of the week that you would like your automation to occur. You also have the ability to dictate the time that you automation will occur in the Execution Time section of the window.
Once you have completed this, hit the save button at the top of the window and your automation is all set!
If you’re interested in learning more about Acumatica, or if you simply need to vent about your current inventory management system, contact our team.
Need more information on the software? Check out the overview of Acumatica Cloud ERP Software.