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Importing New Customers by Email Address in Acumatica

October 18, 2016 by Tim Rodman

You might want to import new customers from an eCommerce site into Acumatica, but you don't want to import them if the email address already exists. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Import Scenarios, Acumatica Learning, Acumatica Training, eCommerce, Import Scenarios, Importing Customers, Magento

How Dashboards Work in Acumatica

September 27, 2016 by Tim Rodman

Creating Dashboards in Acumatica can seem tricky at first. Hopefully this post will help to remove some of the fear and mystery surrounding how they work. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica 6, Acumatica Blog, Acumatica Charts, Acumatica Dashboards, Acumatica KPI Widget, Acumatica Learning, Acumatica Line Charts, Acumatica Training, Acumatica Widgets, Dashboards, Embedding Power BI, ERP, Generic Inquiry, Personal Dashboards, Power BI Dashboard Widget, Shared Dashboards

A Power BI Timesheet

August 23, 2016 by Tim Rodman

If you work for a law firm, an accounting firm, or any consulting firm, then chances are you have to fill out a timesheet. A Power BI Timesheet can help. … [Read more...]

Filed Under: Miscellaneous Tagged With: Office 365, Office 365 and Power BI, Power BI, Professional Services Timesheet, Timesheet Generation

Pivot Tables in Acumatica 6

July 26, 2016 by Tim Rodman

Here is my introduction to Pivot Tables in Acumatica 6. A popular tool for Excel Professionals, Pivot Tables are now available within Acumatica. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica 6, Acumatica Blog, Acumatica Learning, Acumatica Training, ERP, Generic Inquiry, Grouping, Pivot Tables, Sorting on Totals

Acumatica MICR Check Font

July 12, 2016 by Tim Rodman

Acumatica can print MICR Checks using a MICR font. Here are step by step instructions showing you how to do it, including a recommended MICR font. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica Blog, Acumatica Checks, Acumatica Learning, Acumatica MICR, Check Printing, ERP, MICR, MICR Checks

Acumatica Financial Report Change Email Notifications

June 28, 2016 by Tim Rodman

Get email notifications when your Financial Reports change in Acumatica. This is especially useful when you have multiple people working on them together. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica Analytical Report Manager, Acumatica Blog, Acumatica Financial Reports, Acumatica Learning, Acumatica Learning: Acumatica, Acumatica Reporting, Acumatica Reports, Automation Notifications, ERP

Acumatica Generic Inquiry Date and Time

June 14, 2016 by Tim Rodman

Sometimes you want to display both the Date and the Time in a Generic Inquiry column. Use this Acumatica Generic Inquiry Date and Time trick to do it. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Reports, ERP

Acumatica General Ledger Structure

May 31, 2016 by Tim Rodman

Acumatica was recently selected as The Best Enterprise-Class General Ledger Accounting Software of 2016. Let's look at the General Ledger Structure. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Financials, Acumatica General Ledger, Acumatica GL Segments, Acumatica Learning, Acumatica Natural Account, Acumatica Subaccount, Acumatica Training, ERP, General Ledger Structure

Power Update

May 17, 2016 by Tim Rodman

Use Power Update to schedule Excel files for automatic email distribution or automatic refresh, including publishing to Excel Online. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Dashboards, Acumatica Generic Inquiry, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Training, Business Intelligence, ERP, Power BI, Power Pivot, Power Query, Power Update

Power BI, Acumatica, and the Trajectory Economy

May 10, 2016 by Tim Rodman

More and more, people don't buy the past or the present, they buy the future. Especially in software. And the trajectory is the best estimate of the future. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Training, ERP, Gartner BI Magic Quadrant, Power BI, Trajectory Economy

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Recent Blog Posts

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Recent Forum Posts

  • Ed Dolan

    RE: Limited or no support from Acumatica?

    @jjbotes Good thoughts. We'll endeavor to find a soluti...

    By Ed Dolan , 3 days ago

  • Johan Botes

    RE: Limited or no support from Acumatica?

    The question is "when" in the business process does the...

    By Johan Botes , 3 days ago

  • Ed Dolan

    RE: Limited or no support from Acumatica?

    @jjbotes Thank you for the feedback. I will discuss wit...

    By Ed Dolan , 3 days ago

  • Johan Botes

    RE: Limited or no support from Acumatica?

    Acumatica can have positive units in stock but a negati...

    By Johan Botes , 3 days ago

  • Ed Dolan

    RE: Limited or no support from Acumatica?

    @azeigler I am concerned as well about the lack of s...

    By Ed Dolan , 3 days ago

  • Johan Botes

    RE: Limited or no support from Acumatica?

    Hi Ed - the principle is embedded in standard functiona...

    By Johan Botes , 3 days ago

  • Ed Dolan

    RE: Limited or no support from Acumatica?

    Johan, Thanks for the rely and I hope you are well. ...

    By Ed Dolan , 4 days ago

  • Albert Zeigler

    RE: Limited or no support from Acumatica?

    @edolan I see, I think the context i was looking for wa...

    By Albert Zeigler , 4 days ago

  • Johan Botes

    RE: Limited or no support from Acumatica?

    Acumatica primarily allows negative inventory for stock...

    By Johan Botes , 4 days ago

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