I noticed on the top of Acumatica screens, under the Help menu, there is an option called Get Link. I tried it out and got very excited about the potential. Basically, you can open a record on a screen and then get a hyperlink that will open the screen for you and take you to the exact record that you were looking at. This got me to thinking about the lowly hyperlink. There are lots of great advantages to using web-based software like Acumatica. When we think of web-based software, things like … [Read more...]
Acumatica 5.0 Coming This Summer
Acumatica 5.0 will launch at the partner summit this coming Summer. I had a random thought that, since Acumatica is already so closely aligned with Microsoft, maybe they should follow Microsoft's lead when it comes to naming new versions of Acumatica. Microsoft uses the year of the release in many of their products (eg. Microsoft Dynamics AX 2012, Microsoft Excel 2013, and Microsoft SQL Server 2012). Also, Acumatica seems to have slipped into releasing new versions once a year anyways, so using … [Read more...]
R180 Abbreviated Business Intelligence
I completed the R180 Abbreviated Business Intelligence course tonight which is a really short course that just points you to some videos on the Acumatica website and then you take a test. I had seen these videos before when I first started looking into Acumatica almost a year ago. However, true to APAL form, I always seem to learn something new. This time around, there were a few things that caught my attention: In the Favorites and Usability Features video, it talks about how you … [Read more...]
Acumatica, Power Query, and Power Pivot
I wasn't able to spend much time on direct Acumatica learning this week, but I did get to entertain an Excel reporting idea that I think would be very powerful if I can get it to work. First, a word about Power Pivot. I began using Power Pivot early last year and have become a big fan. At my company, we now do a lot of our reporting in Power Pivot. Recently, over the past few months, I have been attending the Cleveland Excel User Group which focusses on Power Pivot and is organized by a guy … [Read more...]
A Taste of Holiday Cheer – Free Wine From Acumatica
Yesterday was my first day back in the office in four weeks. Our holiday travel plans took us to California for three weeks where I used PTO on some days and worked remotely on other days. Then the cold spell last week halted our flight, extending our stay in California by another week. No complaints from us though since I was able to continue working remotely without having to burn vacation days. So, when I finally got back into the office yesterday, I was surprised to see a package on my desk … [Read more...]
F140 Passed
This week I passed the F140 Advanced Cash Management (V4.0) course. It's a pretty short course and it didn't take too long. The payment reclassification feature stood out to me this time around. It's nice that you can get all your deposits entered even though you might not know who the customer is, then associate the customer later if needed. This way you can easily do daily bank reconciliations every morning, even if you don't have all the information for each deposit. … [Read more...]
F130 Passed
This week I passed the F130 Advanced Accounts Payable (V3.0) course. I like that you no longer need to schedule an appointment with an instructor in order to take the exam. You can just answer the exam questions while logged into the Acumatica University website. Then, once you pass, your certificate appears immediately next to the course name on the Achievements tab. While going through the course features, I noticed the Approve Bills for Payment (AP502000) screen which I hadn't noticed … [Read more...]
Custom Explore Query
One of my favorite features in Sage 500 is Business Insights Explorer. Recently though, I was pleased to discover that Acumatica has a similar feature. Each module in Acumatica has an Explore section in the Work Area area. For example, in the Accounts Payable module, there are five menu options available in the Explore section: Vendor Summary, Vendor Details, Bills Pending Payments, Checking Pending Printing, and 1099 Year Summary. However, you have the option to add your own menu options … [Read more...]
Western Digital Crowded Cloud Commercial
I think this recent TV commercial does a good job of illustrating why it's good to have the option to run your own private cloud. http://www.youtube.com/watch?v=-ZSPqWwGp2Y … [Read more...]
Spell Checker
I was doing one of the exercises for the F130 Advanced Accounts Payable (V3.0) course today (I know, I'm still not done re-taking the courses, grrr). I was supposed to enter the word "Certification" in the Description field on the Bills and Adjustments (AP301000) screen, but I accidentally entered "Certificatin" instead. However, because I'm using Google Chrome, the spelling error was highlighted with a red line underneath it. It jumped right out at me. Then it dawned on me, I now have a spell … [Read more...]
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