Acumatica is very good at integrating with Microsoft Excel. In this video I demonstrate the ability to export to Excel and import/update from Excel. I am using the Chart Of Accounts (GL202500) screen, but this feature is available on a number of different screens. http://www.youtube.com/watch?v=eNk4_gkmeOo … [Read more...]
General Ledger Account Structure
Update (May 31st, 2016): For a more detailed post on this topic, click here. One of the most consistent things across ERP systems is the General Ledger Account Structure where the GL Accounts are given a certain structure according to your business needs. While this isn't complicated, sometimes it's nice to see how the screens look so you get a feel for the product. It's kind of like a first date with your ERP system. So, with that in mind, here is a 4 minute video showing the relevant … [Read more...]
Philadelphia Airport PAL
A couple of weeks ago I took a trip home to meet my nephew who was just born a couple of months ago. My wife and daughter had flown out a week ahead of me so I made my trip solo. My connecting flight in Philadelphia was supposed to take off around 9:00p, but we didn't end up leaving until around 2:00a. Note to self, don't take US Air ever again. We had two planes fail on us before the third one finally came through. However, because I had my laptop with me, I was able to take advantage of the … [Read more...]
Acumatica Regional Translation
Sergey has a nice post up about how to easily translate all the field labels in Acumatica into another language: http://blog.acumatica.com.sg/2013/08/translating-acumatica-changing-field.html I've never worked on an ERP translation project, but Sergey's post makes translation in Acumatica look very simple. … [Read more...]
Creating a New Company
I wanted to create a new company in Acumatica that would only be used for the F100 Hands-On Financials (V4.0) course that I am retaking, but I couldn't remember how to do it. So, after figuring it out again, I thought I'd document it here so I can use these instructions next time I need to create a company. Please note, these are not official instructions, but I think they get the job done. 1. Find Acumatica ERP Configuration on the start menu (assuming Acumatica is installed on your local … [Read more...]
Training Courses Take 2
I It has been 5 days since I failed the examination, but I have been under the weather this week so I am just now getting around to starting the redo. I am starting by deleting the folders with the course material since I know that Acumatica University is frequently changing and the material might have changed since I last downloaded it. I plan to put in two Pomodoros tonight and then get back to painting the bathroom. Here we go! … [Read more...]
NetSuite & Oracle vs. Acumatica & Microsoft
I didn't realize until reading this article today that NetSuite is so aligned with Oracle. "A pioneer in the SaaS (software as a service) market, NetSuite has Ellison as an investor. Its software has typically run on the Oracle stack including the database." I don't know that much about NetSuite, but this article helped me further differentiate between Acumatica and NetSuite. I already knew the following differences: Priced per user (NetSuite) vs. Unlimited users (Acumatica) SaaS option … [Read more...]
Examination Failed
Well, yesterday I failed the examination for the first Financial module course. I then failed the second examination. Before failing the third examination, I decided to stop, not wanting to waste the instructor's time. Basically, the examination consists of an Acumatica instructor checking my Acumatica version to see if I was able to perform all the exercises that were in the course material. They spot check different things to make sure that I followed the exercises to the letter. I thought I … [Read more...]
Examination Review
Today I am scheduled to review my Financial module exams with an Acumatica University Instructor. I did do a quick review of things yesterday to refresh my memory on everything that I learned. I have no idea what to expect. We'll see how it goes... … [Read more...]
Rolling Monthly Financial Report
Last week someone posted on the LinkedIn Acumatica User Group asking about how to create a rolling monthly financial report. Now, it's always dangerous to assume that you know what someone is asking for just by reading a couple of sentences, but I thought I would live dangerously and try to answer the question. Disclaimer: This is my first time trying to write a financial report in Acumatica so MY METHOD MIGHT BE COMPLETELY WRONG. But, it does seem to work, and sometimes that is good enough. I … [Read more...]
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