A very nice feature in Acumatica is the ability to attach files. It's surprising that more accounting systems don't offer this feature. Actually, sometimes they claim to offer this feature, but they don't actually store the files in the database (they just store a link to the file). Not only does Acumatica store the files in the database, but you can control who has access to the file, keep track of versions on the file, and do some other cool stuff. Suffice to say that this is much better than … [Read more...]
Version 4.0 Buttons Are Better
I first noticed the difference in the navigation pane between version 3.0 and 4.0 since I'm watching training videos which were recorded in version 3.0, but I also wanted to point out that there is quite a difference between the buttons on the screens. In version 3.0, the buttons were a lot more wordy and they took up more space (sorry for bad resolution, this is a screenshot from a video): In version 4.0, the buttons take up much less space because the words have been removed. If you forget … [Read more...]
Recurring Transactions (AP203500 & AR203500) screen problem
I'm currently going through the F130 Advanced Accounts Payable (V3.0) course and noticed that I have the same problem with the Recurring Transactions screen that I was having in the Accounts Receivable module. In Accounts Payable the screen ID is AP203500 and in Accounts Receivable the screen ID is AR203500. The problem is that the bottom part of the screen is cutoff and I can't add documents to the recurring schedule. Maybe it's my browser (chrome)? So, in order to get around this, I just … [Read more...]
F120 Advanced Accounts Receivable (V3.0)
The F120 Advanced Accounts Receivable (V3.0) course was much more involved than the F110 Advanced General Ledger (V3.0) course. There are a lot more setup options to consider. I first tried to complete the exercises without watching the training videos, but I failed. I needed the training videos in order to see how to do all the steps in the process. Here are the main topics covered in the training material: AR Recurring Transactions You can create a schedule and then add invoice … [Read more...]
Version 4.0 Navigation Pane
Since I'm watching videos which were recorded using version 3.0, I noticed that the navigation pane on the left-hand side of the screen used to look like the Microsoft Dynamics ERP navigation panes in version 3.0. Now the navigation pane has been reinvented to look like this: Interesting move to go away from the ribbon look and feel that so many Microsoft-friendly products are moving towards. … [Read more...]
Acumatica Training Videos
Some brief comments about the Acumatica training videos on Acumatica University: I'm currently going through the F120 Advanced Accounts Receivable (V3.0) course which employs the most extensive set of videos that I've encountered so far. The lady who recorded the videos has an accent that takes a little while to get used to, but I really like her enthusiasm. Also, there is an advantage to her not having a stellar command of the English language because it forces her to read from a script (at … [Read more...]
Demo Company
Tonight I realized that I didn't do my F110 Advanced General Ledger (V3.0) transactions in the demo company. Instead I did them in the blank company which was required to complete the F100 Hands-On Financials (V4.0) course. Oops... So, I went back and installed the demo company in the same database as my original blank company. It's nice to have the option to install multiple companies in the same database if you want. This makes consolidated reporting much easier. Now I'm going back through … [Read more...]
F110 Advanced General Ledger (V3.0)
I got a response from the email that I sent to learning@acumatica.com and the instructor recommended that I go through all the Financial courses, then we can look at everything in one sitting. So, tonight I went through the F110 Advanced General Ledger (V3.0) course. Nothing too complicated here, just covered the following: Allocations Recurring Transactions Budgets Closing Process Some of the screen names were a little different since this is a 3.0 course (no 4.0 available yet), but the … [Read more...]
Acumatica 4.0 Screens
I created an Excel Pivot Table with a list of all the Acumatica 4.0 screens. In order to view the Pivot Table, please click here. Here is my SQL code for the query that feeds the Pivot Table: SELECT MainModule.Title[Main Module],SubModule.Title[Sub Module], Pane.Title[Pane],Category.Title[Category], Screen.Title+' ('+Screen.ScreenID+')'[Screen] FROM dbo.SiteMap Screen LEFT OUTER JOIN dbo.SiteMap Category ON Screen.ParentID = Category.NodeID LEFT OUTER JOIN dbo.SiteMap Pane ON … [Read more...]
Finally Done Importing
I finally finished the data migration portion of the F100 Hands-On Financials (V4.0) course. Data migration is my least favorite portion of any implementation because: I think it's boring It always takes much longer than you think it will It took me a few late nights to finally get through this. There was some bad data in some of the import files that I had to cleanup in order for the import to go through successfully. When you import AP and AR open bills/invoices, the system automatically … [Read more...]