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This is a Discussion Topic where you can introduce yourself and explain what your role is at your company.
Are you the CFO or Controller?
Are you an Accounting Manager or Senior Accountant?
Are you a Financial Analyst?
Are you an Accounts Receivable or Accounts Payable Clerk?
Also, I'd love to hear about how Acumatica is working for you in your organization from an Accounting perspective. Is Acumatica easy to use? How does Acumatica compare to your previous system?
My title is Analyst, but I'm the system administrator for all IT related adventures.
Form an accounting angle, Acumatica is hit and miss. Applying duty to items in real-time is a real chore (we had to make a warehouse for when they hit the water overseas to apply duty). That being said, before I started they had Excel and Quickbooks, neither of which work for a growing company. Really, we're just happy with the inventory maintenance this system provides. Everything else that has been "good" about the accounting side has been from reports I've made showing totals at month end etc so we can close properly. I feel the accounting module is weak in this system, but Acumatica is my first ERP implementation and therefore the first I've administrated.
@michaelhansen Good point about Inventory and Accounting being in the same system. That's a big benefit over smaller systems like Quickbooks. There are definitely products that handle the Accounting better than Acumatica (eg. Sage Intacct), but Acumatica has more depth outside of the Accounting area.
Hi, Tim and all AUGForums,
My role as Managing Director for Sunartha. All the operations decisions role will be involving me. Also, I'm deciding what kind of technology that will be used internally or proposed to the customers.
Already being part of Acumatica Partners since version 3.0
Interested in joining this community to help each other Acumatica users and partners.
Thanks
Daru
Thanks for blessing us with your presence @daru. It's rare to have someone who has been involved with Acumatica since 3.0!
Hello All, I am the CFO for WPX Delivery Solutions, and we have been using Acumatica for financials since 2015. We have another program that is our daily operating system for tracking deliveries, and that system also handles all of our invoicing. While the other system can generate an invoice, it isn't an accounting program and doesn't handle AR balances. So we import batch information to Acumatica, and use Acumatica for GL, Payables, Receivables and bank transactions.
Acumatica is pretty solid as a base financial system. We've been unsuccessful getting it to do any active linking to our operating systems, so everything is historical data. We still do all of our forecasting in Excel.
I appreciate being part of this community as I learn a lot of tips here!
@delongst Gotta love Excel. I always chuckle when I see companies implement a new ERP system, but the most sophisticated reports stay in Excel. I'm a big Excel fan though so I don't mind that at all. It speaks to the power of Excel.
I was really excited when Acumatica introduced support for OData, embracing Excel rather than fighting it:
https://powerpivotpro.com/2015/06/data-nirvana-power-pivot-odata-acumatica-erp
Hello Everyone,
My role is Technology Development Manager and implementing Acumatica was my first ERP implementation (and first ERP I've ever used). I am responsible for the technology our company pursues to move us into the 21st century so to speak.
Acumatica has been a royal pain to get to the finish line as we didn't have a well structured understanding of our own accounting system going into it - and so it's taken us until this coming year end to start using it as our system of reference. That being said as people have gotten more and more used to it the experience is positive. It's just been a LOT of work to get people to adopt it.
Our previous system was a complicated Excel & Access system that worked ok, but there were issues and as someone mentioned wasn't sustainable for growing our company.
Nic
@nsmith Wow, I didn't realize that Acumatica was your first ERP system. You've picked things up quickly, judging by the quality of your posts. I hope that your hard work now starts to pay off in the form of being able to leave work in time to have dinner with your family.
@timrodman Hahahaha - yes I am definitely now able to have dinner with the family. Thanks Tim! I'm not quite a wizard like you, but I am slowly getting better.
Hi there,
Nice to e-meet you! My role is Solutions Developer at Blanco Group. We've been using Acumatica since 2018 and it's been great so far. My primary role is is customizing/creating reports for our Directors. I am loving the ease of use Report Designer offers to make our reports visually attractive. We started testing Acumatica in one of our distribution warehouses, using the AR / AP / Finance and Inventory modules. We still have a lot to do with other offerings Acumatica has however it's been a good experience. Thanks for making this place a great community and source of knowledge!
@gustavo-carrasquillo I'm a kindred report creator myself. I hope that you find good job security in your role. In my experience, the more reporting you give the Directors, the more reporting they want 🙂
@timrodman your statement is definitely true! However I like it, it's great to see the Directors satisfaction when I'm able to manipulate the information the way they want. This forum has been a great contribution for my Reporting / GI skills.
Hi Everyone,
Happy to join this forum! I am a VAR Implementation Consultant. With boots on the ground we are often asked to come up with creative ways to provide or support a process unique to all different businesses. We work with many verticals but Service, Distribution and Projects/Construction is where I spend most of my time.
I am so appreciative for the vast level of knowledge this community provides and am looking forward to collaborating and sharing with everyone.
@knosretap "boots on the ground" is a great way to describe a VAR Implementation Consultant. ERP software publishers like Acumatica are like generals sitting in an air-conditioned room drafting battle plans. The VARs are the marines who have to "storm the beach".
@timrodman your analogy is a perfect extension to "Boots on the ground" phrase, which I cannot take credit for but I found it succinct.
Hi,
I am the Director of our Channel Partner and Referral Partner Programs at Lightspeed Voice. I work with our partners who resell, recommend and implement our voice solution into their customer environments. Lightspeed Voice prides itself in being a leader in the VoIP arena in three areas. Integration to back end systems (Acumatica), Quality of Service and most important, Service and Support. We are the first VoIP company to fully integrate with Acumatica and became an ISV in January of 2020. The integration kicks off automated workflow processes at the phone call putting significant savings to the users bottom line. I enjoy working with the partner and their customers to provide the best possible solution while ensuring the satisfaction of all those involved. I am looking forward to learning and sharing information with everyone in the forum. www.lightspeedvoice.com.
@doug Sounds very interesting. I've been interested in learning more about ERP / Phone Integration use cases ever since I saw this Acumatica Hackathon presentation:
https://www.augforums.com/acumatica-freepbx-voip-integration-summit-2018
Maybe I can pepper one of your technical people with questions on an episode of my Acumatica Podcast. I'll PM you about it.
@timrodman - Pepper me at your convenience. Happy to have a conversation both one on one or in a Podcast. Look forward to your email.
Is there a youtube video that shows the integration between lightspeed voice and Acumatica? I would love to see that. Thanks. ToonSix@intercs.com
www.intercs.com
@toonsix I can actually set up a time with you and show you a demo. Let me know when you are available. I work for Lightspeed Voice specializing in Acumatica
Customer Support and Sales
My job title is Systems Analyst and I used to be a software developer, but now I support JAMIS Prime ERP (Acumatica with government contracting-specific additions) within our company. Prior to using Prime/Acumatica, we used Quickbooks for accounting and in-house-written applications for time cards, invoicing, inventory, purchase orders, etc. I helped write the time card and labor distribution applications so I was heavily involved in our switch to Prime and ended up becoming the de facto technical support within our company for all parts of it. I knew nothing of accounting prior to implementing Prime in 2017 (I didn't even know what AP and AR meant) and haven't used any other accounting software for comparison.
Our biggest challenge was learning the vocabulary and the culture shift of having everything go into one system that didn't allow us to make quick and easy (i.e. non-auditor-friendly) changes by any means necessary (often direct SQL in any of our databases).
@dianne-a Sounds like you've had an interesting journey at your current company. Sounds fun!
Applications Manager at ICAST where we work to reduce carbon footprint of multi-family housing with little to no cost to the residents.
My role with Acumatica is a support specialist (why is this not working?), process efficiency (how can we do this better and/or how can we click less), report designer/customizer, generic inquiry guru, power bi integrator and occasional white hat hacker/low level developer to maximize the capabilities of Acumatica.
@timrodman Most of our Power BI dashboards are fairly simple, we do little data transformation between the systems, we use odata connection with custom generic inquiries that I have created, typically based on the system GIs, to report on various aspects within the general ledger or in projects or both. We have a few dashboards to report on Project revenue, cost, and Project status (we utilize many of the custom attribute fields to report on specific management requirements.) Other dashboards are setup which combine data from another project management system, another CRM, and Acumatica to reflect commissions, project variance causes, and carbon reduction calculations. I am still relatively new to Acumatica so most of the GIs are relatively simple, though with 2020 R2, the new 'related table' feature has simplified some of the table joins. I have a relatively decent background in MS SQL, particularly in queries, as I learn more about what we need out of Acumatica I add more GIs and work with our Business Data Analyst to adjust Power BI as needed.
@davidhunter Very cool. Were you already licensed for Power BI as part of your Office 365 licensing or did you purchase Power BI licenses for those who needed them? Also, are you embedding Power BI back inside of Acumatica or just having people access Power BI independently of Acumatica?
@timrodman We are a Non-Profit Org, Microsoft is generous with its licensing pricing for NPOs, we already had the BI licenses. I didnt realize you could embed BI in Acumatica, that is interesting, we utilize BI to tap into a few other applications and wanted a central location for managers to access the reports. Not everyone in our org uses Acumatica, but I am intrigued on the embed for some other reports that may assist with reporting on our grants, etc.
My title is still being worked on (think COntroller). We are an accounting and tax firm and we use Acumatica to manage all of our client projects, payroll, AP, AR, and GL. I have been looking at the various features that we need to use such as 1099 reporting and other payroll features.
My current issue is the ACA reporting for forms 1095-C. Having a real hard time learning how we might use the ACA reporting to help us with this task. I could use any input on how to implement this feature. The 1095-C reporting was a big issue this past year and I would like to improve the process.
@timothy-forester That's a very interesting scenario. I'm curious, are you storing everything in one Database with each client as a separate Tenant or does each client have their own Database?
@timrodman I am a CPA, not a computer guy, part of the problem. This is only my second ERM software. To my understanding, all are in one database. The other entities that we operate are all their own database, but clients are all in the one used by accounting and tax.
My name is Mark Durfor and I am the wearer of many hats at DyNexus Recruiting & Staffing in Seattle, WA. I am a recruiter, operations manager, biz dev assistant, marketing / social media manager, Certification2Hire Program Manager, and more. I have been with DyNexus for 5 months now helping the Acumatica world to fill their staffing needs.
Howdy! James McKinnon here.
what's my role? That's kind an interesting question, I'll try to keep this short...
I've been with this company for ~23 years now and have done and continue to do many things here... all things IT related, application development, report building, db maintenance and design on MS SQL, security, support, hardware, integrations, etc. If it communicates or draws power the I'm likely involved in some way or even in the middle of it all. With that said, I'm also deep into production, workflow, automation, colour management, international communications, Health and Safety... I could go on but I think you'll get the idea.
At this very moment I'm hyper focused on Acumatica and its integration with our internally built Scheduling system, a kind of ERP/MRP deal, and leveraging Acumatica in every way reasonably possible. To date, it's been a fabulous ride and I'm really enjoying my interactions with Acumatica and look forward more complex Customization Project, workflow, "proper" development, and more.
To the techies out there... I'm 100% home brewed, taught myself how to code 43 years ago and I think I'm classified as one step up from a 4x4 coder, or at least a partial step up. Most of my experience is scripting... php, ps, vb, perl, even applescript ( dating myself ). my current stack is PHP, AngularJS, MS SQL and everything's hand coded, sorry lol
I'm not a professional, I'm simply a dude looking forward to make the next mistake so I can learn more and become better at what I do.
Thanks for your time 😉
@jmck I love it! I had a job like that in the past and really enjoyed it. Sounds like you are the glue that holds people , process, and technology together. I also really like your point about not being a "professional" (what I call an "expert"). I strive to be the same, what I call a "professional learner". I'd love to have you on the Podcast to describe your journey if you'd be up for it. I'll send you an email to that effect.
@timrodman thanks lol yes, it's all a little crazy here and, for the most part, i do enjoy it all quite a bit. regarding the podcast... let me think about it hehe... btw, today's stream on workflow, right up my alley... I'm quite excited about getting into that aspect of it all