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Leanne Manley
Leanne Manley
@myobadvanced
Forum Home   |   Recent Posts
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Topics: 11 / Replies: 19
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RE: Exporting a Report to Excel

I have a coloured panel with white text in it, and I cannot use a section with a background as its just highlighting this text boxes within it. So...

2 years ago
Forum
Acumatica Report Designer
Reply
RE: Pulling Revenue Year to Date (YTD) figures from GLHistory for Dashboard Scorecard

I have made a generic inquiry and dashboard that you can use as I know it can be problematic to build and very useful to many. It has Period to date...

2 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: GI with Sales & Inventory

Try this one..it was from pre 2021.2 but may be helpful

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Service Management - GI for Profit
4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 1
Views: 1397
Topic
Add Screen ID to print on each form as Form identifier as client has ISO9000
4 years ago
Forum
Acumatica Report Designer
Replies: 0
Views: 962
Reply
RE: Demand Forecast Model of Moving Average - My Notes

@tim We worked out that the daily demand ignores Kit DISASSEMBLY but it doesn't ignore credit memos, so that is odd. Basically if a Kit assembly wa...

4 years ago
Forum
Everything Else
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RE: Acumatica and Gannt Charts for Projects - smartsheets?

Thanks so much and glad there is options. My client is definitely looking for the read/write option so think its worth giving Smartsheets a test to s...

4 years ago
Forum
Everything Else
Topic
Acumatica and Gannt Charts for Projects - smartsheets?
4 years ago
Forum
Everything Else
Replies: 3
Views: 2438
Reply
RE: Budget Import Scenario - Ledger defaulting after first line processed

is it not easier to upload in the budgets screen than trying to import it? I have never tried doing an import scenario on this screen and only the Up...

4 years ago
Forum
Everything Else
Topic
Contact numbering
4 years ago
Forum
Everything Else
Replies: 0
Views: 1719
Reply
RE: Days Past Due

In ARBalances table there is OldInvoiceDate which is the fist due date (oldest invoice due)

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Conditional logic in Notification Template placeholder syntax

I think the trick is to create a fake employee and login for the group, and in the email address just put ; between each email address. At the moment...

4 years ago
Forum
Everything Else
Reply
RE: Email Notification on an Row level

Business events are not always firing and in my experience its due to the source generic inquiry. Even though its fine on screen to view and see data...

4 years ago
Forum
Everything Else
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RE: Serial numbers in columns

Here is my subreport that does work so hopefully that helps you.

5 years ago
Forum
Acumatica Report Designer
Reply
RE: T&M billing/allocation rule by revenue budget

@jentran Did you manage to find a solution for it, as you cannot bring the quantity in from the Revenue Budget using a progress claim billing rule. ...

5 years ago
Forum
Everything Else
Topic
Cash flow statement that is accurate based on actual cash transactions and the related accounts they are allocated to
5 years ago
Forum
Acumatica Report Designer
Replies: 1
Views: 2348
Topic
How to get the Bill "Supplier Ref " in the billing rule to add into the description of the billing rule
5 years ago
Forum
Everything Else
Replies: 1
Views: 1029
Reply
RE: Import of Inventory Template Items

Hi its this feature here: About 6 mins into the video u will see the "Create Matrix Items" and this has a method of ticking what you want to make...

5 years ago
Forum
Everything Else
Reply
RE: AP bill notification for multiple invoices

Probably best to turn off the notification and use business events instead that runs on a schedule and creates a single notification for a group of re...

5 years ago
Forum
Everything Else
Reply
RE: AR and AP Aged Past Due reports based on doc date

We can change it in Myob Advanced on the statement cycle to age by Doc date and that flows to this report, so check if u have the same. Guess it mean...

5 years ago
Forum
Everything Else
Reply
RE: Need Ability to produce financial reports by date not just by financial period

Here is a Profit and loss for a date range made in report designer. Not sure if you would need a balance sheet but I think that would be too hard to ...

5 years ago
Forum
Everything Else
Topic
Import of Inventory Template Items
5 years ago
Forum
Everything Else
Replies: 4
Views: 3402
Reply
RE: Project Budget Forecast - Inquiry that only shows latest revision

@megan-friesen Thanks..Yeh I gave up and added a custom check box so that if that was ticked, that was the forecast to use / apply to their report

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Project Budget Forecast - Inquiry that only shows latest revision
6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 2
Views: 1458
Reply
RE: Show week in year for a date

Hi So in my case the week number of the year starts on the first Monday of the year and not necessarily from 1 Jan which may fall on a Wednesday. ...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Trial Balanced Detailed generic Enquiry
7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 2
Views: 2381
Reply
RE: Serial numbers on invoice to print over three columns

Thanks so much Tim, and sorry I took forever to reply but been a crazy month heading to Christmas. In our Australian version, I had to work out the ma...

7 years ago
Forum
Acumatica Report Designer
Topic
Serial numbers on invoice to print over three columns
7 years ago
Forum
Acumatica Report Designer
Replies: 4
Views: 3719
Reply
RE: Ability to Use Projects / Tasks

Thanks Gabriel, and hopefully it will be available soon as so many clients want it. I have considered account group and Inventory Item for sure, but ...

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Topic
Ability to Use Projects / Tasks
8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Replies: 3
Views: 2950

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