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nsmith
@nsmith
Forum Home   |   Recent Posts
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Profile Activity
Topics: 12 / Replies: 35
AllTopicsReplies
Topic
Day Rates
4 years ago
Forum
Everything Else
Replies: 0
Views: 1200
Reply
RE: Acumatica 2020 R2 OwnerID Field

Thanks Tim - found this post a month too late haha I also just went down a rabbit hole of a forum post by a developer:Looks like they may be removin...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Setting Up System Accounts with Individual Email Accounts for all Users

Cory, Did your company end up making a decision on this? Nic

5 years ago
Forum
Everything Else
Reply
RE: What is your role at your company?

@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 gettin...

5 years ago
Forum
Accounting in Acumatica
Reply
RE: What is your role at your company?

Hello Everyone, My role is Technology Development Manager and implementing Acumatica was my first ERP implementation (and first ERP I've ever us...

5 years ago
Forum
Accounting in Acumatica
Reply
RE: Time Zone Issue

@fred I have not seen this issue in our system (and hopefully will never see it!) We are hosted by Acumatica yes. Reading Paul's response that sou...

5 years ago
Forum
Everything Else
Reply
RE: Time Zone Issue

@paulfosterAgreed with Tim - thanks for also confirming that I am not the only person with this issue heh. I had the work calendar thing filled out,...

5 years ago
Forum
Everything Else
Reply
RE: Credit Card Debit Memo (Refund)

I've also voted for this idea - there are other ones in the suggested features that people have put in and I voted for those as well haha.

5 years ago
Forum
Everything Else
Reply
RE: Address Validator can't find address

Thanks for the tip Tim - just looking at their website (looks like a good product) it doesn't seem like they have the ability to ingest a Lat/Long. Do...

5 years ago
Forum
Everything Else
Reply
RE: Time Zone Issue

Not really. The issue persists, their fix was to make the warnings more prominent - but we can still replicate it. Doesn't seem like they would call i...

5 years ago
Forum
Everything Else
Reply
RE: T&M billing/allocation rule by revenue budget

If you are pushing actual transactions into that account group with your allocation rule this should work. You would need to have each allocation ru...

5 years ago
Forum
Everything Else
Reply
RE: Adding Ship To Address to Invoice Data

Thanks for the reply Tim - I should do a better job checking back in. =IIf([CRShippingContact.FullName]<>null, [CRShippingContact.FullName...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Address Validator can't find address

Just as a nice little bump to get this feature going - AVALARA does now support Lat/Long taxes. The problem is that Acumatica hasn't pushed/developed ...

5 years ago
Forum
Everything Else
Topic
AVALARA Lat/Long
6 years ago
Forum
Everything Else
Replies: 2
Views: 1665
Topic
Landed Cost Variance on Projects
6 years ago
Forum
Everything Else
Replies: 1
Views: 1565
Reply
RE: Adding Ship To Address to Invoice Data

Hey Tim - Question for you on this same vein. I am trying to get the overridden shipping address off of a project quote and honestly can't find the in...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Tax Line Items on Invoice

Tim! This 100% worked. Thank you so much for the help. I've attached the basic sub-report. Keeping in mind that I will definitely be doing a bunch o...

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Daily Field Report

A customization to the data entry screens. There would most likely be about 3-4 new screens, a new table (maybe 2), and then the corresponding report ...

6 years ago
Forum
Everything Else
Reply
RE: Tax Line Items on Invoice

Ok thanks Tim. I'll give that a shot and let you know if it worked.

6 years ago
Forum
Acumatica Report Designer
Topic
Daily Field Report
6 years ago
Forum
Everything Else
Replies: 3
Views: 2259
Reply
RE: Type Ahead Projects

I've found a solution if anyone is interested. On a project you can actually disable visibility to various modules. When you've completed a project yo...

6 years ago
Forum
Everything Else
Reply
RE: Tax Line Items on Invoice

I have found the correct table to reference: ARTAXTRAN But am still having issues generating a section that will give me a tax summary of each tax bei...

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Adding Project Attributes to a Report

Thanks for this Tim - I've been doing a join on CSAnswers with some fancy filtering to get attributes...

6 years ago
Forum
Acumatica Report Designer
Topic
Tax Line Items on Invoice
6 years ago
Forum
Acumatica Report Designer
Replies: 4
Views: 2654
Reply
RE: Viewing a report before Saving to the Server

Negative - but you can publish to a test site, export the final finished copy, and then replace your live site.

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Company Tree and Approval Maps

Definitely a needed feature is a vacation approval mapping feature. We struggle with getting employees to do their approvals and if they knew that if ...

6 years ago
Forum
Everything Else
Topic
Type Ahead Projects
6 years ago
Forum
Everything Else
Replies: 2
Views: 1507
Reply
RE: Customer Location on Projects (Project Default Customer Location)

Hey Tim/all, We use these extensively as a field services company (particularly in the States) it is very important to be billing your time/materials ...

6 years ago
Forum
Everything Else
Topic
Read Receipts
6 years ago
Forum
Everything Else
Replies: 7
Views: 2836
Reply
RE: Time Zone Issue

They've since closed this ticket with me. The fix will be in the next patch for 2019 R2 and the following one for 2019 R1. The agent I had was sketchy...

6 years ago
Forum
Everything Else
Reply
RE: User rights - setting home page to a dashboard

Hey Peter, It's actually a non-trivial answer (if anyone has done this in R2 with the new site map searching please update this thread). What you ...

6 years ago
Forum
Acumatica Dashboards
Reply
RE: Time Zone Issue

No so I would expect to see 10 hours on Oct 17. I don't want Acumatica to guess what a user tried to enter 😉. Shift work is just a lot different tha...

6 years ago
Forum
Everything Else
Reply
RE: Time Card Materials Costing

@mimi-bertram Hey so I never followed up on my post - I sent in a support ticket and Acumatica has informed me that it is a bug in the system. I enjoy...

6 years ago
Forum
Everything Else
Topic
Time Card Materials Costing
6 years ago
Forum
Everything Else
Replies: 3
Views: 2324
Reply
RE: More on credit cards

I am sure you've already found a solution - but we are currently setting them up as: 1) Employees 2) Users 3) Cash accounts And then nesting them in...

6 years ago
Forum
Everything Else
Reply
RE: Time Zone Issue

It isn't the approval that messes up the data - looking at the data entered from one time zone in another time zone will display it incorrectly. The w...

6 years ago
Forum
Everything Else
Reply
RE: Time Zone Issue

I'll let you all know the temporary solution - ensure all of your employees are in the same time zone on setup. If you don't and you happen to be work...

6 years ago
Forum
Everything Else
Topic
Time Zone Issue
6 years ago
Forum
Everything Else
Replies: 15
Views: 5052
Reply
RE: 40 Hour Work Week

I can't use those aggregates as they severely hamper the way transactions look at the pro-forma/transaction level to the point they are unusable. As a...

6 years ago
Forum
Everything Else
Topic
40 Hour Work Week
6 years ago
Forum
Everything Else
Replies: 2
Views: 2054
Reply
RE: Estimating Pricing

That's it exactly! Thanks so much - still a huge screw around because we have many customers with multiple entities BUT I am very glad there is a solu...

6 years ago
Forum
Everything Else
Reply
RE: Add Inventory ID to Invoice

I think I would add a condition, there is a tab over to the right of tables/relations called conditions. If you put in that the quantity needs to be g...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Estimating Pricing
6 years ago
Forum
Everything Else
Replies: 2
Views: 2240
Reply
RE: How to direct approvals for time to the Project Manager

Yeah right on - that does the trick, thanks for posting your solution as well. Nic

6 years ago
Forum
Everything Else
Reply
RE: How to direct approvals for time to the Project Manager

Could you also post a screenshot of your conditions you're using?

7 years ago
Forum
Everything Else
Reply
RE: 2019 R1

Thanks Wyatt - we are luckily just finishing our implementation so any customizations we have are pretty superficial at this point. Everything else so...

7 years ago
Forum
Everything Else
Topic
2019 R1
7 years ago
Forum
Everything Else
Replies: 3
Views: 4463

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