I’m working on a Spend Analysis Report that will be available to anyone for free. Once it’s finished, you’ll be able to download it on this page and install it in your Acumatica environment.
The goal of the Spend Analysis Report is to help you analyze your company’s Cash Flow and Accounts Payable Spend.
As I work on this report, I’ll be providing updates here on this page.
Please leave a comment below to provide your feedback and to impact how this report takes shape.
You can also checkout the comments on the LinkedIn posts that I’ve made:
– LinkedIn Post 01
Update on Tuesday, December 10, 2024
So far I’ve mocked up the first page which will show you a Cash Projection based on your Accounts Payable and Accounts Receivable data as you can see in the screenshot below.
For future pages, I’ll drill into Accounts Payable data to analyze AP spend.
Update on Thursday, January 23, 2025
Originally my goal was to have this report ready by Acumatica Summit 2025, but I want to get more feedback and do more work on the report mockup before rolling up my sleeves and building the report in Acumatica Report Designer.
I’d love to hear your feedback. You can add comments to the bottom of this page.