Acumatica Blog

Acumatica is an exciting Cloud ERP product and this is my personal Acumatica Blog. Feel free to contact me with any Acumatica questions that you might have.

Sage vs. Acumatica

August 4, 2015 by Tim Rodman

In the battle for Mid Market ERP Software supremacy, it's Sage vs. Acumatica. In this David vs. Goliath affair, who has the edge? … [Read more...]

Excel Online Web App and Acumatica

July 28, 2015 by Tim Rodman

Wow, I can't believe that it's been two months since my last substantial blog post! But it is Summertime and family activities take priority over the blog. We did some camping, made a trip to California to see family, and have generally been having a blast enjoying the nice Summer weather. Now it's time for a long overdue blog post. Two months ago we built a very simple example of a dashboard in Excel (click here). Since we built it from an Acumatica OData connection, we were able to … [Read more...]

Acumatica Most Popular in VAR 100

July 14, 2015 by Tim Rodman

Accounting Today recently released their annual VAR 100 rankings. The VAR 100 lists the Top 100 Value Added Resellers, ranked by revenue. Click the link above to see the report. Included in the report is a one page summary of what happened this past year. I was very happy when I read the second paragraph (underline added for emphasis): Meanwhile, of the VAR 100 that partnered with new software providers, Acumatica was the most popular portfolio addition, with Intacct and NetSuite also … [Read more...]

Acumatica Out of the Box Reports – Two Year Journey (Updated)

June 25, 2015 by Tim Rodman

The journey of a thousand miles begins with one step. - Lao Tzu The two year journey that I began on February 5th, 2015 has turned out to be only a 4 month journey. I have decided to stop posting a review of one of the out-of-the-box reports on Thursdays. Basically, I think that I have reviewed enough reports to become comfortable with the process and there is no need to continue. I will review more reports in the future on an "as needed" basis. However, I'm still glad that I started the … [Read more...]

Major VAR Win For Acumatica

June 23, 2015 by Tim Rodman

Yesterday I did a double take when I saw the following in my RSS reader. I tend to skim quickly through RSS stuff, but this article definitely caught my attention. Why did it catch my attention? … [Read more...]

Acumatica Standard Reports: CA Edit

June 18, 2015 by Tim Rodman

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The CA Edit (CA612000) report in Acumatica shows you the transactions that have been entered through the Transactions (CA304000) screen and that are not On Hold and not Released. Screenshots Here are some screenshots from the report: … [Read more...]

Acumatica Standard Reports: Reconciliation Statement

June 11, 2015 by Tim Rodman

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Reconciliation Statement (CA627000) report in Acumatica assists you went reconciling your bank accounts. You can see a list of the transactions that have not yet been reconciled in the period that you select. Screenshots Here are some screenshots from the report: … [Read more...]

Acumatica Standard Reports: Cash Account Details

June 4, 2015 by Tim Rodman

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Cash Account Details (CA633500) report in Acumatica allows you to see the individual transactions in a cash account for a chosen date range. The Cash Account Summary (CA633000) report shows a summary of the transactions per day, but this report actually shows you each individual transaction. Screenshots Here are some screenshots from the report: … [Read more...]

Microsoft Excel Dashboards in Acumatica ERP

June 2, 2015 by Tim Rodman

Last week we built a very simple dashboard in Excel by connecting Acumatica data to Excel using OData. This week I have been super busy so I wasn't able to put together a video post. However, I did find a couple of helpful links that demonstrate the power of Microsoft Excel Dashboards in Acumatica ERP: … [Read more...]

Acumatica Standard Reports: Cash Account Summary

May 28, 2015 by Tim Rodman

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Cash Account Summary (CA633000) report in Acumatica gives you an overview of your cash situation. You can see the daily balance of each of your cash accounts along with a summary of the receipts and disbursements. Screenshots Here are some screenshots from the report: … [Read more...]