One of the many benefits to using software that is web-based is that you do all your work in an internet browser and internet browsers are pretty flexible. There are lots of them to choose from and most of them have a pretty extensive list of features. For me, I prefer Google Chrome. It's fast (this is the most important feature), all my bookmarks and browsing history sync with the Chrome app on my iPhone, it's minimalistic design makes more room for viewing webpages, it has one field for … [Read more...]
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.
F120 Passed
Tonight I passed the F120 Advanced Accounts Receivable (V3.0) course. I had some trouble with the customer statement feature in the beginning because it seemed to me that you could create multiple customer statement cycles for the same set of customers. It wasn't clear to me that you have to assign a customer statement cycle to a customer in order for it to do anything. I was using the Prepare Statements (AR503000) screen and things seemed to be processing fine, but when I would go to Print … [Read more...]
F110 Passed and Hard Closing of Sub Modules
I'm starting to gain a little bit of momentum in getting through the Acumatica University courses correctly. Tonight I passed the F110 Advanced General Ledger (V3.0) course. One of the things that stood out to me this time around is the hard closing of sub modules. The product that I currently use (Sage 500) is just now finally incorporating this into their current version (7.5). It's nice that Acumatica is including this from the beginning. I wanted to test that the hard closing of sub … [Read more...]
iPhone ERP Learning
One of the reasons that I like posting videos that are zoomed in (rather than showing my entire computer monitor) is that I like consuming content on my iPhone while I'm on the go. I like listening to the Tech Tuesday series on the Acumatica University site, but I don't like that the video portion is showing the full screen of a computer monitor because it makes it impossible to watch on my iPhone. In the case of Tech Tuesdays, I don't think there is an alternative because they need to show the … [Read more...]
Acumatica Version 4.1
Since I finally passed F100, I decided to upgrade to version 4.1 before proceeding any further with the Acumatica courses. My experience with the upgrade was similar to my experience with the installation, very simple and straightforward. There are a few new things in version 4.1 that caught my attention: … [Read more...]
F100 Passed!
It has been over a month since training courses take 2. Today I had my examination for F100 Hands-On Financials (V4.0) and I passed! It took me a while to get through the exercises again because of family vacation and Summer house projects. Hopefully I'll be able to tackle the next exam, F110 Advanced General Ledger (V3.0), in less time. … [Read more...]
General Ledger Account Excel Integration
Acumatica is very good at integrating with Microsoft Excel. In this video I demonstrate the ability to export to Excel and import/update from Excel. I am using the Chart Of Accounts (GL202500) screen, but this feature is available on a number of different screens. http://www.youtube.com/watch?v=eNk4_gkmeOo … [Read more...]
General Ledger Account Structure
Update (May 31st, 2016): For a more detailed post on this topic, click here. One of the most consistent things across ERP systems is the General Ledger Account Structure where the GL Accounts are given a certain structure according to your business needs. While this isn't complicated, sometimes it's nice to see how the screens look so you get a feel for the product. It's kind of like a first date with your ERP system. So, with that in mind, here is a 4 minute video showing the relevant … [Read more...]
Philadelphia Airport PAL
A couple of weeks ago I took a trip home to meet my nephew who was just born a couple of months ago. My wife and daughter had flown out a week ahead of me so I made my trip solo. My connecting flight in Philadelphia was supposed to take off around 9:00p, but we didn't end up leaving until around 2:00a. Note to self, don't take US Air ever again. We had two planes fail on us before the third one finally came through. However, because I had my laptop with me, I was able to take advantage of the … [Read more...]
Acumatica Regional Translation
Sergey has a nice post up about how to easily translate all the field labels in Acumatica into another language: http://blog.acumatica.com.sg/2013/08/translating-acumatica-changing-field.html I've never worked on an ERP translation project, but Sergey's post makes translation in Acumatica look very simple. … [Read more...]
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