Tonight I finished going through the videos and completing the training exercises for the F130 Advanced Accounts Payable (V3.0) course. Now I just need to go through the F140 Advanced Cash Management (V4.0) and F300 Inter-Company Accounting (V3.0), then I can contact an instructor to review my work. The F130 Advanced Accounts Payable (V3.0) course was pretty straightforward. Here are the topics that were covered: AP Recurring Transactions Just like on the Accounts Receivable side of things, … [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.
Wiki Pages
For sure having Wiki pages available in Acumatica is A BIG DEAL. Here are some things that you can do with the Wiki pages. First, you can change existing Wiki pages. Since the entire help system in Acumatica is based on Wiki pages, there are already hundreds of pages with very useful content. However, you might want to tailor some of that content to your organization specifically. For example, maybe I am in the Vendors (AP303000) screen and I want to find out more information about … [Read more...]
Attaching Files
A very nice feature in Acumatica is the ability to attach files. It's surprising that more accounting systems don't offer this feature. Actually, sometimes they claim to offer this feature, but they don't actually store the files in the database (they just store a link to the file). Not only does Acumatica store the files in the database, but you can control who has access to the file, keep track of versions on the file, and do some other cool stuff. Suffice to say that this is much better than … [Read more...]
Version 4.0 Buttons Are Better
I first noticed the difference in the navigation pane between version 3.0 and 4.0 since I'm watching training videos which were recorded in version 3.0, but I also wanted to point out that there is quite a difference between the buttons on the screens. In version 3.0, the buttons were a lot more wordy and they took up more space (sorry for bad resolution, this is a screenshot from a video): In version 4.0, the buttons take up much less space because the words have been removed. If you forget … [Read more...]
Recurring Transactions (AP203500 & AR203500) screen problem
I'm currently going through the F130 Advanced Accounts Payable (V3.0) course and noticed that I have the same problem with the Recurring Transactions screen that I was having in the Accounts Receivable module. In Accounts Payable the screen ID is AP203500 and in Accounts Receivable the screen ID is AR203500. The problem is that the bottom part of the screen is cutoff and I can't add documents to the recurring schedule. Maybe it's my browser (chrome)? So, in order to get around this, I just … [Read more...]
F120 Advanced Accounts Receivable (V3.0)
The F120 Advanced Accounts Receivable (V3.0) course was much more involved than the F110 Advanced General Ledger (V3.0) course. There are a lot more setup options to consider. I first tried to complete the exercises without watching the training videos, but I failed. I needed the training videos in order to see how to do all the steps in the process. Here are the main topics covered in the training material: AR Recurring Transactions You can create a schedule and then add invoice … [Read more...]
Version 4.0 Navigation Pane
Since I'm watching videos which were recorded using version 3.0, I noticed that the navigation pane on the left-hand side of the screen used to look like the Microsoft Dynamics ERP navigation panes in version 3.0. Now the navigation pane has been reinvented to look like this: Interesting move to go away from the ribbon look and feel that so many Microsoft-friendly products are moving towards. … [Read more...]
Acumatica Training Videos
Some brief comments about the Acumatica training videos on Acumatica University: I'm currently going through the F120 Advanced Accounts Receivable (V3.0) course which employs the most extensive set of videos that I've encountered so far. The lady who recorded the videos has an accent that takes a little while to get used to, but I really like her enthusiasm. Also, there is an advantage to her not having a stellar command of the English language because it forces her to read from a script (at … [Read more...]
Demo Company
Tonight I realized that I didn't do my F110 Advanced General Ledger (V3.0) transactions in the demo company. Instead I did them in the blank company which was required to complete the F100 Hands-On Financials (V4.0) course. Oops... So, I went back and installed the demo company in the same database as my original blank company. It's nice to have the option to install multiple companies in the same database if you want. This makes consolidated reporting much easier. Now I'm going back through … [Read more...]
F110 Advanced General Ledger (V3.0)
I got a response from the email that I sent to learning@acumatica.com and the instructor recommended that I go through all the Financial courses, then we can look at everything in one sitting. So, tonight I went through the F110 Advanced General Ledger (V3.0) course. Nothing too complicated here, just covered the following: Allocations Recurring Transactions Budgets Closing Process Some of the screen names were a little different since this is a 3.0 course (no 4.0 available yet), but the … [Read more...]