Guest post by Robert Lightner Quick intro from Tim: Robert Lightner (like Brade Kostreva last week) is one of a growing number of Acumatica users who have been using the product and really like what they see. So much so that they do crazy things like writing posts on their own time to share with other Acumatica aficionados. What we are witnessing here is a grassroots community that is forming before our very eyes. Speaking of community, Robert has expressed interest in starting an Acumatica … [Read more...]
Of Acumatica and Power BI – A Tale Loosely Inspired by the title of a classic novel by John Steinbeck (Guest Post)
Guest post by Brad Kostreva Quick intro from Tim: I was thrilled when Brad asked me last month about doing some guest posts here on the blog. We first connected about a year ago through the blog and have kept in touch ever since. I mentioned him recently on the bottom of the What is Power BI post. Unlike me, an Acumatica reporting hobbyist, Brad is actually using Acumatica, Excel, and Power BI in the real world. I'm looking forward to hearing his real world experiences in this and future … [Read more...]
An Announcement
Tomorrow, September 17th, I will become an employee of Acumatica, filling the ERP Solutions Consultant position in the Columbus, OH office. I announced this on LinkedIn last week Acumatica has been a fun side project / hobby for me since April 30th, 2013. But I'm happy that I will now be working with it full-time. Of course, I'm also happy that I will now be getting paid too :) Am I Excited? … [Read more...]
What is Power BI?
Many of you have seen the news about Acumatica connecting to Power BI from a few months ago (click here, here, and here). Currently, Acumatica is the only ERP product listed on PowerBI.com: But Power BI is a fairly new thing and many people aren't exactly sure what it is. So, in this post I'll attempt to answer the question, "what is Power BI?" … [Read more...]
Try Excel Online For Free
The Current Excel Online Problem Three weeks ago we looked at using Excel Online to deliver your awesome Excel reports to people without them having to know that you made it in Excel. However, there currently is a problem with Excel Online. The problem is that there are actually different versions of Excel Online. There is a Free version, there is a Business version, and there is an Enterprise version. For more details, checkout this post by Mike Alexander (click here). I personally do … [Read more...]
Excel Online Web App and Acumatica
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 Standard Reports: CA Edit
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
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
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
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...]