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Importing Historical Data into Acumatica – With a Cool Twist

October 24, 2017 by Tim Rodman

When Importing Historical Data into Acumatica, you might also want to attach documents (like scanned AP Bill images) to the records. Here's how to do it. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Reporting, Acumatica Reports, Acumatica Training, Generic Inquiry, Historical Data, Importing Historical Data

Initial Query Quarry Idea Killed by Acumatica 2017 R2 Out-of-the-Box Generic Inquiries

September 28, 2017 by Tim Rodman

The death of my initial Query Quarry idea is a good thing. The new Query Quarry direction is exclusively a Generic Inquiry Data Warehouse for Power BI. … [Read more...]

Filed Under: Query Quarry Tagged With: Acumatica, Acumatica 2017 R2, Acumatica Blog, Acumatica Learning, Acumatica Reporting, Acumatica Reports, Acumatica Training, Generic Inquiry, Power BI

Acumatica Report Designer Undo Functionality – Thank You Vladimir Panchenko

September 12, 2017 by Tim Rodman

Acumatica Report Designer finally has an Undo Button. It only took 2.5 years. Many thanks to Vladimir Panchenko for making this happen. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Reporting, Acumatica Reports, Acumatica Training, Report Designer Undo Button, Report Designer Undo Functionality

Introducing Query Quarry

July 18, 2017 by Tim Rodman

Query Quarry has the ambitious goal of giving you access to all of your Acumatica data by means of a massive library of pre-built Acumatica Generic Inquiries. … [Read more...]

Filed Under: Query Quarry Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Reporting, Acumatica Reports, Acumatica Training

ARC – It Has Arrived

June 30, 2017 by Tim Rodman

ARC has finally arrived. See below for the official landing page where you can become a member or just window shop by browsing the forums. … [Read more...]

Filed Under: ARC Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Reporting, Acumatica Reporting Club, Acumatica Reports, Acumatica Training

Acumatica Financial Report Change Email Notifications

June 28, 2016 by Tim Rodman

Get email notifications when your Financial Reports change in Acumatica. This is especially useful when you have multiple people working on them together. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica Analytical Report Manager, Acumatica Blog, Acumatica Financial Reports, Acumatica Learning, Acumatica Learning: Acumatica, Acumatica Reporting, Acumatica Reports, Automation Notifications, ERP

Acumatica Generic Inquiry Date and Time

June 14, 2016 by Tim Rodman

Sometimes you want to display both the Date and the Time in a Generic Inquiry column. Use this Acumatica Generic Inquiry Date and Time trick to do it. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Reports, ERP

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...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica Blog, Acumatica Business Intelligence, Acumatica Learning, Acumatica Out of the Box Reports, Acumatica Report Designer, Acumatica Report Writer, Acumatica Reports, Acumatica Schema Browser, Acumatica Standard Reports, Acumatica Training

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...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica Blog, Acumatica Business Intelligence, Acumatica Learning, Acumatica Out of the Box Reports, Acumatica Report Designer, Acumatica Report Writer, Acumatica Reporting, Acumatica Reports, Acumatica Schema Browser, Acumatica Standard Reports, Acumatica Training

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...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica Blog, Acumatica Business Intelligence, Acumatica Learning, Acumatica Out of the Box Reports, Acumatica Report Designer, Acumatica Report Writer, Acumatica Reporting, Acumatica Reports, Acumatica Schema Browser, Acumatica Standard Reports, Acumatica Training

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