Dear Reader, Welcome to the sixth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. I have been enjoying the Summer weather here in Columbus, although it has been raining a lot. Hopefully July will bring more sun. My wife and I took our kids (1 1/2 and 3 1/2) camping for the first time this past weekend. They had a great time and so did we. Our son enjoyed getting muddy and throwing sticks into the campfire while our daughter enjoyed running around … [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 Most Popular in VAR 100
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...]
May 2015
Dear Reader, Welcome to the fifth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. This Past Month Things are heating up over at augforums.com. The big news from last month has allowed me to begin focusing on Excel reporting with Acumatica data. I'm very passionate about this and it's fun to blog about it. Of course there is also Power BI reporting and I will get to that after a few more Excel-related posts. Whether it is Excel or … [Read more...]
Acumatica Out of the Box Reports – Two Year Journey (Updated)
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
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
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...]
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