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What is Power BI?

August 25, 2015 by Tim Rodman

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...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Try Excel Online For Free

August 18, 2015 by Tim Rodman

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...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Sage vs. Acumatica

August 4, 2015 by Tim Rodman

In the battle for Mid Market ERP Software supremacy, it's Sage vs. Acumatica. In this David vs. Goliath affair, who has the edge? … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Training, Acumatica vs. Sage, Acumatica vs. Sage 500, Mid Market ERP, Sage, Sage 500, Sage Software, Sage Summit, Sage Summit 2015, Sage Summit 2016, Sage vs. Acumatica

Excel Online Web App and Acumatica

July 28, 2015 by Tim Rodman

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...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Acumatica Most Popular in VAR 100

July 14, 2015 by Tim Rodman

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...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Training, Acumatica vs Intacct, Acumatica vs NetSuite, Intacct, NetSuite, Top 100 VARs

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

Major VAR Win For Acumatica

June 23, 2015 by Tim Rodman

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...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Training, Acumatica vs Intacct, Acumatica vs NetSuite, Intacct, NetSuite, Top 100 VARs

Acumatica Standard Reports: CA Edit

June 18, 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 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...]

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 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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Recent Forum Posts

  • Ed Dolan

    RE: Limited or no support from Acumatica?

    @jjbotes Good thoughts. We'll endeavor to find a soluti...

    By Ed Dolan , 2 days ago

  • Johan Botes

    RE: Limited or no support from Acumatica?

    The question is "when" in the business process does the...

    By Johan Botes , 2 days ago

  • Ed Dolan

    RE: Limited or no support from Acumatica?

    @jjbotes Thank you for the feedback. I will discuss wit...

    By Ed Dolan , 2 days ago

  • Johan Botes

    RE: Limited or no support from Acumatica?

    Acumatica can have positive units in stock but a negati...

    By Johan Botes , 2 days ago

  • Ed Dolan

    RE: Limited or no support from Acumatica?

    @azeigler I am concerned as well about the lack of s...

    By Ed Dolan , 2 days ago

  • Johan Botes

    RE: Limited or no support from Acumatica?

    Hi Ed - the principle is embedded in standard functiona...

    By Johan Botes , 2 days ago

  • Ed Dolan

    RE: Limited or no support from Acumatica?

    Johan, Thanks for the rely and I hope you are well. ...

    By Ed Dolan , 2 days ago

  • Albert Zeigler

    RE: Limited or no support from Acumatica?

    @edolan I see, I think the context i was looking for wa...

    By Albert Zeigler , 2 days ago

  • Johan Botes

    RE: Limited or no support from Acumatica?

    Acumatica primarily allows negative inventory for stock...

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