Acumatica Archives - Page 50 of 66

New Reports Coming in June

April 7, 2015 by Tim Rodman

Acumatica Report Reviews: GL Edit Account Distribution

April 2, 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 GL Edit Account Distribution (GL611000) report in Acumatica shows your GL batches that have not been Posted or Released. It is similar to the GL Edit Account Distribution (GL611000) report that we looked at last week (click here), except that it shows the Batches underneath each Account instead of the Accounts underneath each Batch. Screenshots Here are … [Read more...]

Customers Generic Inquiry

March 31, 2015 by Tim Rodman

… [Read more...]

Acumatica Report Reviews: GL Edit Detailed

March 26, 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 GL Edit Detailed (GL610500) report in Acumatica displays your GL batches that have not been Posted, Released, or Voided. It is exactly the same as the GL Edit Summary (GL612001) report that we looked at last week (click here), except that it shows the individual debits and credits underneath each batch. Screenshots Here are some screenshots from the … [Read more...]

Sales Order Lines Generic Inquiry

March 24, 2015 by Tim Rodman

… [Read more...]

Acumatica Report Reviews: GL Edit Summary

March 19, 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 GL Edit Summary (GL612001) report in Acumatica displays your GL batches that have not been Posted, Released, or Voided. You have the option to include batches that are on hold if you want. Clicking on the hyperlink in the Batch Nbr. column will take you to the Journal Transactions (GL301000) screen for the batch that you clicked on. Screenshots Here … [Read more...]

Sales Order Details By Terms

March 17, 2015 by Tim Rodman

… [Read more...]

Acumatica Report Reviews: GL Budget Edit

March 12, 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 GL Budget Edit (GL612001) report in Acumatica shows you the amounts that you have budgeted for each GL Account. You have to pick a Ledger and a Financial Year that you want to view and then the report shows you the following: Amount – The total amount that has been budgeted Distributed Amount – The amount that has been distributed to financial periods … [Read more...]

YTD Period Sales Analysis By Customer

March 10, 2015 by Tim Rodman

… [Read more...]

Acumatica Report Reviews: Transactions for Account

March 5, 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 Transactions for Account (GL633500) report in Acumatica allows you to see all the individual Journal Transactions that posted to a specific General Ledger Account. The General Ledger Account is required and you can only pick one so you can only look at one account at a time. If you want to look at more than one account at a time, you can use the Transactions … [Read more...]