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What makes Acumatica so much easier to use than Traditional ERP systems (Guest Post)

July 17, 2018 by Tim Rodman

Guest Post: Thoughts by Dave Dozer on Traditional ERP, Modern ERP (eg. Acumatica), ERP History, and the importance of ease of use. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Algorithm, ERP, Muscle Memory ERP

How Dashboards Work in Acumatica

September 27, 2016 by Tim Rodman

Creating Dashboards in Acumatica can seem tricky at first. Hopefully this post will help to remove some of the fear and mystery surrounding how they work. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica 6, Acumatica Blog, Acumatica Charts, Acumatica Dashboards, Acumatica KPI Widget, Acumatica Learning, Acumatica Line Charts, Acumatica Training, Acumatica Widgets, Dashboards, Embedding Power BI, ERP, Generic Inquiry, Personal Dashboards, Power BI Dashboard Widget, Shared Dashboards

Pivot Tables in Acumatica 6

July 26, 2016 by Tim Rodman

Here is my introduction to Pivot Tables in Acumatica 6. A popular tool for Excel Professionals, Pivot Tables are now available within Acumatica. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica 6, Acumatica Blog, Acumatica Learning, Acumatica Training, ERP, Generic Inquiry, Grouping, Pivot Tables, Sorting on Totals

Acumatica MICR Check Font

July 12, 2016 by Tim Rodman

Acumatica can print MICR Checks using a MICR font. Here are step by step instructions showing you how to do it, including a recommended MICR font. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica Blog, Acumatica Checks, Acumatica Learning, Acumatica MICR, Check Printing, ERP, MICR, MICR Checks

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 General Ledger Structure

May 31, 2016 by Tim Rodman

Acumatica was recently selected as The Best Enterprise-Class General Ledger Accounting Software of 2016. Let's look at the General Ledger Structure. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Financials, Acumatica General Ledger, Acumatica GL Segments, Acumatica Learning, Acumatica Natural Account, Acumatica Subaccount, Acumatica Training, ERP, General Ledger Structure

Power Update

May 17, 2016 by Tim Rodman

Use Power Update to schedule Excel files for automatic email distribution or automatic refresh, including publishing to Excel Online. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Dashboards, Acumatica Generic Inquiry, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Training, Business Intelligence, ERP, Power BI, Power Pivot, Power Query, Power Update

Power BI, Acumatica, and the Trajectory Economy

May 10, 2016 by Tim Rodman

More and more, people don't buy the past or the present, they buy the future. Especially in software. And the trajectory is the best estimate of the future. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Training, ERP, Gartner BI Magic Quadrant, Power BI, Trajectory Economy

What is Power BI Desktop?

May 3, 2016 by Tim Rodman

The out-of-the-box content pack for Acumatica in Power BI is merely scratching the surface. Dive in and do more, much more, with Power BI Desktop. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Dashboards, Acumatica Generic Inquiry, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Training, Business Intelligence, ERP, Power BI, Power Pivot, Power Query

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Building Generic Inquiries & Pivot Tables

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Recent Blog Posts

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Recent Forum Posts

  • Brynn Rutherford

    Can't export GI's to excel that contain the FATrans DAC after upgrade to 2025 R1 in less than 25 min

    Hi, We have a Fixed Asset Generic Inquiry that combin...

    By Brynn Rutherford , 3 days ago

  • Lunar Windbloom

    RE: Feeling Stuck on Making a Sandbox of our Database

    @timrodman @toonsix Thank you! I need to figure out why...

    By Lunar Windbloom , 1 week ago

  • Tim Rodman

    RE: Attribute Input Mask

    Regular Expressions are a standard Linux thing and you ...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: Feeling Stuck on Making a Sandbox of our Database

    Ya, if you can't get the size down by deleting the snap...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: What Triggers a Customization to need a Restart?

    @tlaird self-hosting totally makes sense to me for peop...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: Invoice subreport for line-level tax breakdown not tieing to taxes subtotal

    It's not really an Acumatica problem huh; it's a math p...

    By Tim Rodman , 1 month ago

  • Rob Neal

    Invoice subreport for line-level tax breakdown not tieing to taxes subtotal

    We have a customer with a modified SO invoice form that...

    By Rob Neal , 1 month ago

  • Tim Rodman

    RE: Generic inquiry with information from Audit history(CT301000)

    @graemelm Just pulled it in as a Custom DAC fed by the ...

    By Tim Rodman , 2 months ago

  • Tim Rodman

    RE: Importing Acumatica User Roles / User Security Permissions from Excel

    @astra-mathis thank you for the detailed instructions. ...

    By Tim Rodman , 2 months ago

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