The Quick Menu in Acumatica is definitely a customer favorite. It’s great – you can choose which screens you want displayed, easily and without much clicking around. My favorite feature of the Quick Menu in Acumatica is the ability to set up email notifications based on actions being triggered. For example, you’d like a notification … Read more
Have you made your plans to go to Phoenix with me for GPUG Summit October 15-18? Great! Send me an email and we can meet up for a meal or a drink that week. Please let me know if you haven’t registered and I will send you a special code to save you 10%! GPUG … Read more
Keeping up with technology is never-ending, and it can be difficult and costly. But it doesn’t have to be. More and more businesses are choosing to simplify, protect, and secure their business systems by moving to the cloud. Click to download the free whitepaper: 7 Pitfalls to Avoid as You Transition Business Software to the … Read more
Are you tired of presenting a mountain of crucial, relevant data and seeing eyes glaze over? Data is easier than ever to gather, and much of it is critical to tracking the success of current initiatives and planning future ones. As many of us learn the hard way, data alone doesn’t often drive meaningful change; … Read more
The annual GPUG Summit is right around the corner. We hope to see you there! Our very own Mary Lenehan will be presenting a session on SmartLists this year – that’s one you don’t want to miss. This annual event is hosted and coordinated by the Microsoft Dynamics GP User Group (GPUG). GPUG, is a … Read more
If you are looking to power your digital transformation, look no further. Microsoft has published the release notes for the next big Dynamics 365 update in October 2018. There are so many new features and enhancements, I almost don’t know where to start. If you are looking for something specific, here is the link to the full … Read more
Recently, a client asked if it is possible to set up payroll direct deposit for an employee where the employee requested that a portion of their net pay be deposited into one account and the remaining balance be deposited into another account. With Microsoft Dynamics GP, you can enter percentages for the direct deposit amounts, … Read more
1. Automatic Updates to Well-Known Apps First, your company will always be on the latest version and will not need to worry about upgrading to latest and greatest. Office 365 Enterprise E3 is straightforward to use; most you have been using these products throughout your professional careers. Only difference is your data will be in … Read more
Make my agenda come to me… I love the quote from the overly-ambitious Senator Underwood in “House of Cards.” He was talking to Freddy, a blue-collar owner of a restaurant. Freddy was telling him about his ride to work when he had to swerve to avoid a refrigerator that fell out of the back of … Read more
The Field Service Schedule Board in Dynamics 365 for Sales (CRM) provides an easy-to-see look at resource availability, current bookings, available time slots, and more. When setting up the Schedule Board, you can (and should) configure your preferences for sharing with others in your organization. Within the Schedule Board, when you create a new view … Read more
Adding a new data field to various forms in Acumatica is usually simple and quick. The system gives you countless options to choose from, with the ability to arrange them in whatever order is most intuitive for your company. But what if there is a specific field you need on a form that isn’t … Read more
I was invited to attend Acumatica’s Construction Edition Partner Meeting in sunny Miami Beach. It was a great opportunity to meet many of the innovative executives, developers, and programmers behind the new Construction Edition of this ERP software. Their pride and enthusiasm was contagious. They showed software demonstrations and shared stories of their journey into … Read more
How many productive Microsoft Visual Studio shortcut keys have you learned but managed to forget? I used to have a shortcut key created using AutoHotkey that would allow me to get to a Word document with a collection of (less often used) shortcuts as a cheat sheet. I recently decided it might be better to … Read more
Now that you’re using a Refreshable Data Connection between your Microsoft Dynamics GP system and Excel, you might find that you’re missing a field or two. It’s not as hard as you’d think to edit the data connection and add in those missing fields. I’ll explain how. If you’re not using this feature yet, you … Read more
Trying to move Generic Inquiries (GIs) in Acumatica from one site to another? You will probably experience a site map conflict. Here’s the error message I got when I tried to export a GI from a source instance and then import it to a destination instance: Why do you get this Site Map error? Depending … Read more
This week we’re going to talk about Microsoft Office 365 PowerPoint, what it’s used for, and how to set up a new presentation. First things first, you may ask yourself, what will I use PowerPoint for? PowerPoint is software used to create professional looking slideshow presentations. They can be displayed on projectors, big screen TVs, … Read more
We occasionally get requests from our Microsoft Dynamics GP users to clear unused receipts in the deposit window (Transactions>Financial>Bank Deposits). Sometimes a customer starts to use the bank reconciliation for the first time, or maybe someone just lost track of receipts and they never got posted. No matter the reason, here’s how to clear receipts. … Read more
Something we have all probably struggled with is finding which fields to use on our report in Acumatica. As an Acumatica developer, I’ve learned lots of time-saving tricks. Here’s the quickest way to find the field you need: Use the inspect element to bring up the field name in the Element Properties window. How to … Read more
Microsoft Dynamics GP Letter Writing Assistant has been around for a long time but I find a lot of people don’t know about it. Microsoft has provided sample Word documents to be used for letters that you need to send to customers, vendors, and employees. You can send the letters to all, or select from … Read more
If a picture is worth a thousand words, then what is a video worth? A lot, as it turns out! I am an ERP developer, not a writer, yet I used to spend a lot of time writing instructions or explaining concepts in lengthy documents. I’ve moved away from writing and have found it’s easier … Read more
Have you ever encountered a Purchase Order in Microsoft Dynamics GP that was still open but should be closed? I had a customer run into this problem recently. Here’s what I did to fix it. First, I reviewed the Purchase Order process the client used. We entered a PO like this one. Next, we entered … Read more
Do you have daily imports for Microsoft Dynamics SL that you wish you could automate? Maybe you’ve inquired about automating them, and were told “if you had the Application Server, you could automate it then.” Well, good news: you don’t need the Application Server module. You can create a simple process for automating an import … Read more
How quickly can you navigate around in Microsoft Dynamics SL? I’m always in awe of people who can do things twice as fast as I can. I’ll let you in on their secret: use Keyboard Shortcuts! Not only does using keyboard shortcuts make you faster, but it will make you look really cool in the … Read more
Do you have Field Level Security set up in your Microsoft Dynamics GP system? Did you know you can use it to do things such as: Lock a user date Hide a field Require a password to change a default warehouse And so much more Dynamics GP Field Level Security allows you to control user … Read more