Reports for Acumatica
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Guillermo

Creating a Tabular Report in Report Designer

From the Acumatica S130 course, Data Retrieval and Analysis, you learn that “a tabular report is a report that displays information from the database in a format consisting of multiple columns and rows.” You can use a tabular report, for example, to see a breakdown of your sales by Customer and Inventory Item Class. In … Read more

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Mike

Keyboard Shortcuts in Acumatica

Acumatica exists to save you time, decrease errors, and ultimately save money. One way for users to superpower that efficiency is with keyboard shortcuts. We’ve written before about the reasons to use keyboard shortcuts, but here’s a refresher: Increase efficiency What would take 4 clicks with a mouse can be accomplished with a single keystroke, … Read more

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New Release of Acumatica
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Lauren

Acumatica: New Release – 2018 R2 & Ranked Highest in Usability

  Acumatica has proven their commitment to their customers again, this time two – fold. New Release – Acumatica 2018 R2 First, with their recent release of Acumatica 2018 R2, Acumatica took ideas submitted by end-users and developed them into enhancements and tools in this new release. These new features address three specific areas: Customer … Read more

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Mike

Missing Screens & Disappearing Filters in Acumatica

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

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acumatica construction edition
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Lauren

Introducing Acumatica’s Construction Edition

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

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Joe

How to Make Video Help Files in Acumatica

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

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Dashboards
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Lori

Dashing to Dashboards in Acumatica

We recently shared some tips on Acumatica’s powerful dashboards and presented a webinar on the new features in Acumatica 2017 R2 with the new modern user interface.  While dashboards are powerful reporting tools that can provide great insight into financial and operational areas, access to a dashboard requires the same consideration as any other screen or … Read more

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Mike

Acumatica PXCheckUnique

I was working on a client project in Acumatica and stumbled across the PXCheckUnique attribute.  This handy attribute allows the system to ensure that field values are unique that aren’t a part of the unique key defined for the table. PXCheckUnique Allows you to control unique values in a grid for a specified set of … Read more

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Mike

Reclassifying Batches in Acumatica

Do you have batches where one line that is recorded to a wrong account, subaccount, or branch?  You probably don’t want to reverse the whole transaction to fix it.  In Acumatica, using the Reclassify action allows you to change the one line of a batch that needs to be fixed,  instead of Reversing the whole … Read more

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Lori

Setting Up QTD Reports in ARM for Acumatica

Acumatica comes with over 250 standard reports; however, one of the most common requests we get is how to set up a Quarter-to-Date (QTD) financial report.  Using Acumatica ARM, there’s no hidden columns needed – you just run the financial reports for a Quarter-end period. Here’s How: Here’s an example of a column output for … Read more

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Acumatica Dashboard
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Jamie

Acumatica Dashboards Made Easy

Dashboards can be a powerful reporting tool, based on any information within the Acumatica system.  They are visually pleasing and easy to see the data important to you.  Acumatica dashboards are generally made up of one or several widgets, which are a report of some kind.  You can also configure several different dashboards and they … Read more

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1099 Tax
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Mike

Acumatica – 1099 Processing for Multi-branch Companies

Here’s a handy tip when processing 1099s for a company set up with multi-branches.  By configuring a reporting only branch, you can prepare consolidated 1099 data for each vendor for a company with multiple branches in Acumatica.  No transactions are posted to this consolidated branch. Its sole purpose is restricted to reporting data. In this … Read more

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Tips and Tricks for Acumatica
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Colleen

Tips & Tricks When Looking for Data in Acumatica

Recently, I had a customer who had some recent turnover.  During our conversation, I realized they were missing out on some of the great, but basic, features when trying to find data in Acumatica. No matter your version of Acumatica, these awesome nuggets of information hold true for anyone. Acumatica Filters All the Inquiry screens … Read more

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International Currency
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Lori

Understanding Multi-Currency vs. Financial Statement Translation

Acumatica offers both Multi-Currency Accounting as well as Financial Statement Translation.  Many users confuse the two, but they have completely separate functionality. In general, think of it this way.  Multi-Currency Accounting is more “converting” a single transaction to a base currency and Financial Statement Translation is more “translating” an entire ledger to any other currency. … Read more

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