Financial management software provides businesses with a full array of accounting functions to record daily financial operations and generate quarterly and annual financial statements. It also provides tools for reporting, analysis, budgeting and planning. But do you really want reams of reports? No. What you really want is data. The right ERP system pulls everything … Read more
Today we get a little technical! This blog will walk you through how to add a new report to any form in Acumatica. We will use the Sales Order form as an example. Note on using the Workflow Engine: The steps below are applicable for forms supporting a new workflow engine. Since the Sales Orders form supports the … Read more
THE most powerful tool for business insights on the market right now is a big part of Microsoft’s Power Platform: Power BI. With Power BI (which stands for “Business Insights”), you can leverage your data to easily build reports and dashboards with interactive visualizations. And, not just Dynamics data either – even Acumatica, QuickBooks, or … Read more
Microsoft SQL Server Reporting Services (“SRS” or “SSRS”) have been around for the better part of two decades, first hitting the streets in early 2004. Over the past 16+ years, many articles and blog posts have been written about passing multi-value parameters between reports using a combination of the JOIN and SPLIT functions. These work … Read more
What Happened? Many users are reporting a problem with Microsoft Dynamics GP after the latest update: when you attempt print using Report Writer reports, black boxes instead of images appear on the reports. The following Windows updates (all from March) were affected: “KB5000808” “KB5000809” “KB5000802” “KB5000803” “KB5000812” “KB5000822” This only affects Report Writer reports (Word … Read more
SmartList Designer Tips The next SmartList Designer tip is for the inventory module in Microsoft Dynamics GP. When you view the item master data view that comes out of the box, some fields like unit price and gross margin aren’t available to display as a column. This is because that data is stored in a … Read more
SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at optimizing a basic purchasing SmartList. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) Let’s say that a purchasing manager wants to view all the historical transactions for a vendor. However, the … Read more
SmartList Designer Tips for Dynamics GP As most Microsoft Dynamics GP users know, with every version of the system comes with the advanced reporting tool called SmartList. Out of the box, SmartList has several pre-made reports to choose from, all of which pull directly from your Dynamics GP tables, and are column-based (meaning Excel-friendly). In … Read more
Are you interested in Power BI? Maybe you’re wondering what it can do for your business and Dynamics GP data? We recommend starting with this Microsoft self-paced, hands-on learning tutorial, “Explore what Power BI can do for you.” You will learn: Understand Power BI service basic concepts and terminology. Find your content in dashboards, reports, … Read more
Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL! Management Reporter (MR) in Dynamics GP is known for the valuable financial data it can offer — and in turn the … Read more
One of the most commonly asked questions from my Microsoft Dynamics GP customers is – how do I see how much I paid a certain vendor by GL account? For example: if you need to see all the legal fees paid to several different law firms, where do you go to get this information quickly … 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
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
We often receive calls from our clients when auditors want to review security. Microsoft Dynamics GP offers several security reports you can run for audits. How to print the Dynamics GP security reports Go to Reports>System>Security. In this window, you’ll see the list of available reports. The most common reports that auditors look for are: … Read more
We have had several clients inquire about the impact on the Retained Earnings Account during the Year End Close process. Here is an explanation. During the Year End Close process, Microsoft Dynamics GP uses the Posting Type of each account to determine which accounts are Balance Sheet vs. P&L accounts. For all of the P&L … Read more
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
Do your bank or auditors need an AR roll forward report? Many times I work with businesses who do asset-based borrowing and this report is required. The AR Roll Forward report details all the transactional accounts receivable activity in a period, with the beginning and ending balances tying back to the source report – AR … Read more
Most people export a .csv file of their Trial Balance Detail report right from Microsoft Dynamics GP for their audit team. However, you usually end up spending more time than you would like cleaning it up, re-formatting, and manipulating it first. Sound familiar? Here’s an easy solution: Export using SSRS Instead of exporting from Dynamics GP … Read more
Which vouchers have attachments? In Dynamics GP, the Document Attach feature allows you to connect documents such as requisitions, credit reports, and images to master records and transactions. An easy way to quickly see whether a payable voucher has an attachment is to create a SmartList. Read on to find out more and download our … Read more
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
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
We’ve been waiting for what seems to be a very long time for a Power BI Dynamics GP Content Pack. The wait is OVER! This Power BI Content Pack includes pre-built reports for your Dynamics GP data on: Financials Sales Purchasing Inventory This content pack helps you with the relationships between your Dynamics GP data … Read more
March was a big month of updates for Power BI. I am really excited about some of the new additions they released. Here are my highlights from this recent round of updates to Microsoft Power BI. Custom Report Page Tooltips (Preview Mode) What are tooltips? It’s a message that appears when a cursor is positioned … Read more
Recently, we have received a handful of calls on how to add a new user to Management Reporter (MR). So, I thought this would be a good time to revisit the process. First, you must be an MR administrator to add users. Also, the user you are adding must have access to the company in … Read more