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
One of the exciting new product enhancements in Microsoft Dynamics SL 2018 is the Approvals function. With the simple click of a button, you can enable and customize an approvals process for A/P invoices that will allow a user or user group to quickly double-check an entry. This will automate your approval process within Dynamics … Read more
I recently got a call from a client and their Scribe integrations had stopped working. This can be very frustrating and hinder your business’s performance. Why would this happen, and how do you fix it? There’s lots of ways to go about finding the problem and fixing it, but here’s what I did to hopefully … Read more
This question has come up multiple times over the past few months. So, I wanted to share our recommendations for credit card payments to vendors in Microsoft Dynamics GP. Here are two methods to use credit cards when paying a vendor. Method 1: First, enter all credit card transactions when the credit card statement is … Read more
No, you don’t need a developer to add fields to a screen. Even if the field you want isn’t in the customization list, you can still add it. We recently had a client who needed the ability to sort on the status of their fixed assets. The problem was, there was no Fixed Asset Status … 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
The Recurring Transactions function in Acumatica is just one of the ways that this system helps automate your processes. For repetitive transactions that occur on a regular basis, you can create a schedule and add it to a batch (or multiple batches) or a journal entry. This eliminates the need to pull each transaction one … Read more
Here’s a great time-saving project I recently did. I had a customer who wanted a button on a screen in their Acumatica system to launch the Journal Entry window. Not only did it launch the window, they wanted that screen loaded with data provided from the source page of the button. So, I built a … 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
I run into a lot of clients that get Journal Entries which do not originate in Microsoft Dynamics GP. Whether it’s an outside payroll vendor, or a Point-of-Sale system, you probably receive Excel or .csv files. These journal entries might be multiple line entries or recurring entries. As long as they are in a readable … 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