Posts by Salina Patel
Acumatica Tips and Tricks: Simple Import/Export Data
Simple Import/Export Data Using Excel Documents Acumatica allows customers to easily export and import data on any screen. In a few easy steps, we’ll walk through how to simply import/export data: 1. Navigate to the Finance -> Transactions -> Journal Transactions screen (Note: This can be used for a multitude of other screens in Acumatica)…
Read MoreThree ERP Investment Gotchas
Your fellow business professionals will likely say they are glad they made an ERP investment; ERP systems give a company strengthen collaboration, efficiency, and profitability. If you ask the same professional if they would choose the same ERP platform again, they will likely say no. Companies often make the right choice to move to…
Read MoreDaily Field Report Weather API Acumatica
Daily Field Report Weather API Acumatica allows customers to capture detailed weather information on a project with a touch of a button. The weather information can be easily added to the Acumatica Daily Field Report on any device. In a few easy steps, we’ll walk through how to set up the Weather API and how…
Read MoreBusiness at the Sounds
Sponsored by: Workforce Go!
Read MoreAcumatica Table Layout and Accessibility
Acumatica allows you to configure the required table layout (such as the order of columns and the set of columns to be displayed) and set this configuration as the new default layout, while logged in to a user account that has the Administrator role. After you have set the new default layout for a…
Read MorePropelling Your Construction Company into the Future
The construction industry is heading into the future with advancements in tools, robots, drones, software, and much more. The companies that take a smart approach to these advancements and new technologies will be the ones to service the technological revolution the industry is facing. Right now, your company is likely facing tough decisions…
Read MorePredicting the Unpredictable
If there’s one thing the last two years has made abundantly clear, it’s that the supply chain is anything but predictable. Delays, price increases, and stock shortages plague even the simplest of jobs. And yet . . . there’s a lesson here; we need to do a better job of leveraging what’s currently happening…
Read MoreThe 4 Major Construction Sectors and Their ERP Requirements
As you know, there are four main sectors of construction work, but as you may not know, each comes with unique construction ERP needs for the contractor. There are some universal needs such as access to critical data, report project management capability, fieldwork reporting, and AIA reporting and billing. Others needs are dependent not…
Read MoreSecret Savings: Economic Incentives
Companies move their headquarters cross country, big corporations save millions of dollars every year, and companies in hard times get a second wind all due to tax incentives. However, many small to midsized businesses are unaware of incentives and tax credits that can save their business money. Some of the most impactful incentives these…
Read MoreUsers Unite: Underutilized Acumatica Features and DataSelf Analytics
Listen to Strategies Group’s “Users Unite: Underutilized Acumatica Features and DataSelf Analytics”. This series focuses specifically on topics important to our Acumatica users including important product updates, productivity tool highlights, and tricks and tips. This one-hour Lunch and Learn will focus on a few underutilized features of the system that could be beneficial to…
Read More