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Acumatica Pro Tip: How to Create an Acumatica Favorites List

Acumatica Pro Tip: How to Create an Acumatica Favorites List

by Laura Schomaker | May 9, 2019 | Acumatica, technical how tos, training

You’re surfing the web, and you stumble across an awesome website you want to explore further, but you don’t have the time right now. And, you know you’ll never be able to remember its web address. What do you do? Save it to your favorites (or bookmarks) list, of...
What to Do If You Can’t Download a Report from Management Reporter Web Viewer

What to Do If You Can’t Download a Report from Management Reporter Web Viewer

by Laura Schomaker | May 2, 2019 | Dynamics GP, technical how tos

Today, I want to share a simple, but handy Microsoft Dynamics GP trick. If you’ve ever been unable to download Management Reporter reports from the web viewer, you know how frustrating this can be. Whether you want to share the report with a coworker or need it for a...
Acumatica Pro Tip: Recreate a Document Fast Using an Acumatica Template

Acumatica Pro Tip: Recreate a Document Fast Using an Acumatica Template

by Laura Schomaker | Apr 11, 2019 | Acumatica, technical how tos, training

Much of accounting work such as creating monthly, quarterly or yearly reports is repeatable. So, why waste time reinventing the wheel every time you do the same task? Wouldn’t it be nice to create a report once and then use it repeatedly, just making simple edits as...
Acumatica Pro Tip: How to Export Data to Excel

Acumatica Pro Tip: How to Export Data to Excel

by Laura Schomaker | Mar 28, 2019 | Acumatica, technical how tos, training

Even with all the fancy data visualization tools on the market today, like Power BI, Tableau and many others, Excel remains one of the most popular reporting tools. There are many reasons this could be true. Personally, I think Excel’s popularity has a lot to do with...
Acumatica Pro Tip: How to Attach A File to a Record in Acumatica

Acumatica Pro Tip: How to Attach A File to a Record in Acumatica

by Laura Schomaker | Feb 28, 2019 | Acumatica, technical how tos, training

One of the most popular features many accounting software vendors have added over the last several years is the ability to attach documents to a record. Finally, you can keep all important information in one place. No need to worry about storing documents locally on...
5 Must Know Dynamics GP Tips and Tricks for Every User

5 Must Know Dynamics GP Tips and Tricks for Every User

by Laura Schomaker | Nov 18, 2018 | Dynamics GP, technical how tos, training

Because Dynamics GP is such a powerful product with the ability to run your business from end to end, it can take new users time to learn all the ins and outs of the product. Even seasoned users from time to time discover features they didn’t realize were available....
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