by Laura Schomaker | Jul 4, 2019 | Acumatica, technical how tos, training
One of the most common issues project focused organizations face is accurately tracking the labor and other resources they use on each project. Yet, this information is critical if you want to bill customers and price future projects accurately. To avoid wasting...
by Laura Schomaker | Jun 6, 2019 | Office 365, training
A lot of our clients work in the accounting field. This often means long hours collecting data from many places to create spreadsheets, performing calculations and formatting the spreadsheets in an eye-catching way. All these tasks can be time consuming. But paste...
by Laura Schomaker | May 31, 2019 | Acumatica, technical how tos, training
Many modern ERPs let you attach files to your records. This is a useful feature when keeping track of important internal or customer documents, like invoices, receipts, purchase orders, etc. The only problem is, if you have many people working on the same file and...
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...
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...
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...
