QAD Bank Drivers: Business Case

Posted on: April 14, 2022 | By: Minela Covic | QAD Financials

This blog details a QAD bank drivers business case, in which leveraging bank drivers solutions enabled greater business efficiency. Business Case The client pays their vendors once a week during their Accounts Payable run. 90% of their payments are made via check currently. Their current ERP does not allow them to store supplier bank numbers in the system and does not allow them to export electronic payments. Therefore, for the...


Efficient Tax Setup in QAD

Posted on: March 30, 2022 | By: Minela Covic | QAD Financials

This blog details the step-by-step process Logan Consulting went through when helping a Client set up taxes in their QAD system to address inefficiencies and errors in their preexisting method. Logan’s team set up taxes in QAD to automatically calculate Canadian taxes on Customer Invoices based on where the Customer is located. This Client had issues in the past when their current system did not calculate taxes properly and they...


Create a 12 Period Income Statement in Business Central

Posted on: May 22, 2021 | By: Minela Covic | Microsoft Dynamics Business Central

Business Central allows for flexible financial reporting. Setups are typically easy and can be done by users without any development experience. Column layouts are where the periods of time are defined for financial reports. In this blog, you will learn how to create an Income Statement with 12 periods. Begin by creating a new column layout: Edit the column layout. Assign Column Numbers and Column Headers. Choose “Net Change” as...


Acumatica 2021 R1: New Dashboard Features

Posted on: April 10, 2021 | By: Minela Covic | Acumatica

Some of the new features on Acumatica 2021 R1 includes updates to the dashboards. This blog will highlight those new features.   Add a link to the dashboard Links navigate to any screen within Acumatica. In this example, users can create an AP Bill or run the AP Aging Report directly from the AP Clerk dashboard.   Display a KPI as a meter Now, there is the option of displaying...


Acumatica 2021 R1: Navigate to an External URL from a Generic Inquiry

Posted on: April 9, 2021 | By: Minela Covic | Acumatica

One of the new features on Acumatica 2021 R1 includes the ability to navigate to an external URL from a generic inquiry. For instance, say you want to store a vendor’s alternate ID on the stock item’s cross reference and have it navigate to the vendor's website: In this example the alternate ID is the item number from Amazon.com. Next, get the URL from Amazon.com: Go to the Generic Inquiry...


Configuring Reports in the Acumatica Mobile App: Print a Purchase Order

Posted on: April 21, 2020 | By: Minela Covic | Acumatica

Acumatica comes with a fully functional mobile app out of the box. Users can use the mobile app to enter sales orders, purchase requisitions, purchase orders, time-cards, and more. In this post, you will learn how to configure viewing and downloading a report from the app. Say you want to print purchase orders from your phone the way you can online: In the WSDL schema, identify the action that prints...


Using a Business Event to Send an Email Notification in Acumatica: Task Management

Posted on: April 21, 2020 | By: Minela Covic | Acumatica

Acumatica allows you to use generic inquiries to trigger business events. In this example, we will see how to set up a business event to send an email notification to users when a new record is added to a generic inquiry. You can also do this for when a record is deleted or a specific field has been changed. If one doesn’t already exist, you need to create a generic...


Customize your Emails in Acumatica with Embedded Images

Posted on: December 20, 2019 | By: Minela Covic | Acumatica

Email notification templates can be created in Acumatica to personalize emails to a user’s liking. One of the seldom used features in this area is the ability to embed links into images and words. Follow the steps below to personalize your emails even further: First, open a notification template: Highlight a piece of text and click link under insert: Under the File from the Web tab, enter your URL into...


Add a Screen to the Acumatica Mobile App

Posted on: December 20, 2019 | By: Minela Covic | Acumatica

Acumatica comes with a fully functional mobile app out of the box. Users can view records and enter new transactions on the go, promoting timely and accurate updates to everyday business activities. To add another screen to the app, follow the steps below. Identify the screen and fields you want to add: The screen ID can be found in the URL of the Acumatica page To get the field names...