Tag Archives: Acumatica ERP

Fixed Asset Module – Acumatica ERP

Every business with equipment, vehicles, laptops, or machinery eventually runs into the same problem: someone has to track what was bought, what it’s worth now, and where it actually is. From my experience working on Acumatica implementations, I’ve noticed that Fixed Assets is one of those modules clients often underestimate until auditors start asking questions.… Read More »

How to Convert Bitmask Integers to Readable Text in Acumatica Reports

A complete guide to decoding integer bitmasks in Acumatica Report Designer without backend C# customizations. When you build custom project or service management reports in Acumatica, pulling schedule data straight out of the PMTask DAC can quickly get confusing. Instead of getting a clear, readable line like “Every week on Thursday, Wednesday, Monday,” you end up looking… Read More »

Edit the Chart of Accounts Screen in Acumatica 2025 R2 and Later

Acumatica is making changes to its user experience. More screens are being updated to the Modern UI. This new interface is cleaner and easier to use. However, some things you could do in the Classic UI are not available in the Modern UI yet. One example is the Chart of Accounts screen. If you are… Read More »

Troubleshooting Custom Field Filter Not Working in Acumatica grid

When I first dropped a custom field into an Acumatica grid, it seemed okay at a glance. The column showed up, and the value came in, so I thought it was done. Then I tried to filter it… and nothing worked. No sort, no filter; it behaved like the column wasn’t even part of the… Read More »

How to link a phone number in a GI for the Acumatica mobile app

The Acumatica mobile app has a built-in option to view Generic Inquiries. As long as the GI is added to the site map, it shows up in the mobile app automatically. But the GI on mobile behaves like a simple report – you can see the data, but you can’t take any action from it.… Read More »

Acumatica and the Visibility Gap Fintech Leaders Face

Most fintech organizations already operate with dashboards. Metrics update, charts refresh, and reports circulate on schedule. From a technical standpoint, visibility exists. What is often missing is authority in the present tense. When fintech leaders ask straightforward questions—Where is cash right now? Which receivables are quietly aging? How exposed are we this week?—the answers frequently… Read More »

SOURCE INQUIRY – Simplifying GI-to-GI Linking

When you start building GIs in Acumatica, everything feels pretty straightforward. You grab a couple of tables, join them, add a filter or two, and the result shows up exactly how you expect. But once you get into real payroll or finance setups – things like taxes, earnings, deductions, employee types – you suddenly notice… Read More »

Acumatica 2025 R2 New Features Unlocked

Every year, Acumatica drops a major update – twice, in fact. But 2025 R2 feels different. It’s not just a checklist of minor fixes; it’s a release that focuses squarely on making the system easier to use, genuinely smarter in its daily operations, and more supportive for the teams who rely on it. Honestly, whether… Read More »

Upload Action with Custom Grid Screen for Data Import

In many businesses’ scenarios in Acumatica, they need a simple way to upload data without using the full Import Scenarios module. Sometimes you want users to upload a small file, validate it, review the data in a grid, and save it—directly inside a custom screen. That’s exactly where a custom grid screen with an Upload… Read More »

Build a TXT File Export Using Any Generic Inquiry in Acumatica

Exporting data from Acumatica comes up more often than you’d think. Whether you’re sharing information with external systems, putting together flat files for reporting purposes, or sending formatted data to clients, it’s something most of us need to do regularly. What’s outstanding is that you can handle all of this through Acumatica’s Data Provider and… Read More »