Releases: Acumatica/FinancialDashboards
Acumatica 2019R2 Dashboards
Set of Dashboards For Acumatica Financials module.
Publication of this customization allows you to use set of Financial Dashboards designed and developed Acumatica team. Package contains generic Inquires, Shared Filters and Dashboards.
Supported Versions: Acumatica 2019R1. Please note that this customization cannot be published on Acumatica 2019 R1 and below as some required fields were added only in specified version.
To publish customization do following:
Download project from GitHub Releases to local folder on your computer.
Go to Customization Project (SM204505) screen
Import Customization project with appropriate button
Select Project(s) and Click "Publish"
Following Dashboards are included:
AP Clerk
AR Clerk
Controller
Following Generic Inquires are included:
DB-APCashDiscount
DB-APPaymentsToApprove
DB-APPaymentsToPrint
DB-APRejectedPayments
DB-APUnreleased
DB-APVendorDetail
DB-APVendorSummary
DB-ARCustomerDetails
DB-ARCustSummary
DB-ARPayments
DB-ARUnprinted
DB-ARUnprintedStatements
DB-ARUnreleased
DB-ARUnsentStatements
DB-BillsToApprove
DB-BillsToPay
DB-Cash
DB-CashCurrent
DB-CreditHoldCustomers
DB-POlate
DB-Receipts-NoBillAP
DB-RejectedRefunds
DB-SOtotal
DB-Unsent Invoices
DB-VendorHistory2
DB-VendorsOnHold
Acumatica 2019R1 Dashboards
Set of Dashboards For Acumatica Financials module.
Publication of this customization allows you to use set of Financial Dashboards designed and developed Acumatica team. Package contains generic Inquires, Shared Filters and Dashboards.
Supported Versions: Acumatica 2019R1. Please note that this customization cannot be published on Acumatica 2019 R1 and below as some required fields were added only in specified version.
To publish customization do following:
Download project from GitHub Releases to local folder on your computer.
Go to Customization Project (SM204505) screen
Import Customization project with appropriate button
Select Project(s) and Click "Publish"
Following Dashboards are included:
AP Clerk
AR Clerk
Controller
Following Generic Inquires are included:
DB-APCashDiscount
DB-APPaymentsToApprove
DB-APPaymentsToPrint
DB-APRejectedPayments
DB-APUnreleased
DB-APVendorDetail
DB-APVendorSummary
DB-ARCustomerDetails
DB-ARCustSummary
DB-ARPayments
DB-ARUnprinted
DB-ARUnprintedStatements
DB-ARUnreleased
DB-ARUnsentStatements
DB-BillsToApprove
DB-BillsToPay
DB-Cash
DB-CashCurrent
DB-CreditHoldCustomers
DB-POlate
DB-Receipts-NoBillAP
DB-RejectedRefunds
DB-SOtotal
DB-Unsent Invoices
DB-VendorHistory2
DB-VendorsOnHold
Acumatica 2018R2 Dashboards
Set of Dashboards For Acumatica Financials module.
Publication of this customization allows you to use set of Financial Dashboards designed and developed Acumatica team. Package contains generic Inquires, Shared Filters and Dashboards.
Supported Versions: Acumatica 2018R2. Please note that this customization cannot be published on Acumatica 62018 R1 and below as some required fields were added only in specified version.
To publish customization do following:
- Download project from GitHub Releases to local folder on your computer.
- Go to Customization Project (SM204505) screen
- Import Customization project with appropriate button
- Select Project(s) and Click "Publish"
Following Dashboards are included:
- AP Clerk
- AR Clerk
- Controller
Following Generic Inquires are included:
- DB-APCashDiscount
- DB-APPaymentsToApprove
- DB-APPaymentsToPrint
- DB-APRejectedPayments
- DB-APUnreleased
- DB-APVendorDetail
- DB-APVendorSummary
- DB-ARCustomerDetails
- DB-ARCustSummary
- DB-ARPayments
- DB-ARUnprinted
- DB-ARUnprintedStatements
- DB-ARUnreleased
- DB-ARUnsentStatements
- DB-BillsToApprove
- DB-BillsToPay
- DB-Cash
- DB-CashCurrent
- DB-CreditHoldCustomers
- DB-POlate
- DB-Receipts-NoBillAP
- DB-RejectedRefunds
- DB-SOtotal
- DB-Unsent Invoices
- DB-VendorHistory2
- DB-VendorsOnHold
Acumatica 2017R2/2018R1 Dashboards
Set of Dashboards For Acumatica Financials module.
Publication of this customization allows you to use set of Financial Dashboards designed and developed Acumatica team. Package contains generic Inquires, Shared Filters and Dashboards.
Supported Versions: Acumatica 2017R2, 2018R1. Please note that this customization cannot be published on Acumatica 6.1 and below as dashboards were not supported by customization engine in that version.
To publish customization do following:
- Download project from GitHub Releases to local folder on your computer.
- Go to Customization Project (SM204505) screen
- Import Customization project with appropriate button
- Select Project(s) and Click "Publish"
Following Dashboards are included:
- AP Clerk
- AR Clerk
- Controller
Following Generic Inquires are included:
- DB-APCashDiscount
- DB-APPaymentsToApprove
- DB-APPaymentsToPrint
- DB-APRejectedPayments
- DB-APUnreleased
- DB-APVendorDetail
- DB-APVendorSummary
- DB-ARCustomerDetails
- DB-ARCustSummary
- DB-ARPayments
- DB-ARUnprinted
- DB-ARUnprintedStatements
- DB-ARUnreleased
- DB-ARUnsentStatements
- DB-BillsToApprove
- DB-BillsToPay
- DB-Cash
- DB-CashCurrent
- DB-CreditHoldCustomers
- DB-POlate
- DB-Receipts-NoBillAP
- DB-RejectedRefunds
- DB-SOtotal
- DB-Unsent Invoices
- DB-VendorHistory2
- DB-VendorsOnHold