Closing Project Year at Actual in Dynamics SL
The Close Project Year at Actual (AL.CPA.00) screen was added with Dynamics SL 2011 Feature Pack 1, which still makes this a fairly new screen. It was added with several new features including Indirect Rate Calculator (AL.IRC.00) and some changes to reports like Job Summary Report at YTD Actual and some new tables like PJPTDAIC and PJYTDAIC. So, if you are using the project series modules and trying to track your indirect rates, it is important to understand what these fairly new features do. […]
Setting up Project Accounting in Acumatica: Account Groups
There are many steps to consider when preparing to do project accounting in Acumatica. Perhaps one of the most important considerations is how to setup Account Groups. An Account Group is mapped to specific General Ledger accounts and is used to track project budget, expenses and revenue. (For readers familiar with Dynamics SL – Account Groups are referred to as Account Categories.) By mapping a GL account to an Account Group you will require users to enter in a Project ID each time they enter a transaction for that account. […]
Closing Project Controller for the Year in Dynamics SL
Around this time of the year, I usually get several calls regarding when the best time to close Project Controller is. So I have created a little checklist of things to check before you close Project Controller for the year. […]
Acumatica: An Introduction
By now I am sure you have all noticed that here at Polaris a new product is on the rise… Acumatica. If you follow Polaris Business Solutions at all you’ve probably noted that we are VERY excited to be an Acumatica partner and even more excited about the vast capabilities this solution brings to the table. So, that being said, welcome to our first ever Acumatica blog! Our blogs will be focused on the hints, tips and everyday use of Acumatica for project users. But for now, let’s start with an overview of what this product is…