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Procore Integration Setup
All of the following steps assume you have logged into your Procore company instance as an administrator. If you have multiple companies in Procore, the steps below must be repeated for each. Add the Anterra via Fivetran App In this section we will ...Not Receiving New Account / Password Reset E-Mail
When new accounts are created in the Anterra Platform an e-mail is sent from notification@anterratech.com to establish the password on your account. This also applies to resetting lost passwords. This does not apply to clients who have elected to use ...Anterra Statement Builder (ASB) Missed Entities
Overview While in ASB Builder, should you receive a message “There are missed entities…”, we find that this is typically as a result of a change in the GL hierarchy within Anterra. The below is the most likely cause and the associated recommendation ...Accounts Receivable Grid Does Not Match Accounts Receivable on Balance Sheet
Overview If there is a discrepancy between an Anterra Accounts Receivable (A/R) grid and A/R on an Anterra balance sheet, we recommend taking the following steps to attempt to resolve the issue. Check Unmapped Accounts Checking for any unmapped ...iPaaS Provider Comparison & Overview
The following shows some of the common types of data sources we at Anterra have heard over the years that customers are interested in integrating into their overall construction data strategy. Each source is shown next to two providers Fivetran, ...
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Anterra Widget Dashboards
Overview of Widgets – Build Your Own Dashboards Widgets allow you to build your own dashboards from a selection of pre-built and self-built widgets (built-in Widget Builder). You can build as many dashboards as you like using any combination of ...Anterra Version v25.2 Release Notes
Anterra Version 25.2 Release Notes Updates to Anterra Pivot Grids These are general updates that apply to most of the grids through every module (Finance, Construction, and Service Management) Setting the Default Date for a Pivot Grid - KB Pivot ...Initial Install for Acumatica Customization Project
Install Customization Project Acumatica's integration with the Anterra Platform requires the installation of a customization project. You can download and install Anterra's latest Acumatica customization project using the steps below. How to import ...2023.05.25 Release Notes
- Fixed Bug in MTD/YTD/TTM % of Revenue ASB Column Template o Current TTM Actual column was blank o TTM% of Revenue was blank - ‘Print’ Icon removed from ASB o User can still print to PDF by using the Export icon and choosing Acrobat PDFUpdating the current Acumatica Customization Project
Update Customization Project Acumatica's integration with the Anterra Platform requires the installation of a customization project. You can download Anterra's latest Acumatica customization project below. Once downloaded, follow the directions below ...