Getting Started
Acumatica To AnterraBI Synchronization Process and Timing
Introduction This article provides an overview of how your data is synchronized from Acumatica to the Anterra Platform. Most data is delivered from the source ERP within minutes after changes are made. That information is transformed and loaded into ...
Release Notes - Acumatica Customization v2023.11.01 for AnterraBI
In addition to general improvements to the AnterraBI user interface and features, the v2023.11.01 Customization includes the following enhancements and improvements: Improved Labor hour type classifications Improvements to mapping labor pay item to ...
Excluding Sage 300 CRE Jobs from AnterraBI
The implementation of this feature involves the customization of customer's AnterraBI environment. Contact support for an estimate of fees and timing. How To Configure The strategy to exclude jobs from AnterraBI leverages the Sage 300 CRE, Job Setup ...
Data Processing Notifications
The Anterra Platform can be setup to notify you via e-mail after the latest data from your ERP arrives and progresses through our data processing pipeline. This article explains what each of the available notifications are and how to manage those ...
Anterra Account Mapping Overview
Anterra account mapping Overview of account mapping You can organize (or map) the charts of accounts into a hierarchy that can be used to create customized financial reports, widgets, and dashboards for your organization. Rules for mapping accounts ...
AnterraBI Module Training Pathways for Users
AnterraBI recommends the AnterraBI Admin and Module Champions attend training sessions first. This empowers the Champions to tailor the initial starting Dashboards & Pivot Grid Views to Company standards prior to all users attending training. ...
AnterraBI Video Training Series - All Modules
Prerequisites: AnterraBI Training Pathways by module - recommended courses & order Audience: New and existing AnterraBI Users Purpose: The AnterraBI video training provides AnterraBI users with on-demand, self-paced education option. New users can ...
AnterraBI Construction - Session 2 Video Training Series
AnterraBI CONSTRUCTION MODULE - SESSION 2: Job Forecasting, WIP Management & S-Curves Prerequisites: Construction Level 1 / Pivot Grid Training Audience: AnterraBI Construction Module Users Purpose: This Training Series provides a detailed look ...
Creating the Sage Default Financial Statements for Anterra BI Data Integrity Check
Creating the Sage Default Financial Statements for Anterra BI Data Integrity Check To confirm the data synchronized from your Sage CRE system to Anterra BI, Anterra requires financial statements for the beginning balance sheet, the last closed fiscal ...
Can't log into ABI/New User setup
Your AnterraBI login email may be blocked by your company’s email filters. If you don’t see our email check your junk email folder, if it is not there simply go to https://anterracloudbi.com Click on the link “Forgot Your Password” and enter your ...
Financial BI
Manage the right key performance indicators. Empower your team and hold them accountable. Links Financial BI Dashboard Videos Financial Ratios Consolidation Mapping (and Logos) Article Anterra BI Financial Widget Builder Training Build virtually any ...
Anterra Bootcamp
This self-guided site is to train you on the features you need to make your Anterra experience easy. You'll find articles, screenshots, and videos to guide your learning adventure. Simply click on the category thumbnails below, to launch the content ...
Setting up Viewpoint Access via VPN
Introduction Synchronizing data to Anterra from Viewpoint is extremely fast and easy via a Virtual Private Network (VPN) connection and can be done from either on-premise or ViewpointOne. To provide the information needed to start the process of ...
Why can't I log in to AnterraBI
Having trouble logging in? We've found that most users can't log in because they've either forgotten their password, forgotten their email, or have received an error message. Forgot password Your password will be the one you set when you created ...
General FAQ
1. Can security be set up to limit access to Consolidation Groups? Yes, please contact Anterra Tech to limit users access to just certain Consolidation Groups. 2. How can users get support? Please see Support Contact Information. 3. ...
Viewing Finance and Construction Reports in AnterraBI™
1. From the top ribbon, click on either Finance or Construction drop-down, hover over one of the report groups, and view the available dashboards in that report group: 2. Select a report to run by clicking on the blue report name. The default ...
Logging into the System
Type this into a browser tab: When you get to the website, a security window will pop up asking for your credentials. Type in your user name and password that have been provided to you and click on “Login.” ...