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Source document library

The white papers, technical notes, fact sheets, training handouts, wall charts and workbooks the guides on this site were built from, kept here in their original form. Every file is exactly as it was written, the same bytes, only renamed so the filename works as a URL.

Two reasons to keep them. Several are still the most convenient thing to hand a colleague or print for a meeting, and where a guide condenses or reorganizes a document, the original settles what it actually said.

113 documents, 39 MB. The table below shows what each one was used for; DOCUMENT-MAP.md in the site repository records the editorial detail.

These are archived originals, not current documentation

Several were written for a specific Macola® version, a specific customer, or a product that has since been renamed. Where a document has been superseded, the page it fed says so. For current guidance, start with Macola® guides.

Marker What it means
Primary source The guide is a rewrite of this document
Supporting source Contributed part of a page, or confirms an existing one
Superseded revision An older edition of a document that also appears here
Duplicate The same content under a second filename
Archived, not published Kept for the record; see the document map for why

Macola® general ledger

Document Format Used for
ES — Entering a General Ledger Account Number (March 2005) Word · 43 KB Entering a G/L account number in Macola® ES Primary source
How do I know what G/L accounts will be used for P/O receiving, A/P vouchering & POP production reporting? (February 2007, Visio) Visio · 275 KB G/L accounts for P/O receiving, A/P vouchering and POP reporting Primary source
How do I know what G/L accounts will be used for processing manual inventory transactions? — Macola® ES Word · 79 KB G/L accounts for manual inventory transactions Duplicate
How do I know what G/L accounts will be used when posting customer invoices? — Macola® ES & 10 (July 2020) Word · 269 KB G/L accounts when posting customer invoices Primary source
How do I know what G/L accounts will be used when posting customer invoices? — Macola® Progression (January 2006) Word · 140 KB G/L accounts when posting customer invoices Primary source
How do I know what G/L accounts will be used when processing manual inventory transactions? — Macola® ES (April 2005) Word · 79 KB G/L accounts for manual inventory transactions Primary source
How do I know what G/L accounts will be used when processing manual inventory transactions? — Macola® Progression (February 2004) Word · 50 KB G/L accounts for manual inventory transactions Primary source
How do I know what G/L accounts will be used when using standard costing & POP value added costs (Visio) Visio · 248 KB G/L accounts with standard costing and POP value-added costs Primary source
How do I know what G/L accounts will be used with standard costing & POP value added costs (February 2007, PDF) PDF · 183 KB G/L accounts with standard costing and POP value-added costs Duplicate
How do I set up the Material Cost Type & Material Cost Type/Location Account codes for POP? (March 2021) PDF · 157 KB Material Cost Type and Material Cost Type/Location accounts Primary source
How to import GL transactions into the Macola® ES software Word · 132 KB Importing G/L transactions Primary source
How to import and process GL transactions in Macola® ES Word · 176 KB Importing G/L transactions Supporting source
Importing GL transactions using a CSV file in Macola® ES Word · 138 KB Importing G/L transactions Supporting source
Macola® ES & 10 — manufacturing set-up screens that require general ledger accounts (June 2019) Word · 484 KB The set-up screens that hold G/L accounts Primary source
Specifications for the Macola® Progression G/L import ASCII text file (December 2007) Word · 28 KB Importing G/L transactions Primary source

Macola® accounts payable

Document Format Used for
A/P Open Item Report vs Aging Report — Macola® technical note APOPAGNG (July 2000) PDF · 18 KB A/P Open Item report versus Aging report Primary source
A/P — differences between aging report values and aging bucket values in the vendor file Word · 27 KB A/P Open Item report versus Aging report Primary source
How are PPV entries calculated in A/P? — Macola® document 00.678.671, updated by Leahy Consulting (June 2018) Word · 38 KB How purchase price variance is calculated in A/P Primary source
How to Create the Positive Pay Extract File (February 2010) Word · 38 KB Creating the Positive Pay extract file Primary source
How to clear the Macola® Received Not Invoiced report for direct pay (January 2005) Word · 99 KB Clearing the Received Not Invoiced report for direct payments Primary source
How to reconcile Accounts Payable with the General Ledger — Macola® V7 (draft, November 2004) Word · 80 KB Reconciling A/P with the general ledger Primary source
Setting up Electronic Funds Transfer for A/P — Exact document 23.394.144 (February 2012) PDF · 205 KB Setting up electronic funds transfer for A/P Primary source

Macola® accounts receivable

Document Format Used for
A/R to G/L Reconciliation — Macola® technical note ARGLREC (July 2000) PDF · 20 KB Reconciling A/R to the general ledger Primary source
How does the Macola® ES software obtain the currency conversion factor when processing customer orders? (February 2004) Word · 78 KB How Macola® ES finds the currency conversion factor Primary source
How to Refund Money for Returned Merchandise — Exact document 00.678.322 (2001) PDF · 17 KB Refunding money for returned merchandise Primary source
Notes — Credit Card Processing through Macola® ES/Progression (February 2008) Word · 20 KB Credit card processing through Macola® Primary source
Where do the balance amounts in the Bank Reconciliation report come from? (July 2000) Word · 22 KB Where each section of the Bank Reconciliation report comes from Primary source

Macola® manufacturing

Document Format Used for
Cost Master Maintenance — list of fields Word · 82 KB Cost Master Maintenance field reference Primary source
Posting Shop Floor Control transactions to the general ledger (April 2022) PDF · 309 KB Posting Shop Floor Control transactions to the general ledger Primary source

Macola® practices

Document Format Used for
Best Practices for Using the Macola® Software (September 2024) PDF · 82 KB Best practices for using Macola® Primary source
Evolve 2016 — LinkedIn post announcing the Lean fundamentals roundtable Word · 21 KB Archived, not published
Getting Lean using the Exact Macola® software (working draft) Word · 53 KB The Lean office Archived, not published
How can I apply Lean principles using my Macola® software? (April 2018) Word · 52 KB The Lean office Superseded revision
How to Supercharge your Macola® ERP Software — 2018 Macola® User Workshop handout PDF · 435 KB Avoiding inventory integrity errors · What each date field on an order means · Making Macola® run faster · The Lean office Primary source
Introducing the Lean Office (6 April 2018, Word original) Word · 56 KB The Lean office Superseded revision
Introducing the Lean Office (April 2018) PDF · 145 KB The Lean office Superseded revision
Introducing the Lean Office (August 2024) PDF · 91 KB The Lean office Primary source
Lean Accounting summary (9 scanned pages) PDF · 467 KB Archived, not published
Practicing Lean fundamentals in an office environment using Macola® (November 2016) Word · 54 KB The Lean office Superseded revision
Practicing Lean fundamentals in an office environment using Macola® (November 2016, second copy) Word · 53 KB The Lean office Duplicate
Supercharge your Exact Macola® software — Part 1: Improving your data integrity (2014) Word · 359 KB Avoiding inventory integrity errors · What each date field on an order means Primary source
Supercharge your Exact Macola® software — Part 2: Minimize labor intensive activities (2014) Word · 1.3 MB Products overview Superseded revision
Supercharge your Exact Macola® software — Part 3: Making your software run faster (2014) Word · 818 KB Making Macola® run faster Primary source

Macola® reference

Document Format Used for
Flow of Macola® accounting transactions (February 2012) Excel · 67 KB Flow of Macola® accounting transactions Primary source
How to use the GBKMUT and other ES accounting files (April 2007) PDF · 151 KB The GBKMUT file and the other ES accounting tables Primary source
List of Macola® G/L journal source codes Word · 30 KB G/L journal source codes Primary source
Macola® ES Bank Transactions table definitions (July 2019) Excel · 25 KB Macola® ES BankTransactions table reference Primary source

Pulse Dashboard

Document Format Used for
Dashboard Report Roster (December 2025) Excel · 66 KB Roster of standard reports Primary source
PULSE Accounts Receivable Collection Notes Enhancement (August 2023) PDF · 250 KB A/R Collection Notes Primary source
PULSE Advanced Graphing Solution samples (June 2024) PDF · 170 KB Advanced Graphing Primary source
PULSE Customer Service module (August 2023) PDF · 387 KB Customer Service & Shipping Supporting source
PULSE Dashboard & Reporting Software Definitions (October 2020) PDF · 257 KB How Pulse Dashboard calculates its numbers Primary source
PULSE Dashboard 2-page flyer (May 2020) PDF · 1.2 MB Pulse Dashboard Supporting source
PULSE Dashboard Catalog of Custom Reports Tabs (April 2025) PDF · 4.2 MB Catalog of custom report tabs Primary source
PULSE Dashboard Family tri-fold brochure (2019) PDF · 5.1 MB Pulse Dashboard Supporting source
PULSE Dashboard Administrator Guide (December 2020) PDF · 1.0 MB Administration Primary source
PULSE Dashboard Scheduler — installation & operating instructions (November 2024) PDF · 1.0 MB Report Scheduler Primary source
PULSE Dashboard Training — Advanced Techniques user training material (October 2019) PDF · 1.5 MB Advanced techniques Primary source
PULSE Dashboard Training — Pinpointing finished goods & component shortages (December 2018) PDF · 550 KB Pinpointing shortages Primary source
Using the PULSE Material Requirements module to pinpoint production component shortages (March 2013) PDF · 124 KB Pinpointing shortages Supporting source
PULSE Dashboard & Reporting Software — Fundamentals Training Handout (June 2023) PDF · 266 KB Pulse Dashboard fundamentals Primary source
PULSE Dashboard Inventory Optimization module (September 2025) PDF · 611 KB Inventory Optimization Primary source
PULSE Dashboard Supply Chain module — selected screenshots (January 2025) PDF · 437 KB Inventory Optimization Superseded revision
PULSE Designer module (February 2024) PDF · 244 KB Designer Supporting source
PULSE Executive module (August 2023) PDF · 466 KB Executive Supporting source
PULSE Financial Control module (August 2023) PDF · 199 KB Financial Control Supporting source
PULSE Inventory ABC Class Generator (August 2023) PDF · 189 KB Inventory ABC Class Generator Primary source
PULSE Inventory Control module (August 2023) PDF · 661 KB Inventory Supporting source
PULSE InventoryPRO (February 2020) PDF · 372 KB Inventory Superseded revision
PULSE InventoryPRO for improved inventory management (February 2022) PDF · 450 KB Inventory Supporting source
PULSE InventoryPRO for improved inventory management (February 2022, second copy) PDF · 450 KB Inventory Duplicate
PULSE Material Requirements Planning module (August 2023) PDF · 463 KB Material Requirements (MRP) Supporting source
PULSE Production Control module (August 2023) PDF · 725 KB Production Supporting source
PULSE Production Labor (October 2020) PDF · 186 KB Shop floor labor reports Duplicate
PULSE Purchase Order Generator (August 2023) PDF · 206 KB Purchase Order Generator Primary source
PULSE Quality Packing Module (March 2016) PDF · 121 KB Quality Packing Primary source
PULSE Recalculate reorder levels, order up to levels, safety stock & vendor lead times (May 2022) PDF · 209 KB Recalculating replenishment levels Primary source
PULSE SMART Cash Flow Forecast overview (April 2020) PDF · 117 KB SMART Cash Flow Forecast Primary source
PULSE Sales & Marketing module (December 2018) PDF · 301 KB Sales & Marketing Supporting source
PULSE Serial/Lot Traceability & Recall Tracking (July 2020) PDF · 233 KB Serial / Lot Traceability & Recall Tracking Primary source
PULSE Single & Multi-Level Bill of Material Enhancement (August 2023) PDF · 255 KB Single & Multi-Level Bills of Material Primary source
PULSE reports to help you better manage your shop floor activities (August 2023) PDF · 306 KB Shop floor labor reports Primary source
PULSE sample reports for analyzing shop floor labor hours (October 2020) PDF · 186 KB Shop floor labor reports Supporting source

Pulse Archive

Document Format Used for
Instructions for installing and running the complimentary PULSE Archive Standalone report (April 2025) PDF · 170 KB Running the standalone Archive report Primary source
PULSE Archive fact sheet (August 2024) PDF · 239 KB Pulse Archive Supporting source

Pulse Utilities

Document Format Used for
Macola® Sales Forecast Import/Export Utility user guide (October 2023) PDF · 241 KB Sales Forecast Import/Export utility Primary source
PULSE ACH Payment Processing for Macola® Progression (July 2025) PDF · 168 KB Utilities Reference · Setting up electronic funds transfer Supporting source
PULSE Accounts Payable invoice import (March 2025) PDF · 165 KB Utilities Reference Supporting source
PULSE All-In-One Master File Import-Export (January 2023) PDF · 194 KB Utilities Reference Supporting source
PULSE Bill of Material import-export (November 2022) PDF · 132 KB Utilities Reference Supporting source
PULSE Customer price code file import-export (June 2022) PDF · 112 KB Utilities Reference Supporting source
PULSE General Ledger Journal Entry Import (November 2025) PDF · 142 KB Utilities Reference · Importing G/L transactions Supporting source
PULSE General ledger budget import-export (February 2023) PDF · 115 KB Utilities Reference Supporting source
PULSE Inventory Monthly Snapshot (March 2021) PDF · 173 KB Utilities Reference Supporting source
PULSE Item master & item-location file import-export (August 2023) PDF · 114 KB Utilities Reference Supporting source
PULSE Positive Pay extract software (August 2023) PDF · 122 KB Utilities Reference · Creating the Positive Pay extract file Supporting source
PULSE Production Order Processing order import (November 2022) PDF · 207 KB Utilities Reference Supporting source
PULSE Production tracking utility (April 2020) PDF · 121 KB Utilities Reference Supporting source
PULSE Real-Time Available-To-Ship for customer orders (August 2023) PDF · 232 KB Utilities Reference Supporting source
PULSE Sales forecast import into MRP or Master Scheduling fact sheet (June 2022) PDF · 138 KB Sales Forecast Import/Export utility · Utilities Reference Supporting source

Other products

Document Format Used for
PULSE Lockbox — Customer Payments Processing (January 2026) PDF · 285 KB Pulse Lockbox Supporting source
PULSE SystemPRO fact sheet (January 2022) PDF · 592 KB Pulse SystemPRO Supporting source
PULSE Web Portal — Purchase Order Management (January 2022) PDF · 172 KB Pulse PO Manager Supporting source
PULSE Web Portal — Sales Order (January 2022) PDF · 231 KB Pulse Sales Order Web Portal Supporting source
PULSE eCommerce / EDI Integration fact sheet (December 2024) PDF · 200 KB Pulse eCommerce Supporting source
PULSE for Amazon Integration fact sheet (February 2021) PDF · 163 KB Pulse eCommerce Supporting source

Consulting & services

Document Format Used for
Intro to Leahy Consulting Products & Services (October 2018) PowerPoint · 875 KB Consulting & Services Archived, not published
Leahy Consulting Business Processing Assessment sample questions (draft, August 2024) Word · 32 KB Business Process Assessment Primary source
Leahy Consulting — PULSE software products for boosting automation and profits (March 2025) PDF · 182 KB Products overview Supporting source
Leahy Consulting — Software products for making better use of your Macola® investment (February 2023) PDF · 182 KB Products overview Superseded revision
PULSE Family of Software 2-page flyer (April 2017) PDF · 627 KB Products overview Superseded revision
PULSE Family of Software Products (January 2025) PDF · 182 KB Products overview Supporting source
PULSE Family of software tri-fold (March 2020) PDF · 1.0 MB Products overview Superseded revision

Support & contact

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