Click on the star to make it yellow and it is added to your favorites, unclick on the star to clear from your favorites. It is simply that easyto manage.
I am starting with export because I create a template from the export file in the transaction detail if I have several “like” records to enter but the transaction description needs to be customized. I can save that same export, customize the descriptions, and import the file for a new record with a click of my mouse.
Customization of email formatting with a predefined text that is included in all email and signature. Having the simple template is a time saver when sending out repetitive information daily.
Being able to copy a transaction like a monthly AP (accounts payable) or AR (accounts receivable) saves so much time.
Scanning and attaching backup records to a transaction. Before Acumatica, record retention caused mountains of saved pieces of paper that required searching through file cabinet after file cabinet and hope that the document has been filed it the correct location. Attaching the backup documents to the transaction minimizes the need for paper file and saves cost on storage. The best part is knowing you’ll find the back up document with a click on a paperclip icon or a file link.
We have been leveraging Acumatica as our internal system to track service tickets (or cases) for a couple of years now. We connected Acumatica to our website, so each ticket that comes in from the CS3 sight automatically notifies me that a client is in need. I then review the request, solve it if possible, or forward to one of our subject matter experts.
The arrival of Adalie, my granddaughter, who is now 5 months old and big brother Arthur, age almost 6 years old, are the apple of this Nana’s eye.
May 25, 2023
Get a better understanding of sub-reports and learn how to get totals for labor costs and variable costs. Unlock insights into managing your reports today!
May 24, 2023
Manufacturing software IS NOT just a tool that provides functionality to plan and execute projects from beginning to end while automating materials planning, production tracking and scheduling, and product lifecycle management. Software should never be a "department tool", rather a ecosystem tool.
May 12, 2023
Improve your business management using Acumatica features such as allocations, advances, security, and customized reporting. Learn from an ERP Consultant and former controller how to achieve modern payroll tax compliance and timely decision-making.
April 26, 2023
Discover how technology is causing high turnover rates in accounting positions. Learn about the importance of technology in accounting job satisfaction. Also, how sales professionals can communicate the value of technology solutions to improve their clients’ job happiness.