Getting Started with Acumatica: How to Manage Your Working Environment

Posted by Shadi McFadden Tyson on Oct 28, 2021 12:00:00 PM

Personalization in Acumatica is simple and easy®. Any user can make changes so that the data being presented is what’s most important to their role and workflow. We’ll walk you through the basics of managing your working environment in Acumatica so that you can focus on tasks that move the needle in your business.

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Topics: Acumatica Tips & Tricks, New User Toolkit

How to Automate Text and Email Notifications in Acumatica

Posted by Shadi McFadden Tyson on Apr 8, 2021 11:00:00 AM

Notification templates in Acumatica provide a seamless way to keep communication effective, clear, and continuous.

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Topics: Acumatica Tips & Tricks, Productivity, New User Toolkit

3 Simple Tools to Minimize User Resistance with ERP Software

Posted by Shadi McFadden Tyson on Jan 21, 2021 10:30:00 AM

Nothing throws a wrench into your productivity like a new business process.

The truth is: new processes are a necessary part of the journey for any growing business. “Old ways won’t open new doors,” and that’s the name of the game when it comes to scaling up. Still, that doesn’t make it any easier for your team that’s been using a different accounting system for nearly a decade.

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Topics: Acumatica Tips & Tricks, Implementation, New User Toolkit

How to Effortlessly Complete a Mass Record Update

Posted by Shadi McFadden Tyson on Aug 27, 2020 8:00:00 AM

People come and go – it’s a fact of life within any organization. There may be no hard feelings when one of your team members has decided to move on to their next chapter, but how hard is it to transfer their workload? Getting those new and existing opportunities assigned to a new owner is a top priority. After all, no one wants to leave leads just floating in the wind after a staffing change…

This is one of many scenarios where Acumatica’s mass update feature makes your work life much easier. In just a few steps, you can update multiple records and spend your time and effort where it really matters.

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Topics: Acumatica Tips & Tricks, Productivity