Acumatica offers a range of features designed to streamline business processes and boost productivity. These practical tips and tricks will help you unlock the full potential of Acumatica’s ERP system. Whether you’re managing data, customizing reports, or automating tasks, these insights will guide you in maximizing efficiency and ensuring you get the most from your investment in Acumatica. With practical solutions and advanced capabilities, you’ll find new ways to enhance your business operations and make informed decisions.

Let’s dive into the tips and discover how to work smarter with Acumatica.

Attachments Made Easy

You can easily attach documents like spreadsheets, inventory records, or pricing lists to system records by dragging and dropping them into the browser window. This simplifies the process of managing critical information.

Data Filters for Quick Access

Acumatica’s filter options help you quickly find specific data. Create customized filters at column or summary levels to locate and access your needed data promptly.

Customizable Reports

The Column Configuration tool allows you to add or remove columns from your reports, enabling flexibility and personalization. Thus, you can create reports that suit your business needs without additional technical complexity.

Automated Alerts and Business Event Automation

Acumatica’s Business Event feature allows you to automate routine processes by creating email alerts without complex programming. Set up automated notifications for due dates, warehouse alerts, or sales lead updates.

Automated Workflows and Approvals

Use Acumatica’s automation capabilities to set up workflows for standard business processes. Define approval rules for purchases, expenses, or time-off requests to reduce manual tasks.

Advanced Dashboard Customization

Create personalized dashboards with custom widgets, data visualizations, and KPIs. You can use OData connections to incorporate external data sources for a more comprehensive view of business performance.

Custom Queries with Generic Inquiries

Build custom queries to retrieve specific data without writing SQL. Generic inquiries allow you to extract tailored reports and export them to Excel or other formats for further analysis.

User-Defined Fields

Add user-defined fields to capture additional information in Acumatica’s records. This flexibility lets you track unique data points and adapt the system to your business processes.

Fully Customize Your Environment

With the new UI features enabled in the latest version of Acumatica 2024 R1, you can continue to customize your Acumatica screens.  With this functionality, you can change the widgets that are on each screen, and you can also edit the visible tabs.  Once you have customized the screen configuration, you can export the view and share it with others in your organization.

Advanced Security and Permissions

Implement granular security roles and permissions to ensure users have appropriate access. Use Acumatica’s audit trails to monitor user activity and maintain compliance.

Schedule Recurring Reports

Set up automated report scheduling to generate and send reports at specific intervals. This feature is useful for keeping stakeholders informed without manual intervention.

Customized User Dashboards for Departments

Tailor dashboards for different departments, such as finance, sales, or operations. This targeted approach allows users to focus on relevant data and metrics.

Leverage Acumatica’s Flexibility

Tailor Acumatica to your unique workflows by customizing screens, fields, and reports. Use Acumatica’s extensibility to adapt the system as your business evolves while maintaining a balance to avoid excessive complexity.

Maximize User Adoption

A comprehensive training plan with role-based sessions, hands-on workshops, and clear documentation will help ensure successful user adoption. Implement a change management strategy to overcome resistance and encourage user engagement.

Why Should You Implement These Tips and Best Practices?

These tips are valuable because they provide practical solutions to common operational challenges, allowing businesses to operate more efficiently. By implementing these tips, you can minimize manual tasks, improve data accuracy, enhance user adoption, and save time. Customizing the ERP system to meet specific business needs also results in greater flexibility and productivity. These tips ultimately help streamline workflows, enabling teams to focus on strategic initiatives and customer satisfaction rather than getting bogged down by repetitive tasks.

Acumatica in Action

Here is a real-world example of how a construction company can use these tips. Note this is one example; all of these tips and best practices are useful regardless of your edition of Acumatica.

A construction company experienced inefficiencies in managing project documentation. By implementing Acumatica’s drag-and-drop attachments, they significantly reduced the time spent locating and filing documents. This best practice allowed employees to quickly attach relevant spreadsheets, blueprints, and contracts to project records, streamlining access to crucial information and improving workflow efficiency1

Acumatica is proudly recognized as one of the best ERP software products by leading industry organizations, publications, and customers. See Acumatica’s recent awards and accolades.

In Closing

Acumatica is a robust and flexible ERP platform offering many features to boost productivity and streamline operations. The real power of Acumatica lies in its adaptability, enabling businesses to tailor it to their unique needs. By implementing the Acumatica Tips and Tricks outlined in this guide, you can ensure you’re using the system to its full potential.

Beyond initial setup and implementation, continuous improvement is key. To keep your ERP system efficient and relevant, regularly assess your workflows, conduct rigorous testing, and encourage user feedback. This ongoing effort ensures you can adapt to changes and stay ahead in a competitive market.

If you’re seeking additional insights or need help implementing Acumatica tips and tricks, Evron is here to help. As an Acumatica Gold Certified Partner, we have the expertise to guide you through every step, from system setup to advanced customization. Contact us today to learn more about how Evron can help you maximize your ERP investment.