Acumatica: Customizing Menus, Automation and Dashboards

Are you ready to use Acumatica more efficiently?

Your Cloud ERP’s regular updates deliver a constant stream of new features and functions to help you streamline your workday, every day – but it can be difficult to keep up with all the great new ways you can use your Acumatica system.

Fortunately, we’re here to help. Watch this 45-minute webinar to go over some of the many tips and tricks that can help you and your team use Acumatica more effectively.

Here is what you can expect to hear in the webinar:

Customizing Menus

  • Customizing workspaces to fit your business needs
  • Locking down all other menus with user roles

Automation and Dashboards

  • Customizing dashboards using widgets
  • Updating the dashboard with generic Inquiries
  • Automating emailed reports

Q&A

Watch Now

Want a written version?

Related Resources

Acumatica 2021 R1 release
General Business
Acumatica: Configuring Business Events in Acumatica
Read the Article
Professional Services efficiency
Digital TransformationGeneral Business
Operational Efficiency Strategies: A Comprehensive Guide to Streamline Operations & Maximize Profits
Read the Article