Description
Boost your efficiency in Acumatica Cloud ERP with this hands-on session full of practical tips, hidden features, and powerful productivity shortcuts every user should know. Whether you work in accounting, operations, sales, purchasing, or administration, this tutorial walks you through real-world time-savers that help teams work faster and smarter in Acumatica.
In this video, you’ll learn how to customize your Acumatica workspace for maximum efficiency—starting with embedded website widgets that let you access vendor portals, customer sites, currency rates, or any external webpage directly from your dashboard. See how to personalize each company’s color theme to avoid confusion in multi-entity or test environments, and discover advanced grid customization techniques including column rearranging, hiding fields, filtering, sorting, and saving personalized layouts that don’t impact other users.
You’ll also learn how to build custom filtered tabs (like Open Documents, Credit Memos, Checks, FedWire, and more) that act like smart shortcuts—allowing you to instantly retrieve critical data without repeatedly setting filters. We also cover powerful but often overlooked tools like copy-and-paste document creation for long sales orders or purchase orders, and reusable template orders to streamline repeat transactions.
Whether you’re an Acumatica beginner or a seasoned user, these workflow enhancements can shave hours off your daily tasks and dramatically improve team productivity.
Watch now to master Acumatica tips and tricks that will help you navigate screens faster, organize data more effectively, and customize your ERP to match your business needs.
