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Beyond the Basics: 20 Acumatica Features Worth Revisiting

PRESENTED BY
Cailee Hanson
Julia von der Horst
Revisit 20 practical capabilities – including Excel integration, universal search, scheduled processing, mobile approvals, notification templates, approval delegation, recurring transactions, document management, and more.

Key takeaways

  • Increase day-to-day productivity by learning practical features and shortcuts that simplify navigation, data entry, document management, and approvals.
  • Work more efficiently by leveraging built-in capabilities like scheduled processing, notifications, recurring transactions, mobile access, and Excel integration.
  • Get more value from your Acumatica investment by rediscovering features that improve user adoption and streamline everyday business processes – without requiring customization or additional software.

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