- 00:09
Introduction to tips and tricks for using Acumatica ERP more efficiently.
- 00:51
Explains how to create an embedded link in the Acumatica dashboard.
- 03:24
Demonstrates rearranging columns and customizing grid views in Acumatica.
- 08:41
How to create exceptional tabs for filtering invoices in different ways.
- 13:15
Showcasing the drag and drop document feature within Acumatica.
- 15:31
Downloading reports from Acumatica to Excel and setting up refreshable reports.
- 19:05
Addresses closing months and setting transaction dates in Acumatica.
- 26:50
Introduction of the new DAC schema browser feature in Acumatica.
- 35:53
Q&A session addressing users' inquiries on Acumatica functionalities.
- 42:21
Closing remarks and feedback gathering from attendees.
Tips and Tricks for using Acumatica More Efficiently
Summary
The video titled "Tips and Tricks for using Acumatica More Efficiently" consists of an extended webinar presentation aimed at showcasing various tips and tricks for optimizing the use of Acumatica ERP software. Although it covers numerous features, it lacks depth and innovation, primarily offering basic and redundant guidance over a lengthy duration.
