(336) 315-3935

Acumatica Pro Tip: Acumatica Mobile App Setup, a How to Guide

Tablet, smartphone and laptop on desk

Written by Laura Schomaker

January 2, 2020

A mobile app, once just a “nice to have” item on your Enterprise Resource Planning (ERP) wish list is now becoming a requirement for businesses that want to stay competitive. Today, more employees are working outside the office and customers expect fast and accurate service. An ERP mobile app is often one of the best ways to meet those challenges. But just because your ERP offers a mobile app, doesn’t necessarily mean it gives you access to the entire system in your pocket. Some ERP mobile apps only offer a limited set of features. Lucky for Acumatica users, the Acumatica ERP app don’t limit users. So, for anyone who wants to take advantage of the Acumatica mobile app, I’m here to show you how to get started. Let’s first discuss the key steps in the Acumatica mobile app setup process. And then, I will tell you about some of its most useful, unique features.

Acumatica Mobile App Setup: How It’s Done

The Acumatica mobile app is available for iOS and android. Setting up either one is quite straightforward. All it takes is a few simple steps. But before we begin, please note you must have an existing Acumatica license to use the app.

  1. Download the app free. Get the Acumatica cloud ERP android app from Google play. Or get the Acumatica iPhone app from the Apple App Store.
  2. Click the “Install” button on your mobile device.
  3. Once it’s installed, open the app.
  4. To connect the mobile app to your Acumatica software, enter the URL and name (optional) of your Acumatica site. For example, https://your.acumatica.site.com. Note: if both your Acumatica server and the mobile device are using the same local wireless network you can alternatively specify the URL in one of these two ways:
  • https://<Computer Name>/<Website Name>
  • https://<IP Address>/<Website Name>

5. Tap “Next.”

6. Enter your Acumatica username and password

7. Tap “Sign in.”

Now that you have the Acumatica mobile app installed and running, you’re probably wondering, “what can I do with it?” Great question! Since Acumatica is a true cloud ERP, you can access it via a browser on any device.

In fact, the Acumatica mobile app isn’t a requirement, all you really need is a web browser. But many users feel the mobile app makes doing certain tasks easier on a smaller screen. Another major benefit of the Acumatica mobile app is its smart use of your mobile device’s native features, which makes working on the go even easier.

A Few of Our Favorite Acumatica Mobile App Features

  • Using your camera to take a picture of your expense receipt to create an expense report.
  • Using voice dictation to make notes on a client’s record after a field services or sales meeting.
  • Capturing a client or vendor signature on a sales order or purchase order to move the sales or buying process forward fast.
  • Tracking your service staff members’ movement from appointment to appointment to see how efficiently you are using them.

Watch This Three- Minute Video to Learn More about These and Other Cool Features

Video Thumbnail

We hope you found these instructions useful. If you have questions, or need hands-on help with your Acumatica mobile app setup, please contact us.

If you’re not yet an Acumatica user, but you would like to learn more about the solution and whether it would be a good fit for your business, visit this webpage or call (336) 315-3935.

You May Also Like…

Is Your Financial Reporting Up to Par? Discover the Power of Acumatica

Is Your Financial Reporting Up to Par? Discover the Power of Acumatica

In the world of financial reporting, errors are the bunkers and incorrect data, the out-of-bounds markers. Every day, errors in financial reports can cost businesses up to $3 trillion, the GDP of the United Kingdom. Against these odds, meet Acumatica: your caddy in this high-stakes game and your new tactical approach to navigating the fairways of financial reporting.

read more
Scalability Unleashed: How Acumatica Grows with Your Business

Scalability Unleashed: How Acumatica Grows with Your Business

Businesses have changing needs at every stage of their growth. To meet these needs, they need software to scale up and down to meet the ever-changing demands. Scalability is the ability of business software to grow or shrink. Good software should handle an increased workload without incurring a huge financial impact.

read more
Vivid Reports On: Choosing The Right Financial Reporting Software Step-By-Step

Vivid Reports On: Choosing The Right Financial Reporting Software Step-By-Step

In the data-driven business landscape, financial reporting software is vital for streamlining processes, enhancing accuracy, and enabling informed decisions. Amidst a plethora of options, selecting the ideal financial reporting software can be daunting. Our guide offers valuable insights, aiding you in making an informed decision aligned with your business needs, ensuring optimal performance.

read more