Acumatica Pro Tip: Tame Document Overload with Acumatica File Management Tools

Many modern ERPs let you attach files to your records. This is a useful feature when keeping track of important internal or customer documents, like invoices, receipts, purchase orders, etc. The only problem is, if you have many people working on the same file and they upload a new version each time they make even the slightest change, it quickly becomes difficult to tell which copy is most up to date.

Acumatica understands this is an issue for many of its users. That’s why Acumatica ERP file management system allows you to save different versions of a file with unique version numbers and notes. That way, anyone looking at a record can quickly tell what changes someone made to each and when.  If you’ve ever used SharePoint and are familiar with how it keeps track of the various versions of each document in its library, Acumatica is similar.

Want to see Acumatica file management features in an action for yourself?

Here’s a 4-minute tutorial that walks you through the basic file management features in Acumatica. In it, you will learn how to upload a file, edit that file’s details, upload a new version, download the latest version, and delete file attachments.
 

Go ahead, try it for yourself!

As you can see, Acumatica file management features make it a snap to keep all your most important documents in one place. Finally, you and your coworkers can have a single version of the truth to work from. No more wondering which documents are out of date or need updating. I’m sure we’ve all wasted precious time scanning seemingly endless email strings looking for the reply with the latest copy of a file. With Acumatica, this frustration finally ends, and you can focus on getting your work done rather than preparing to do it.

Want more quick Acumatica user tips like this one? Visit our other Acumatica Pro tips blog posts. If there is something you’d like to see us cover in a future blog, shoot us an email. We are always open to suggestions.