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

Written by Christine McLaurin
Published on January 2, 2020

A mobile app, once just a “nice to have” item on your ERP wish list is now becoming a requirement for businesses that want to stay competitive. Today, more employees working outside the office and customers expect fast and accurate service. And, 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 mobile app is not one of those. 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

Setting up your Acumatica mobile app 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 free Acumatica mobile app from your favorite app store. Choose from the Apple App Store or Google play.
  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, 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>
  1. Tap “Next.”
  2. Enter your Acumatica username and password
  3. 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 and browser-based, it doesn’t limit you based on the device you’re using. 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 receipt to create an expense report.
  • Using voice dictation to make notes on a client’s record after a service or sales meeting.
  • Capturing a client or vendor signature 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

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.

Latest Articles

Related Articles

Acumatica Pro Tip: What Is Acumatica Open University and Why Should I Use It?

When you’re new to it, learning new software can be frustrating. But I have great news for Acumatica users. Acumatica Open University takes the stress out of the training process. Whether it’s your first day using the system or you’re a seasoned user looking to learn something new, Acumatica Open University has you covered.

Five Key Features to Look for in Your ERPs Project Accounting Module

Every business has a lot to consider when deciding which ERP to buy. However, project focused organizations have some unique needs that are best met by a system with a strong project accounting module. Learn why this piece is so critical to your success and which features you should definitely be looking for.

Top 10 Technology Blog Posts for 2019

With 2020 quickly approaching, we thought it’d be fun to look back at our top 10 technology blog posts for the past year. This year’s list is a great mixture of tips and tricks for current users of Acumatica and Microsoft software solutions, plus expert advice for people in the market for a new ERP.

Acumatica Pro Tip: Keys for a Successful Acumatica Year End Closing

With any accounting system, there are tasks you must do to close out each year. And while many of the general principles remain the same, each system is a bit different. So, last week we brought you our year end close guide for Dynamics GP users, and this week we bring you one for Acumatica users.

Five of Our Favorite Dynamics GP Year-end Close Tips

Between holiday parties, shopping for gifts, and closing your books for the year, accounting and finance professionals have a lot on their plate right now. But if you’re a Dynamics GP user, fear not. Our experts have collected five of their Dynamics GP year-end close tips and are eager to share them with you.

About the Author

Much of my career has been spent working in accounting roles for companies in the manufacturing and distribution industries. Over the last 15 years, I’ve used a variety of ERP solutions (Microsoft Dynamics GP, SAP, JD Edwards, Oracle and IFS) as either a power user, business analyst, tester and/or project manager. I am not only eager but happy to put the skills I gained to good use helping your company eliminate any “Pain Points” you might be experiencing with your Acumatica or Microsoft software. Whether you need implementation assistance, help with upgrades, general support or guidance on how to use your software to improve your processes, I and the rest of the team at Intelligent Technologies are at your service.


Submit a Comment

Your email address will not be published. Required fields are marked *