Accounting and finance pros, who work in Excel, would you like to get more done in less time? Meet Excel’s little known Swiss Army knife, the paste special feature can speed calculations, formatting and other tedious tasks. Once you discover all you can do with this tool, you’ll wonder how you got along without it for so long.
One of the most frustrating parts about collaborating on file is often keeping track of which version is most up to date. No one likes putting hard work into a file, only to find out their team members are already three steps ahead of them. See how Acumatica’s file management features put an end to these issues.
Tired of searching through endless menu options to find the windows you use most often? Set up your Acumatica favorites list to save yourself time and energy! Just like your favorite Internet browser, Acumatica offers a tool to help you store and easily access the windows that are most important to you. Learn how to set it up.
Much of accounting is repeatable work that can be automated. Acumatica makes this easy with its powerful copy and paste feature. Use it to create a new template from your existing records or documents. Once a template is set up, you have full control over the items it includes and can reuse it anytime.
One of the best features of Acumatica is its user-friendly design. For anyone familiar with spreadsheets, its grid interface should feel like home. But sometimes, you still may prefer to manipulate Acumatica data in Excel. Luckily, getting data out of Acumatica and into Excel is a snap. Try it for yourself with our interactive tutorial.
One of the best parts about using a modern ERP like Acumatica is finally having a single place to store all your most important business information. Use the document attach feature to save photos, invoices, anything you like and then link them to a relevant record. Finally, you’ll spend less time searching and more time getting things done.