Acumatica Implementation Vancouver
For consulting engineering businesses, fast invoicing is a key performance indicator for management. The capability for fast invoicing relies on time and expense entry by staff and approval workflows for managers. Central Nervous Systems’ cloud ERP for consulting engineers solution has both of these features, making fast invoicing a reality.
In Acumatica you can automatically assign records (such as leads and cases) to users for distribution or further processing. Also, if the Approval Workflow feature is enabled you can use approval maps to assign documents (such as cash transactions, expense claims, time cards, and purchase orders) to authorized employees for approval.
Acumatica CRM offers many useful and practical features. In my last blogpost I discussed setting up Outlook Integration to allow those users who spend a lot of time in their mailboxes to get two-directional data flow with Acumatica. In this blogpost, I’ll explore another CRM feature in Case Management.
