Acumatica Tips and Tricks

Acumatica Tips and Tricks - New in Acumatica Bank Feeds

Acumatica Tips and Tricks - New in Acumatica Bank Feeds

Bank Feeds connect your financial institution accounts to Acumatica and automatically import transactions in real-time. This eliminates the need to manually download and import QBO, OFX, or CSV files. Bank Feeds also support secure connections and multi-factor authentication through Plaid, the industry-leading connection platform used by thousands of financial institutions and businesses globally.

Workflows in Acumatica Cloud ERP

Workflows in Acumatica Cloud ERP

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.