Acumatica Assistant-Acumatica ERP assistance tool.

Example

Assisting users in configuring modules such as financials, distribution, manufacturing, and project accounting.

Scenario

A user needs to set up accounting periods in Acumatica to align with their company's fiscal calendar. Acumatica Assistant provides detailed instructions on accessing the configuration screen, defining accounting periods, and verifying the setup to ensure accurate financial reporting.

Example

Helping users retrieve specific data, generate reports, and analyze information within Acumatica.

Scenario

An accounting manager wants to create a customized report to track sales performance by region and product category. Acumatica Assistant guides the user through the report designer tool, demonstrates how to select relevant data sources, design the report layout, and apply filters to extract actionable insights.

Example

Providing troubleshooting steps and solutions for common issues or errors encountered in Acumatica.

Scenario

A warehouse supervisor encounters an error while processing a shipment in Acumatica. Acumatica Assistant identifies the possible causes of the error, suggests corrective actions such as checking inventory quantities or verifying shipping settings, and recommends best practices to prevent similar issues in the future.

Example

Offering educational resources, tutorials, and best practices to enhance users' proficiency with Acumatica.

Scenario

A newly onboarded finance team member requires training on processing expense reports in Acumatica. Acumatica Assistant provides access to training videos, user manuals, and interactive simulations to familiarize the user with the expense management module and streamline their learning process.