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Elevate Your Acumatica Experience with Practical UI & Workflow Improvements

In this edition of Unlock the Power of Your MYOB Acumatica, we focused on the small but powerful features that many users overlook.

Our consultants walked through practical navigation tips, UI shortcuts, dashboards, generic inquiries, and pivot capabilities that can make day-to-day work in MYOB Acumatica faster and more efficient.

Rather than introducing new modules, this session highlighted how to better use the functionality already available in your system.

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Key Takeaways from the Webinar

In this live session, we explored how small adjustments inside MYOB Acumatica can significantly improve usability and efficiency. Some of the highlights include:

Global Search & Navigation
Learn how to find screens, transactions, and records quickly without clicking through multiple menu layers.

Workspaces & UI Customisation
Understand how to pin, unpin, and organise workspaces to reduce clutter and improve focus.

Dashboards & Widgets
See how dashboards are built from inquiries and how to drag and drop widgets to create meaningful real-time visibility.

Generic Inquiries & Pivot Tables
Discover how to convert inquiries into pivot-style views without exporting to Excel.

Data Visibility & Accuracy
Understand how dashboards pull data and how to troubleshoot when numbers don’t look right.

During the session, we also encouraged live questions from attendees to address real-world scenarios and “I wish Acumatica could do this” situations.

Why This Matters

Many MYOB Acumatica users rely on the system daily but only use a portion of its capability.

Often, inefficiencies are not caused by system limitations, but by not knowing where features are located or how they are configured.

By improving navigation, understanding dashboards, and using built-in reporting tools more effectively, teams can:

  • Reduce unnecessary clicks

  • Improve reporting speed

  • Gain clearer operational visibility

  • Make better decisions with real-time data

  • Work more confidently within the system

Need Help Getting More from MYOB Acumatica?

If your team feels like MYOB Acumatica should be easier to use, or if you’re unsure whether you’re getting the full value from your ERP, we can help.

Our consultants work with clients every day to improve system configuration, reporting, workflows, and usability.

Contact us to discuss your MYOB Acumatica setup and how we can help you get more from your ERP.

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Your Seat is Reserved for the TRAILD Webinar

We’re excited to have you join us for the upcoming webinar on “Streamlining, Automating, and Protecting Your Accounts Payable with TRAILD”. 
 
The webinar is scheduled for August 18, 2023, from 10am to 11am Perth Time. 

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You will receive a confirmation email shortly with the webinar details and a calendar invite. Please check your spam folder if you don’t see it in your inbox. 
 
If you can’t attend live, don’t worry! We’ll send a recorded version of the webinar to your email once it’s available. 

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If you have any questions before the webinar,
feel free to reach out to us at:

admin@alphabiz.com.au

We look forward to seeing you at the webinar!

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Your Seat is Reserved for the Webinar

We’re excited to have you join us for the upcoming webinar on “Prepare for Mandatory Two-Factor Authentication: Essential Webinar for MYOB Acumatica Users”. 

The webinar is scheduled for
22 August 2024, from 10:00 am to 10:45 am AWST

Keep an eye on your inbox for the confirmation email, which includes all the details you’ll need to join the session. If you can’t attend the live event, no worries—we’ll send you a recording afterward.

Questions?

If you have any questions before the webinar,
feel free to reach out to us at:

admin@alphabiz.com.au

We look forward to seeing you at the webinar!

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