Ideas for Acumatica

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Complete approvals from email in one click

Business Scenario: People want to approve or reject documents from directly inside email. The email would contain basic information about the document which allows the person to make a decision. If more information is needed, the approver would click a link to open the complete document.

Today's Solution: Currently the Acumatica application enables you do this, but requires you first to login to Acumatica and then click approve on the document. The login process can be simplified via single sign on.

Solution Example: This solution was demonstrated at the Acumatica 2019 Summit (see https://acumatica.wistia.com/medias/jywvlmhat5, 01:03:45 - 01:05:10) using Microsoft Adaptive Cards.

  • Douglas Johnson
  • Jul 2 2019
  • Gathering Feedback
  • Attach files