Ideas for Acumatica

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Business Account Visibility to All Transactions

From the Business Account there are blind spots in activity (AR Invoices, AR Payments, Field Service activity, Projects, Collections notes, past due status, Open Quotes, etc.).  While adding additional tabs for each of these objects is not ideal, it would be helpful to have a tab that shows a complete view of all activity with the ability to filter and group by Activity Types and/or Source Module or Screen.  It will also be important to provide the ability to secure these items and limit access according to customer requirements. Example: Users can see AR invoice but not AR Payments.

  • Joel Gress
  • Sep 9 2019
  • Shortlisted
CRM
  • Attach files