Dashboards are one of the essential usability features in Acumatica. Dashboards give visibility and quick & easy access to important business information to employees across different roles in the organization—i.e., financial, sales, purchasing, operations, customer service etc. Prior to version 2021 R1, dashboards were delivered as a blank canvas. Thus, in order to use the dashboard it would require the employee, application admin or implementation specialist to build out and customize a dashboard. Beginning with the 2021 R1 release, Acumatica now includes an already predefined dashboard for financial personnel. These dashboards are available for:
• AR Clerk focusing on customer management sales and credit.
• AP Clerk focusing on vendor management and payments.
• Controller focusing on financial management and control.
Controller Dashboard:
AP Clerk Dashboard:
AR Clerk Dashboard: