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acumatica 2021 r1 new financial dashboardsDashboards 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: 

acumatica 2021 r1 new financial dashboards 1

 

acumatica 2021 r1 new financial dashboards 2 Controller

 

AP Clerk Dashboard: 

acumatica 2021 r1 new financial dashboards AP

 

AR Clerk Dashboard: 

acumatica 2021 r1 new financial dashboards AR