How can Acumatica help me monitor and understand the health of my association? Acumatica will provide tailored dashboards and favorites to support you in making up-to-the-minute financials decisions such as current receivables, payables and cash needs.
What kind of training will be provided? SBN Finance Leads and Statewide Finance Leads stand ready to provide local, regional and system-wide trainings as needed during implementation and beyond. If you have specific data entry or management responsibilities in the Association, you will receive training for your roles within the software. A new ticketing helpdesk system has been implemented to provide support. For 24/7 support to facilitate your flexible working schedule, there are updated user manuals that address best practices for CCE as well has an integrated help feature within the software itself and a plethora of YouTube videos ;-).
Can I access the system if I’m not a financial person? Administrative and program staff can have roles to assist with data input of cash receipts and expenses, monitoring, and reporting based on security settings that limit the access of each user within the system. Based on Association needs, you may have access to Acumatica to submit or approve expenses based on your personalized security settings.
Can Acumatica eliminate third party or other systems? Acumatica is a cloud based solution that does not rely on local computer hosting servers to provide the necessary functionality. We will be accessing the system using a single-sign-on authentication. Any integrated software add-ons must comply with Acumatica’s certified vendor policies (Certified Acumatica Partners) including compatible upgrades and functionality.
Stay tuned for more…
