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Integrated Document Management

Acumatica includes the ability to link documents directly to financial transactions, help files, input screens, and reports or organize them using a business wiki to simplify information sharing and reduce auditing costs.

What This Means for You

Create and share documents online

The business wiki enables you to create an unlimited number of secure internal web sites and web pages in order to publish and manage policy and procedure manuals, employee manuals, business plans, task lists, and other documents.

Improved document security

All wiki articles, documents, files and notes are subject to the same role based access controls that apply to transactional data.

Better information sharing

Share files in any digital format, including spreadsheets, pdf's, graphics, photos, and videos. Files are centrally stored and can be checked-in and checked-out according to access rights. When you upload a new version of a document, Acumatica maintains a complete file history.

Lower auditing costs

Auditors will spend less time looking for documents because they are attached to the financial transactions that they support. There is even an audit trail of changes to documents, wiki pages and files.

Attach files to transactions

Only Acumatica allows you to associate documents directy with your financial transactions.

Manage all of your content

Documents are only one aspect of Acumatica's content management capabilities.
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NEXT ADVANTAGE: Cost Effective



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