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Setup your Acumatica Integration

Create Connected Application. The first step to getting your Acumatica integration connected is creating a connected application within Acumatica. Navigate and Login to your Acumatica instance. Searc…

Inspection Schedules - Add/Edit/View - Schedule Details

Suggested Prior Reading. Inspection Schedules - Overview and Accessing Inspection Schedules - Add Inspection Schedules - View/Edit Schedule Details. The Schedule Details section is where the Inspecti…

Invitation to Bid - Email Sent and Responses

Suggested Prior Reading. Bids - Overview and Accessing Add Bid Participant Bids - Select Participants Bidding - Send Project Message Invitation to Bid. The following is a sample of what the Invitatio…

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Help describing how to navigate and move around Job Planner

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