What Are Wikis in Acumatica?
Wikis in Acumatica serve as help topics or in-app guidance, designed to walk you through processes across various modules. They act as your personal knowledge base, ready to assist anytime you need help understanding a feature or workflow. The best part? They’re accessible in several easy ways.
Accessing Wikis from the Help Menu
To get started, head over to the top right-hand corner of your Acumatica interface and click the question mark (?) icon. At the bottom of that dropdown, you’ll see the Help Dashboard, which includes Acumatica’s educational resources.
Clicking the Help Dashboard will open up tiles organized by module—such as Accounts Payable, Accounts Receivable, and more. When you dive into one of these tiles, you’ll see step-by-step instructions for processing items within that specific module. It’s a great way to get answers without leaving your workflow.
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Editing Wikis (For Authorized Users Only)
See a pencil icon on the top toolbar? That means you have editing access (if you’ve been granted wiki author rights). This allows you to customize or update wikis based on internal processes. For example, you might add a note like, “Please contact Kimberly for process changes,” and then click save. From there, your edit becomes visible to all users—keeping everyone aligned.
In-Form Help
Acumatica also provides contextual help within each form. When you’re inside a form, click the question mark in the top-right corner again, and you’ll find a list of activities related to that specific form—plus helpful videos, related information, and references.
Even better, you can hover over individual fields, like “Due Date,” and click the tiny question mark next to them. This opens up a quick definition or guidance about what’s expected in that field—saving you from guesswork.
Why Wikis Matter
Acumatica’s wiki system is more than just documentation—it’s a smart, evolving support tool embedded right into your ERP. With customizable content, contextual insights, and centralized learning, wikis help teams stay efficient and informed.
So go ahead—explore the wikis, make them your own, and leverage Acumatica’s built-in guidance to its fullest potential. You’ll be running faster, smarter, and smoother in no time.
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Frequently Asked Questions (FAQs)
Acumatica is a cloud-based ERP system that centralizes accounting, inventory, sales, and customer data to help businesses run more efficiently.
Yes! Acumatica offers a full-featured mobile app that syncs in real time with the desktop version.
Absolutely. You can manage multiple companies under a single tenant, each with separate tax IDs or reporting structures.
Users can customize dashboards, rename workspace tabs, and pin frequently used tools for quicker access.
Yes, Acumatica's mobile interface includes help and documentation access as well.
It’s a powerful search bar that finds menus, transactions, help topics, and documents, just by typing a phrase or keyword.
Yes. Dashboards and permissions are role-based, so each user only sees what’s relevant to their job.
Not at all. You can view orders, submit expenses, request purchases, and more right from your phone.
Recent Records show your latest activity, while Favorite Records let you pin important pages for quick access.
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