Acumatica 2021 R1: New Dashboard Features

Posted on: April 10, 2021 | By: Minela Covic | Acumatica

Some of the new features on Acumatica 2021 R1 includes updates to the dashboards. This blog will highlight those new features.   Add a link to the dashboard Links navigate to any screen within Acumatica. In this example, users can create an AP Bill or run the AP Aging Report directly from the AP Clerk dashboard.   Display a KPI as a meter Now, there is the option of displaying...


Acumatica 2021 R1: Navigate to an External URL from a Generic Inquiry

Posted on: April 9, 2021 | By: Minela Covic | Acumatica

One of the new features on Acumatica 2021 R1 includes the ability to navigate to an external URL from a generic inquiry. For instance, say you want to store a vendor’s alternate ID on the stock item’s cross reference and have it navigate to the vendor's website: In this example the alternate ID is the item number from Amazon.com. Next, get the URL from Amazon.com: Go to the Generic Inquiry...


4 Reasons to Use Acumatica for Project Accounting Management

Posted on: April 8, 2021 | By: Josie Mah | Acumatica

In today's digital age, it is becoming increasingly important to have a modern, future-proof digital platform for your project accounting needs. Whether it is managing budgets, inventory, or billing, Acumatica has the advanced software needed to handle large-scale project data and create comprehensive business and financial reports. In this blog post, we will highlight 4 project accounting features that explain why your business should consider using Acumatica for project accounting...


How to Add Side Panels to Form Screens in Acumatica

Posted on: April 1, 2021 | By: Josie Mah | Acumatica

Previously, Acumatica users have faced difficulties in accessing relevant information during data entry and retrieval. For instance, when entering case information, Acumatica users needed to separately access supporting cases or customer information, which could be time-consuming and burdensome. Fortunately, in all versions of Acumatica since 2020 R1, users can add side panels to data entry screens. For instance, while working on a case, users can reference their side panel of...


How to Handle Shipping Charges in Acumatica

Posted on: March 15, 2021 | By: Josie Mah | Acumatica

Acumatica offers a variety of features for all branches of business operations, including shipping and freight management. Often, businesses need to send freight charges to customers. Typically, these charge notifications use a complicated formula based on the customer’s shipping location, the method of shipping, and other relevant factors. Fortunately, Acumatica’s modern features allow for flexibility and ease of use during the setup of shipping terms that will calculate the freight...


Processing Finance Charges in Acumatica

Posted on: March 1, 2021 | By: Josie Mah | Acumatica

Many customers use Acumatica to process credit card fees, PayPal fees, AR Factoring fees, and more. There are situations in which a user is processing AR payment application, and the processing center charges a fee. For instance, the customer has an invoice due of $1,000.00, and the check is sent and cleared through a processing center, giving a net amount of $980.00.  The difference of $20.00 is a fee that...


Acumatica Rated Highest in Customer Satisfaction by G2 Users

Posted on: February 9, 2021 | By: Josie Mah | Acumatica

G2, the largest tech platform for user-submitted objective software reviews, has published their Winter 2021 reports. In the Momentum Grid Report for ERP Systems, Acumatica ranked highest in Customer Satisfaction while also taking the #1 spot in eight Momentum, Usability, and Relationship reports in the Accounting, Distribution, ERP Systems, and Project-based ERP categories. G2's Momentum Grid assesses Customer Satisfaction scores using "Momentum" and "Satisfaction" scores via an algorithm that takes...


What to Expect at the Acumatica 2021 R1 Virtual Launch Event

Posted on: February 1, 2021 | By: Josie Mah | Acumatica

Acumatica has officially scheduled their 2021 R1 Virtual Launch Event for Thursday, February 18. At the event, users will see the new and improved Acumatica platform, which boasts technology advances and new features and integrations across Acumatica's Financials, Distribution, CRM, Payroll, Commerce, Construction, Field Service, and Manufacturing applications. In this blog post, we will highlight the key features of Acumatica 2021 R1 and provide information on how to register for...


How to Optimize Your Business Event Notifications with Acumatica 2020 R2

Posted on: January 12, 2021 | By: Josie Mah | Acumatica

In an increasingly digital economy, it is important that companies have the resources needed to efficiently handle their virtual and in-person business events. Often, companies face problems regarding their system's business events notifications, such as having two separate notifications for the same event, which interferes with the business' ability to track real-time data and optimize event scheduling. Fortunately, Acumatica's latest update, 2020 R2, provides a solution to this problem. Released...


Grow Your Construction Company with Acumatica Construction Edition

Posted on: January 6, 2021 | By: Josie Mah | Acumatica

Since its mid-2020 release, Acumatica 2020 R2 has helped a variety of businesses grow. This update included the latest updates for Acumatica Construction Edition, a cloud-based software that services contractors, subcontractors, home builders, and developers. Since its initial release in 2018, Acumatica Construction Edition has observed a >200% annual growth rate due to its innovative technologies and all-inclusive user licensing model that enables companies to more efficiently handle business operations....