I was on a certification training webinar with Acumatica recently, and during the meeting, the Acumatica team showed a shortcut trick that I think everyone in our community needs to know about. It’s possible that you already do, but if not, it is worth the few minutes to read. Acumatica has built many amazing inquiry … Read more
Business Events are a great way to send notifications to users in Acumatica, when data changes, or events occur. You can now also attach a report to the email notification. The example below is to notify the purchasing manager when a PO is received. It sends an email to this user, and it also attaches … Read more
Acumatica 2019 R2 was released in September, 2019 and included more than 100 improvements, enhancements, and new features. The release notes are extensive covering additions in the platform, usability, financial management, project accounting, inventory and order management, construction, field service, and manufacturing. Many of these new features were developed by user requests, to make Acumatica … Read more
I know you probably love reading all the release notes for the new versions of Acumatica, but I’ll save you some time and give you the cliff notes. Here is a list and screen shot of the new financial features in Acumatica 2020 R1. Banking Payables Receivables Fixed Assets Taxes Banking Validate External Transactions Form … Read more
Now that we are all working remotely, we need new ways to get our job done and collaborate with our teams. This often means using our ERP solution more effectively. Today we will review the Pre-Release functionality in Acumatica Accounts Payable and how it’s used for quick AP Bill Payment. The Acumatica Accounts Payables module … Read more
During these unique and challenging times, I’ve been talking with clients on how planning is more important today than ever before, so you can be prepared. One of the topics of questions is upgrading. I had a client ask me “Why is it important to upgrade?” My first response was, “Don’t you want to protect … Read more
While all companies have their own internal accounting month-end procedures to follow (and still should), here are some month-end processes that are important to complete each month in Acumatica. Batches from all modules should be reviewed and released/posted that are still unreleased. Recurring entries for that period should be generated and released/posted. All journal entries … Read more
Do you have inventory items you do not stock? Using a drop-ship PO to have the vendor fulfill the sales order is a common and seamless process with Acumatica. In most cases, the drop-ship sales process is completed when the customer receives the items from the vendor and the corresponding AP and AR documents are … Read more
Whether directly or indirectly, every business is a global business. Somewhere in the supply chain—from your suppliers’ suppliers to the customers of your customers—you’re part of the global business environment. Though this means increased risk, it also means increased opportunity. New customers, better prices, and lower shipping costs, the global marketplace has opened you up … Read more
If you’ve built your business from the ground up, it’s likely you started with accounting software—odds are, you started with QuickBooks. Most businesses do. However, there comes a point when QuickBooks no longer keeps up with your growing business, and you may hear that your next step is enterprise resource planning (ERP) software. There is … Read more
So many things go into building a powerful ERP solution. Security, user experience, functionality, and more make up the many reasons that a company opts to use such a solution. However, it goes much further than that, according to a recent report from Technology Evaluation Centers. This report, Enterprise Resource Planning Solutions: How to Get … Read more
When you purchase from a supplier, they expect to be paid accurately, reliably, and in a timely manner. Driven in part by supplier demands and expectations, many organizations are looking for opportunities to automate their processes. While automation delivers a wide range of benefits, enhancing speed of payment and reducing the likelihood that exceptions and … Read more
Features and benefits. Functionality and usability. Innovation and ability to execute. It’s so easy to look at software, company financial statements, and analyst reports to answer a variety of questions. These reports are out there to help you understand whether a vendor can provide what you need, whether or not the vendor is financially solvent … Read more
Change is hard. Shocking, right? Say you’re trying to get healthy. You go out and buy workout gear, get excited about your future self, and you make it to the gym for a day. You wake up the next morning sore—barely able to make it up the stairs—but are still willing to push through. A … Read more
It’s hard enough to manage a sales staff. It’s on the sales manager to set quotas, deal with egos, track results, enforce policies, coach reps, and lay the groundwork for success. But even when things are working out well, you still have more work on your plate. Something we discussed in a recent blog, it … Read more
In today’s blog post we are going to explore some of the capabilities of Azure working together with Acumatica to provide an easy to use and secure way to log into Acumatica. You can use Azure Active Directory (Azure AD) as your identity provider for single sign on into Acumatica. But beyond that, we are … Read more
Construction is an interesting and diverse industry. It’s also an extremely competitive one that both drives and relies heavily on a strong economy. While construction companies still do work in bear markets, those who get the most work and turn the most profit are also the ones who are able to deliver the most value … Read more
In today’s business world, it pays to be in the know—and it pays to be in the know now. Any delay in reporting is money going down the drain, any time spent compiling these reports is time that your staff could be spending helping the rest of your business, and any time these reports have … Read more
In the words of twentieth-century journalist, satirist, and writer of aphorisms H.L. Mencken: “strike an average between what a woman thinks of her husband a month before she marries him and what she thinks of him a year afterward, and you will have the truth about him.” One could say something similar about their business … Read more
In the wake of Acumatica Summit 2020 and on the precipice of the release of Acumatica 2020 R1, our team is looking forward and planning our year accordingly. Each new release provides us with a slate of new features to learn, so that we are best equipped to help YOU. So be sure to subscribe … Read more
With the cold weather, short days, and snowy weather in the forecast, it’s officially slow season for the construction industry. Though we’re only a month or so from seeing business ramp up, you’re probably getting a bit stir crazy waiting for this to happen. We get it. However, you shouldn’t be letting this time go … Read more
It’s awards season—a time when everyone turns on the television to see if their favorite movie, television show, album, or musical took home the big prize for successes in the past year. While we can’t say whether Once Upon a Time in Hollywood or Joker will take home the prize for best picture, we can … Read more
Acumatica is such a powerful, user-friendly platform in part because it’s so customizable for every customer’s unique needs. Whether it’s out-of-the-box functionality that just need small tweaks from experienced developers or any number of external add-on products. One of those add-on products that we recommend, and that our customers use frequently, is ShipEngine. ShipEngine allows … Read more
I’m writing this with the Day 1 Keynote music still ringing in my ears. Wow – what a presentation. Acumatica 2020 R1 is going to have a lot of exciting new features (as always) but this felt special in some way. Maybe it’s because this is the first Summit since EQT Partners acquired Acumatica in … Read more