ERP Today Live! with John Case
In early August, Acumatica CEO John Case interviewed with ERP Today Live! to discuss his first six months with Acumatica, the state of the company, and how Acumatica is progressing. […]
Acumatica 2022 R1 New Feature: Improvements to Project Quoting
In the new release of Acumatica 2022 R1, the system has enhanced the project quoting functionality. The steps to create a project quote have been minimized and users now have the availability to create quotes for multiple related customers. The Projects Quotes (PM304500) screen has been enhanced for a better experience.
New Feature for Finance Improvements to Recognition of AP Documents
In the latest release of Acumatica 2022 R1, there have been several updates to the recognition of AP documents including resubmitting, searching for a vendor, and mass processing.
Acumatica 2022 R1 Feature Review: Pro Forma Invoices
Acumatica 2022 R1 has been released and there are several new features to highlight for each edition of the project. To continue with the projects/construction edition, there are a few changes to note about the Pro Forma Invoices Form (PM307000). See the below screenshot and notes with information regarding the changes.
On this form, there are several new columns that have been added. Each of these columns are pulling data in from the Related Revenue Budget Line of the project on the Revenue Budget tab of the Projects Form (PM301000).
· Revised Budget Quantity: revised budget quantity of the line
· Actual Quantity: actual quantity of the line
· Previously Invoiced Quantity: the running total of the Quantity to Invoice column on this tab
· Quantity to Invoice: billing quantity
· UOM: Unit of measure for the project
· Unit Price: Unit price
· Progress Billing Base: Basis of project billing
Acumatica 2022 R1: Release Feature Overview
With the turn of a new year, Acumatica will be releasing new product features in its 2022R1 release. Acumatica’s new release is focused on working smart on the go, global capabilities, and leading the industry. Below is an overview of some of the features that will be included for the Acumatica platform and the mobile app:
Acumatica Summit 2022 Overview
We are finally back from the annual Acumatica Summit. Over 1,800 people were gathered at the Wynn Las Vegas to see how the world’s fastest growing cloud ERP system continues its advancement.
With Day 1 came a lot of emphasis on customers, growth, and agility. The keynote session with Acumatica CEO Jon Roskill focused on showing how Acumatica has an ecosystem mentality for its growth. This ecosystem includes developers, Independent Software Vendors (ISVs), Valued Acumatica Resellers (VARs), OEMs, and of course the customers and community. Also, it has three focuses: Integration, Extensibility, and Vertical Application.
There were also three announcements made:
– Acumatica is going after a new vertical with the implementation of a Property Management Module.
– Acumatica Document Cloud will make the integration with Adobe that much smoother.
– Autodesk integration with model viewer embedded into Acumatica.
Acumatica is focused on aligning with customer needs, the democratization of tech, innovation, and growth. Jon Roskill left us with a final statement, “Thank you for trusting Acumatica.”
On day 2 we were formally introduced to Acumatica 2022 R1. Presenters started strong talking about community focus and emphasizing once more about how the customers are what makes this product what it is. They listen to what they want, and they work on building solutions that will work for the customers.
2022 R1 focuses on 3 main ideas: Working smarter on the go, unlocking global markets, and going broader and deeper with industry-leading capabilities. Some of the integrations in R1 include UiPath Connectors, where customers can easily automate repetitive tasks. Another integration is an Amazon Connector integration for those who sell on Amazon.
Acumatica focuses on enhancing the user experience and making sure they are always staying current in a fast-paced technology world. With updates to its mobile app, machine learning, and artificial intelligence, Acumatica is proving its dedication to its customers.
Summit 2023 was announced towards the end of the Day 2 keynote. We hope to see you next year at the Wynn in Las Vegas from January 29 to February 3rd! There is so much more to talk about, to hear more about Summit and new things coming to Acumatica, email info@polaris-business.com and we can give you a more in-depth breakdown.
Dynamics SL CU7 Now Available
Just in time for the Holidays, Microsoft released some news for us. Every time the year is close to an end, we wait for those Year End Updates or anything else they might be releasing. Just last week, Microsoft came out with Dynamics SL CU7. There isn’t too much to unpack, but let’s get into it.
This update focused more on the 1099-NEC Form, as well as the 1099-MISC Form. The 1099-NEC or Non-Employee Compensation has been updated to support the IRS 2021 tax reporting formats. The same goes for the 1099-MISC (03.740.00) Form. The new 1099 Forms can be printed through the 1099 Forms Report.
In addition, some minor fixes have been included in CU7, however, support for Windows 2011 is still not included. If you have any questions about these updates, either fill out the form below or reach out to info@polaris-business.com.
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Acumatica 2021 R2 New Feature Review: Business Events and Notification Templates for CRM
New CRM Business Events have been delivered with Acumatica 2021 R2 that can alert users to changes in leads, contacts, accounts, or cases. These pre-defined templates in business events and notification templates mean you would not need to have a user with customizer rights to create them from scratch.
Now a System Administrator can simply activate the business event by checking the “Active” check box on the Business Events (SM302050) form. Email notifications have also been created and the related emails could include one record or multiple reports.
Some notifications will be sent on record change and some will be sent by a schedule. A system administrator will still need to create the schedule to turn on those Business Events.
Notifications can also be sent to a mobile device assuming the appropriate license is activated in Acumatica and the user is accepting Push Notifications.
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Acumatica 2021 R2 New Feature Review: Visibility of Project Transactions
With Acumatica 2021 R2 we can now limit the visibility of certain account groups to a group of users. This means we can limit users’ ability to drill down into a labor account group so they can’t see other employees’ hourly rates and wages. Other users may have different rights that would allow them to drill down and see this information.
Acumatica 2021 R2 Overview
Last week Acumatica had its launch event for 2021 R2. This is the second software update in their biannual product update. Here are some key features: