The release of Acumatica 2019 R2 means even more opportunities to increase productivity and accelerate growth. Improvements to the software (of which there are over 100), aim to make the cloud ERP system more user-friendly. Its latest upgrades are based on feedback from customers, developers and partners. There’s a cool roadshow for the new release hitting selected American cities in October. They cover the following aspects of Acumatica 2019 R2:

Platform

Worldwide SMS Support is now available, enabling users to be updated on business events via mobile text notifications. Conveniently, the recipient’s device doesn’t need the Acumatica mobile app installed. Other platform upgrades include enhancements to contract-based APIs, so developers can obtain multiple detail lines in a single request, while integration with HubSpot enables real-time syncing.

With the Pivot Table Widget, pivot tables can now be displayed on dashboards. Users can quickly summarize large quantities of data when creating reports. Also, lines, columns and dashboards can be highlighted for faster identification of relevant data. Users can highlight desired items via the customization feature on the Generic Inquiry screen.

Usability

Predefined roles are available to financial users, allowing them to quickly access system functions. Other enhancements to usability in Acumatica 2019 R2 include:

  • Autogenerating of expense report receipts directly from images
  • User-defined field enhancements for mobile devices
  • Conditional formatting to adapt the style of dashboard rows or columns (supports formulas)
  • Selection of a company/branch in a single click
  • Sorting and filtering of file attachments in a table/entity

Financial Management

Acumatica 2019 R2 now allows Application of Payments to Particular Lines of Accounts Payable Documents. Users can assign a partial payment to an entire AP document or individual lines within the document. Payment assignments can be performed in various proportions as well. The system also supports the ability to track retainage by document.

Users can now approve AR invoices, credit memos and debit memos within the software. The Accrual of the Costs of Non-Stock Items function enables revenue and expenses to be posted to non-stock items. Calculating the approximate net income of these items is therefore more straightforward. Acumatica’s new software applications also include corporate credit card support and reconciliation.

Project Accounting

Detail Level of the Project Budget options include task, task and item and task and cost code. Data here can now be updated at the summary and detailed levels. Users can also receive warnings when a saved document exceeds the budget, while the system can forecast project budgets by period, allowing the comparison of actual costs/incomes with budget amounts previously forecasted or revised. Two-Tier Change Management has also been added. Multiple change requests can now be grouped, with markups, into a single change order.

Inventory and Order Management

Buyers can now review item prices and select/change vendors from the purchase orders screen. Acumatica also allows direct sales order invoices to be linked with external point-of-sale systems while customer orders are automatically validated in the system. The prepayment system has been enhanced to allow one or more prepayment requests to be added to purchase orders (which can be added to prepayment documents). A Warehouse Management System and international shipping options have been integrated as well.

To learn more about Acumatica 2019 R2, register for a roadshow event near you or request a demo today!

Additional Acumatica Resources

Moving from QuickBooks to Acumatica

Better Financial Reporting with Acumatica

Understanding Acumatica Pricing

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