Acumatica Cloud ERP Software Version 2021 R2 Overview

Seamless Personalization

Acumatica takes ERP configuration and customization a step further with personalization. Personalization is all about relevancy—what’s meaningful to you as a growing mid-market business. Acumatica Cloud ERP personalization means adjusting our agile and robust software to the customer’s needs, by industry, role, and business requirements, tailoring it for the customer to achieve an individualized fit. This is evident in our most recent release, Acumatica 2021 R2.

Feature Benefits for Personalization:

• Reduce time spent finding actions and reports through a consolidated toolbar
• Accelerate the ability to act on data by providing a sorting option for dashboard tables
• Automate complex business processes without programming and react to data changes by creating tasks from business events
• Increase efficiency by triggering business events from the workflow engine
• Save time and boost productivity by predefining and automating administrative tasks and triggering notifications when key activities occur

Boost Growth with Best-in-Class Functionality

Financials is the heartbeat of every ERP system. Acumatica’s Financial Management software is designed for companies with complex requirements yet easy to use in smaller organizations and provides a feature-rich accounting suite, seamlessly integrated with the product suites. In addition, Acumatica’s embedded CRM provides system-wide visibility, ensuring that customer information is always up to date and accurate. Together, the unified ERP and CRM solution helps businesses efficiently manage leads, contacts, opportunities, and customer accounts with intelligence throughout the sales cycle.

Feature Benefits for Financials and CRM:

• Improve email tracking, deliverability, and scalability via Acumatica’s integration to SendGrid
• Boost efficiency when managing AR refunds with open balances​
• Simplify reconciliation by matching bank transactions to multiple receipts and disbursements
• Improve accuracy and financial visibility by enhancing AP/AR balance reporting
• Enhanced visibility to make business decisions and inform employees with the new Operational and Employee Payroll dashboards

Drive Innovation with a Robust Ecosystem

Acumatica’s robust ecosystem of customers, partners, and developers from around the world is one of our biggest strengths and sources of innovation. We focus on building quality products by gathering feedback from customers and partners. In addition, we understand that each industry has unique needs and distinct business processes. Therefore, Acumatica delivers intelligent and industry-focused Editions for Retail-Commerce, Construction, Distribution, and Manufacturing.

Feature Benefits for Distribution and Commerce Companies:

• Boost sales and increase revenue with new up-sell and cross-sell capabilities
• Improve fill rates and on-time order fulfillment with item substitutions
• Increase warehouse efficiency with paperless, directed picking
• Optimize stocking levels and locations using deadstock reports
• Delight your online customers and build brand loyalty with support for special instructions and gift-wrapping

Feature Benefits for Construction and Field Service Companies:

• Save time and simplify your project workflow via project drop shipments
• Synchronize your AP bills and sub invoices seamlessly with Procore to enhance visibility and eliminate redundant work
• Streamline billing and improve flexibility by configuring service contract billing for the start of each period
• Reduce clicks to improve efficiency while adding inventory and tracking time on your mobile device
• Correct data entry errors using the new project reclassification feature

Feature Benefits for Manufacturing Companies:

• Visualize production schedules in a timeline view to easily identify over and under-utilized resources, customer commitments, and material constraints
• Enable traceability of raw materials and components to pre-assigned lot or serialized finished goods for improved quality control and traceability

Feature Benefits for “Managed Availability” Capabilities:

• Enable global market expansion by sharing data, providing real-time reporting, and allowing transactions between companies with different base currencies
• Work faster without context-switching with our Acumatica for Microsoft Teams integration