Acumatica 2019 R2 has officially been released. With more than 100 improvements and new features, Acumatica calls this “our most user-friendly release yet”. Most upgrades came as suggestions from customers, partners, and developers – just like you.

Highlighted new features of Acumatica 2019 R2:

Platform:

  • Pivot Table Dashboard Widget– Pivot tables are tremendous time savers by letting users quickly summarize large amounts of data into useful reports. Now pivot tables can be displayed on Acumatica dashboards using the Pivot Table Widget. Learn more
  • Worldwide SMS Support allows users to receive mobile text notifications (SMS) of business events without requiring the Acumatica mobile app be installed on the recipient’s device. View demo
  • Contract-Based APIs enhancements where developers can retrieve multiple kinds of detail lines in one request
  • HubSpot integration provides real-time sync.

Usability:

  • Predefined User Roles for Financial Usersallow quick set up of financial users to access the system functions they need by using predefined roles designed for specific financial positions. See the demo
  • Mobile Devices have user-defined field enhancements
  • Conditional Formatting for dashboard table widgets provides the option of specifying the style of rows or columns, including the use of formulas
  • Simplified Company/ Branch selector increases productivity by selecting a branch in one click
  • File Management Enhancementallows sorting and filtering attachments in any table or entity
  • Expense report receipts are auto-generated from images

Financial Management:

  • Application of Payments to Particular Lines of Accounts Payable Documents– allows users to assign partial payment to an entire AP document or to individual document lines in various proportions. The system also supports tracking retainage by document (if included)
  • Approval of AR Invoices, Credit Memos, and Debit Memos– For companies requiring approval for certain AR situations, in addition to AR documents, users can also approve invoices, credit memos, and debit memos. Learn more
  • Accrual of the Costs of Non-Stock Itemssupports posting of revenue and expenses to non-stock items to calculate their approximate net income
  • Corporate Credit Card support and reconciliation has been added to the applications

Project Accounting:

  • Budget Control on Document Entrywarns users when a document such as an AP bill that exceeds the budget is saved
  • Detail Level of the Project Budgetoptions include task, task and item, and task and cost code with the ability to update at both the summary and detailed levels
  • Two-Tier Change Managementsupports grouping multiple change requests with markups into a single change order for approval
  • Project Budget Forecastsby period allows comparisons of actual project costs and incomes with the forecasted, original, and revised budget amounts for each financial period

Inventory and Order Management:

  • Changing the Vendor in Purchase Ordersenables buyers to review item prices from multiple vendors and select the vendor for a purchase order. See how it works
  • Enhanced Linking of Direct Sales Order Invoicesprocesses sales order and return lines with external point-of-sales (POS) systems
  • Validation of Customer Orders on Sales Orders automatically checks for unique customer order numbers and manages duplicates
  • Prepayment enhancements add one or more prepayment requests to purchase orders, as well as allowing purchase orders to be added to prepayment documents. See how it works
  • Warehouse Management System (WMS) added advanced picking and bulk processing
  • International Shipping Options with “ShipEngine” integration like current UPS/FedEx/Stamps support. View the demo

Construction:

  • Daily Field Reportingfeatures make sure everyone is looking at the same information in a timely manner
  • Detailed Retainage Tracking allows users to track retainage at the line level on AR Invoices
  • Change Requestsfeature reduces profit fade by proactively managing owner change requests
  • Enhanced Lien Waiver Capabilitiesassist in avoiding accidentally paying a vendor
  • Project Budget Forecast Report shows at-a-glance forecasted revenue and costs by month
  • Project Cost Transaction History Report confirms billings vs. costs
  • Customer and Vendor Transaction History Reportsbetter manage cash flow

Field Service:

  • Service Orders may be automatically defined by user or appointment type, and they can be copied once or on multiple occasions with new dates and times
  • Project Accountingintegration supports creating service contracts, project schedules and tasks with default cost codes by service order type
  • Manual Discounts may be applied to service orders and appointments by amount, percent, or as a discount to stock and non-stock products
  • Calendar Enhancements for simplified appointment creation. See it in action
  • Mapping Enhancements for locations and routes

Manufacturing:

  • Engineering Change Control (ECC)streamlines multiple change requests by optionally grouping them for the approval process, as well as displaying them in bill-of-material comparisons
  • Material Requirements Planning (MRP)has improved forecasting and exception handling, as well as regeneration options for non-stock items
  • Outside Processing of manufacturing operations by suppliers has better workflow options from scheduling through purchasing.

Are you interested in learning more about Acumatica 2019 R2? Contact CAL Business Solutions to start the conversation. 860-485-0910 x4 or sales@calszone.com.

www.calszone.com/acumatica

By CAL Business Solutions, Acumatica, and Microsoft Dynamics GP Partner