Attendees to the Acumatica R2 2020 Virtual Launch were first to see the updates and improvements made to Acumatica. Below are some of the highlights to make this product more innovative and user friendly.
For the CRM function, enhancements have been made that allow for more accurate and longer contact information to be stored. Additionally, there are new capabilities that allow for a user to be named as in charge of a lead, contact, or business account among employees of the company. Overall, the CRM function is enhanced to improve relationships between contacts and accounts.
In the Commerce function, new capabilities include Migration to the Core Product, UI Changes and Usability, Changes to the Fetch Data Form and Enhancements to the Import of Credit Card Payments. All of these changes are to improve the efficiency, accuracy, and ease of use within this function.
In the Construction function, capabilities were added to better customize the system to fit your company’s needs. Improvements have been made to the construction functionality, AIA reports, Application Number for Progress Billing and Substantiated Billing Reports. These new updates have allowed for more automation and less manual work.
In the Finance section, improvements have been made to Credit Card Payments and Credit Memos. Payment profiles do not need to be saved when cards are processed. Moreover, Credit Memos with Retainage That are Paid by Line and Restricted Visibility of Customer records. Improvements made in this section increase security of customers and payment information.
In the Order Management section, improvements have been made to Prepayments for Sales Orders. Order Management forms are now able to be customized for a better customer experience. There is also a new workflow in Order Management the redesigns sales orders, shipments, and invoices to use the new workflow engine.
Acumatica continues to uphold its promise to update their software twice a year: March and September. Within this new software, updates and changes have been made to create a better customer experience and be a more efficient system overall.
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