ACUMATICA VERSIONS

Acumatica Versions


  • What's new in Acumatica 2024 R1
    Acumatica released 2024 R1, the first of our biannual product updates, on March 20, 2024.
    Feature Benefits for Financials and Payroll
    • Utilize Acumatica Payments to streamline point-of-sale (POS) payment transaction processing by using credit card readers to record payments directly from the Acumatica solution without third-party software.
    • Automate vacation and sick time tracking with new features such as banding rules, anniversary date resets, and simplified adjustments. Enable administrators to manage paid time off during employee probation and plan for future plan changes.
    • Enforce optional or required approval and rejection reasons for financial transactions, such as invoices, bills, adjustments, memos, and payments.
    • Simplify returns on cash purchases by generating cash return transactions included in bank deposits.
    • Improve efficiency by consolidating multiple employee corporate credit/debit card transactions into one account.
    • Expand transaction capabilities in Canada by easily configuring and customizing export payment file formats for the Royal Bank of Canada and other Canadian financial institutions.
    • Comply with sales tax nexus laws with Exemption Certificate Management from Avalara to collect and manage customer exemption certificates for healthcare providers, government organizations, higher education institutions, non-profits, and qualifying manufacturing product sales.
    • Improve credit memos with inclusive credit term due dates and discount amounts, enabling organizations to better align with invoice due dates for improved payment accuracy, receivable reporting, and cash flow forecasting.
    Feature Benefits for CRM
    • Deliver stellar customer service with advanced case commitment tracking and a flexible case closure workflow.
    • Provide a 360-degree view of project details by automatically updating projects with associated activities are automatically updated with related tasks.
    • Tailor email templates by branch for CRM, project, service management, and subcontract communication.
    • Notify support specialists when return merchandise authorizations (RMAs) related to open support cases are closed.
    Feature Benefits for Platform and Developers
    • Calculate ratios and improve reporting flexibility by using Generic Inquiry results at input to other inquires.
    • Simplify no-code workflow creation with new sequential actions independent of conditions, enabling faster workflow processing.
    • Improve business events to create actions and notifications based on triggers and formula-based conditions.
    • Enhance the mobile experience for users with new image thumbnail support for lists on mobile screens.
    • Access multilingual reports via REST APIs.
    • Minimize security risks and streamline system customization processes by defining security access to new system objects during the object publication process.
    Feature Benefits for Manufacturers
    • Improve material demand planning by forecasting optional stock and non-stock kit components.
    • Provide manufacturing workers the flexibility to report production operations when they are run in parallel.
    • Optimize MRP generation with ‘planning horizons’ that enable organizations to define time-constrained data for inclusion in supply and demand calculations.
    • Configure MRP and DRP to include or exclude sales order types to improve planning by excluding returns and other types of orders from inventory planning calculations.
    Feature Benefits for Contractors, Project, and Service Organizations
    • Access AP cost transactions related to progress billing lines from a new pro forma invoice side panel for timely vendor payments and increased billing accuracy.
    • Empower users to enter and process negative expense receipts to make a full or partial refund to the corporate credit card for faster and simpler GL account reconciliation.
    • Ensure accurate and efficient handling of pro forma invoice corrections with a streamlined workflow for previously closed and released accounts receivable documents.
    • Leverage one-click initiation to correct invoices created from service documents.
    • Improve project budget updates by project transactions, where budget rules no longer depend on the transaction source and GL account type.
    Feature Benefits for Distributors
    • Improve demand planning and forecasting with time-phased purchase orders, kit assembly, and warehouse transfer recommendations with the new Distribution Requirements Planning (DRP) application, which includes exception messages for distributed items, kits, and kit components.
    • Streamline small parcel and LTL shipment processing workflows and configure packing and shipping scenarios with Acumatica and 3G Pacejet. The enhanced integration of these shipping and processing capabilities, now in the core of the Acumatica solution, provides transparency for shipment data, including hazardous materials, PRO bill number, delivery instructions, accessorial definitions, non-standard containers, serialized shipping container codes (SSCC), and other packaging and shipment information with no need for separate customization.
    • Expedite return material authorization (RMA) processes with improved document searches using invoice and line details such as sales order type and number, inventory ID, lot or serial number, and order dates.
    • Improve warehouse management activities with bidirectional picking and aggregated quantities for pick lines.
    • Configure unique document approval workflows for invoices, credit memos, debit memos, cash sales, and cash returns.
    Feature Benefits for Retailers and Commerce Merchants
    • Gain a unified connection between Acumatica and Amazon with synchronized data for order fulfillment, product availability, Amazon fees, payments, and taxes.
    • Increase efficiency and accuracy by directly importing exchanges to Acumatica from a Shopify POS order for the same product at the same or different price or for another product at the same or different price.
    • Use bidirectional sync to import products from Shopify and BigCommerce stores to Acumatica through the Commerce connector.
    What's new in Acumatica 2024R1
  • What's new in Acumatica 2023 R2
    It’s with great excitement that we introduce the latest release from Acumatica: the 2023 R2.

    Feature Benefits for Technology:

      • Make work on-the-go easier and more productive with dynamically visible containers that show only the relevant tabs on the mobile device.
      • Save time with actionable custom field elements to navigate to external sites.
      • Drive productivity and efficiency by tailoring the workflow to the order type; create a custom workflow for a new order type.
      • Streamline bank reconciliation and manage credit card receipts efficiently by automatically mapping bank fields to fields in Acumatica.

    Feature Benefits for AI/ML:

      • Support international operations by leveraging AI/ML to add branches and locations to Acumatica’s document recognition capabilities while supporting complex language recognition.
      • Speed data entry using intelligent text completion that makes recommendations based on past entries.

    Feature Benefits for Financials:

      • Enhance cash flow and streamline the payment process with Acumatica’s robust and integrated payment processing system that enables customers to make secure credit card and ACH payments easily.
      • Provide reporting compliance with robust overtime calculations that calculate overtime by multiple factors and enable employees to more easily understand their earnings and deductions on jobs/projects with paystub improvements.
      • Simplify compliance in the US with state configuration for 1099 reporting and in Canada with T5018 reporting improvements.

    Feature Benefits for CRM:

      • Boost sales by helping reps close more deals; automatically assign leads, contacts, accounts, and opportunities to reps by sales territory.
      • Enhance customer satisfaction and support by streamlining returns processing; automatically create a return order and link it to the case facilitating time-to-resolution SLAs.
      • Simplify the administration of email accounts and enhance security by managing personal email accounts in Acumatica.
      • Instantly add contacts, leads, opportunities, and orders via the Gmail add-on, published on the Google Marketplace.

    Feature Benefits for Distributors, Retailers, and Commerce Merchants:

      • Improve profitability and provide transparency with capabilities that enable reviewing estimated margin percent and amount calculations during order creation for an entire order and individual line items.
      • Streamline mass stock allocation and deallocation for orders with the new Manage Sales Allocations screen; automate the allocation process and apply manual overrides to change or refine suggestions.
      • Protect margins with features that optionally exclude automatic line discounts, such as volume discounts from order lines for a particular price, such as promotional pricing.
      • Add the world’s largest sales channel with the Amazon connector that connects Acumatica to Amazon’s Seller Central marketplace, supporting FBA (Fulfilled by Amazon) and MFN (Merchant-Fulfilled Network) delivery models.
      • Open new markets and accelerate sales to business customers with Shopify’s new B2B eCommerce platform by seamlessly integrating online sales with Acumatica’s back-end fulfillment processes.

    Feature Benefits for Manufacturers:

      • Improve manufacturing cost control and streamline implementation and setup for cost accountants with a new user role and the option to lock production order status.
      • Simplify production order ticket printing with the Acumatica DeviceHub service that includes automation schedules and predefined printer settings.
      • Extend Acumatica’s Product Configurator via new web endpoints to leverage rules-based product options and values logic for configured orders from external apps like website storefronts, custom portals, or other applications.

    Feature Benefits for Contractors and Service Organizations: 

      • Gain better insights with side panel access for multiple business document maintenance screens that improves end-user navigation.
      • Save time with capabilities that enable deactivating cost codes that are no longer used in projects. Once deactivated, the cost codes become unavailable but remain specified in documents so users can continue working.
      • Empower users with features that enable editing retainage information in subcontracts and purchase orders linked to change orders.
      • Improve project visibility with capabilities that support reviewing outstanding AR aging documents and their unreleased retainage for a particular date.
    What's new in Acumatica 2023 R2
  • What's new in Acumatica 2023 R1
    Acumatica released 2023 R1, the first of our biannual product updates, on February 2nd.

    Acumatica 2023 R1 delivers new features and enhancements to users, including:

     

    Feature Benefits for Usability:

    • Highlight and provide additional information about new features via the hover functionality, which will not interrupt the user’s workflow.
    • Improve business event transparency by sending notifications about event activity to users who previously owned the event, such as support or sales staff.
    • Optimize the approval process by choosing a user to receive another user’s approval requests over a predefined period.
    • Increase visibility and find data faster with the preview mode, which renders recognized documents in the side panel.
    • Balance user experience and security by allowing users to adjust the system’s default logout time in their preferences.
    • Increase the accuracy of your internal controls and reporting by uncovering errors, omissions, or duplications by synchronizing fixed assets and GL periods.
    • Boost precision and reduce manual errors with automatic tax zone assignment based on entered addresses (country, state, postal code).
    • Track and analyze your pipeline’s performance and overall health while identifying opportunities for growth via robust out-of-the-box opportunity summary reports.
    • Enhance tax reporting processes for your Canadian business by reviewing history and surfacing remittance reports in Acumatica before submitting the T5018 form to the Canadian Review Agency (CRA).

     

    Feature Benefits for Platform:

    • Strengthen global operations by retrieving values in any language through OData.
    • Streamline AP processes by automatically exporting ACH payments in the proper file format and enabling users to specify accounts for each vendor.
    • Save payment processing time and effort by creating batch payments with the Prepare Payments form.
    • Enable additional workflow capabilities and automate with intelligence by triggering actions through business events.
    • Send emails and share files with internal and external contacts without leaving Acumatica; our Gmail Integration makes a leading web-based email service accessible from inside Acumatica.

     

    Feature Benefits for Distributors, Retailers, and Commerce Merchants:

    • Streamline counter sales, will-call orders, and in-person returns from a single screen.
    • Expedite and standardize system and data access with 18 pre-defined sales, purchasing, and inventory security roles, such as sales managers, salesclerks, buyers, receivers, shippers, and more.
    • Increase the flexibility of your pricing tactics per customer and item variant with simplified matrix item creation, through which you can easily define variant characteristics for each object generated from the template.
    • Keep a constant view of inventory levels across your Merchant-Fulfilled Network (MFN) websites on Amazon with seamless data flows from Acumatica’s back-end system.
    • Boost your B2B sales and delight customers with exceptional Shopify storefronts; capture multiple buyers under a single corporate account, while Acumatica makes it easier to manage selling profitably.

     

    Feature Benefits for Manufacturers:

    • Streamline manufacturing reporting, correct previously entered transactions, and empower employees by entering labor, material, move, and disassembly information directly from Production Order Entry.
    • Save time with side-panel access to purchasing, sales, inventory, and manufacturing information from data entry screens (Production Orders, Bills of Materials, Estimating, Sales Quotes, Sales Opportunities, Material Requirements Planning, and Scheduling).

     

    Feature Benefits for Contractors and Service Organizations: 

    • Gain insights into construction data with on-the-fly report filters and an updated, unified report design for improved readability.
    • Save time with simplified joint payee and lien waiver processes, including automated maximum available payment balances and automated compliance document creation.
    • Monitor revenues, costs, and profits and track how they impact each project with automated budget quantity calculations.
    • Empower remote workers with the Acumatica mobile app, through which they can instantly access drawing logs, submittals, annotations, and progress worksheet activities from daily field reports.
  • What's New in Acumatica 2022 R2
    Acumatica released 2022 R2, the second of our biannual product updates, on September 22nd.

    In 2022 R2, Acumatica delivers new features and enhancements to users, including:

     

    Enhancements to Usability and Technology:

    • Streamlined, accelerated workflows through automated mobile signature capture
    • Tailor mobile Acumatica workspaces by hiding widgets, configuring screens, rearranging items, etc.
    • Instantaneous access to wiki-help files by hovering over fields with intelligent tooltips
    • Flexible software integrations at scale with enhancements to high-performing, contract-based REST APIs

     

    Enhancements to Localization and Integration:

    • Implement Canada-specific features at the company level to simplify setup, reporting, and management of companies with legal entities in multiple countries
    • Experience painless tax calculations and enhanced global business via automatically assigned tax zones to new sales orders and invoices based on country, state, and zip code

     

    Enhancements to Financials:

    • Automate the general ledger approval process using the flexible approval engine to create rules for approving entries and assigning approvers
    • Expedite and enhance the collection process by sending customers personalized dunning letters with all related attachments and fees
    • Streamline bank data and processing by letting Acumatica automatically import bank feeds

     

    Enhancements to CRM:

    • Simplify data entry by modifying opportunities and quotes in business accounts
    • Streamline sales and fulfillment processes and increase transparency by having Acumatica automatically link sales orders and quotes to opportunities
    • Save time and gain transparency with predefined side panels that automatically display customer data for the corresponding case
  • What's New in Acumatica 2022 R1
    Acumatica released 2022 R1, the first of our biannual product updates, on March 16th.

    Work Smart on the Go

    Acumatica Cloud ERP enables users to work from anywhere with our native mobile app. It is thoughtfully designed for users on the go with capabilities like expense reporting, time, attendance, and more. Users can easily communicate and collaborate within and outside their team to drive work forward. Everyone knows what is happening, when, and where—and they share a single view of the truth as they make proactive business decisions.

    Unlock Global Markets

    Regional boundaries are shrinking in today’s hyper-competitive marketplace, and foreign markets are increasingly attractive to fast-growing businesses. Acumatica enables you to transcend geographic boundaries to penetrate international markets and take advantage of new market opportunities with the robust localization, integration, and financial management capabilities in our latest release.

    Go Broad and Deep with Industry-Leading Capabilities

    Acumatica understands that each vertical has unique needs and distinct business processes. Therefore, Acumatica delivers intelligent and industry-focused Editions for Retail-Commerce, Construction, Distribution, and Manufacturing. This helps you tailor Acumatica to your specific industry needs and challenges.

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  • What's New in Acumatica 2021 R2
    Acumatica has released 2021 R2, the second of our biannual product updates, in mid-September of 2021.

    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.

    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.

    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.

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  • What's New in Acumatica 2021 R1
    Acumatica has released 2021 R1, the first of our biannual product updates, in mid-March of 2021.

    Save Time with Superior Usability

    Acumatica delivers award-winning usability unrivaled in the industry as a 100% browser-based cloud ERP that you can access from any device with an internet connection. Our modern UI and flexible workflows are why Acumatica consistently ranks highest in usability.

    In 2021 R1, we build even further on Acumatica’s comprehensive mobile image recognition capabilities. Acumatica users can seamlessly navigate to external URLs from General Inquiry results, saving time. We have also enhanced side panels by providing arranging and ordering capabilities. Acumatica users are now even better equipped to deliver their best work in less time.

    Gain a Competitive Advantage with Best-In-Class Functionality

    Acumatica is tailor-made for midmarket growth businesses. Our platform delivers intelligent, industry-focused business functionality with the mission-critical capabilities and productivity aids required for Commerce, Construction, Distribution, Field Service, and Manufacturing. Acumatica provides best-in-class capabilities by embedding core functions into a single business-wide software suite. In 2021 R1, we deliver new features and enhancements to all our industry editions.

    Grow your Business with a Powerful, Flexible Cloud Platform

    Acumatica provides a future-proof cloud platform with native mobility, an intuitive user interface, and unique features that connect easily to extended applications with artificial intelligence and machine learning. Our true cloud platform is optimized for performance, scalability, and security.

    In 2021 R1, we continue to strengthen our AI/ML capabilities with mobile image recognition for business cards. We provide a visually intuitive KPI Meter on Acumatica dashboards—set dynamic goals and see how you’re tracking against your goals at-a-glance. Optimize all your application workflows with Acumatica’s sophisticated visual state automation engine. We also provide localization support in the French-Canadian language for our Canadian customers.

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  • What's New in Acumatica 2020 R2
    Acumatica 2020 R2 is releasing in September 2020! Below are the highlights of the soon-to-be released software

    Acumatica 2020 R2 is releasing in September 2020. In this update, Acumatica improved usability, boosted productivity and increased flexibility within the software.

    Here are the highlighted improvements

    • Save time and reduce expenses by automatically creating AP documents from vendor bills
    • Boost cross-company sales by enabling related companies to buy and sell from each other
    • Boost B2C commerce with our powerful Shopify integration
    • Track production outputs and get your products to market faster with an embedded third-party quality module
    • Maximize billing accuracy with pro forma workflow enhancements
    • Unify notification workflows using our powerful business events engine
    Click here for more information
  • What's new in Acumatica 2020 R1
    Acumatica R1 was released in March 2020. Acumatica improved usability, introduced new modules, enhance functionality and much more!

    Acumatica R1 was released in March 2o20. Acumatica improved usability, introduced new modules, enhanced functionality and much more!

    Below are some highlighted improvements

    • Utilize AI/ML to simplify your experience
    • Get to data entry screens faster with quick add button
    • Ecommerce powered business management system via BigCommerce integration
    • Matrix inventory quickly generates, tracks and manages related items

    Click here for more information
  • What's New in Acumatica 2019 R2
    Acumatica 2019 R2 was released in September 2019. Some notable updates have been made to the platform, usability, financial management, project accounting and much more!

    Acumatica 2019 R2 was released in September 2019. Some notable updates have been made to the platform, usability, financial management, project accounting and much more!

    Here are the highlighted improvements

    • Pivot Table Dashboard Widget
    • Predefined User Roles for Financial Users
    • Application of Payments to Particular Lines of Accounts Payable Documents
    • Changing the Vendor in Purchase Orders
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  • What's New in Acumatica 2019 R1
    Acumatica 2019 R1 was released in March 2019. This upgrade includes features and usability enhancements to three areas: the platform, general business applications and industry specific applications. Here are the highlights:

    Acumatica 2019 R1 was released in March 2019. This upgrade includes features and usability enhancements to three areas: the platform, general business applications and industry specific applications.

    Here are the highlighted improvements:

    • Highlighting Inquiries
    • Improved help search via Machine Learning
    • Support for Different Financial Calendars
    • Warehouse Management System

     

    Click here for more information
  • What's New in Acumatica 2018 R2
    Acumatica 2018 R2 was released in September 2018. This upgrade included enhancements to Industry Solutions, Best in Class Modules and the Acumatica xRP platforms. The new features address three specific areas: Customer satisfaction Usability Compliance

    Acumatica 2018 R2 was released in September 2018. This upgrade included enhancements to Industry Solutions, Best in Class Modules and the Acumatica xRP platforms

    Here are the highlighted improvements

    • Mobile usability improvements such as push notifications, navigation and customization updates
    • Reporting displays pivot tables along with Generic Inquiries
    • CRM upgrades include Outlook integration and GDPR Compliance Tools
    • Addition of a Welcome page that offers helpful resources

    This version will retire on October 31,2020

     

    Click here for more information
  • What's New in Acumatica 2018 R1
    Acumatica 2018 R1 was released in March 2018. Some enhancements that are included are usability, mobility, financials, CRM, and platform enhancements

    Acumatica 2018 R1 was released in March 2018. Some enhancements that are included are usability, mobility, financials, CRM, and platform enhancements to the following editions.

    Here are the highlighted improvements

    • General Availability of 2018 R1
    • General Availability of Acumatica Construction Edition
    • Announcing Distribution Edition
    • Business Intelligence with Reporting, Dashboards and Data Analysis

    This version was retired in January 2020

Solutions by Industry

What's New

Beyond QuickBooks: Financial Management with Acumatica

Are you tired of feeling limited by the constraints of QuickBooks? As your business grows, so do your financial complexities, and it's time to step into the world of advanced financial management. Read More

Submitted by Stephanie Dean on Tue, 06/25/24 - 5:00

User-Friendly Efficiency: Navigating Sage 100 with Ease

With its intuitive navigation, seamless order processing, and powerful reporting tools, Sage 100 empowers users to navigate the platform with ease, enabling them to make informed decisions and achieve their business goals. Read More

Submitted by Stephanie Dean on Thu, 06/20/24 - 5:00

Acumatica’s Role in Supply Chain Optimization

By streamlining operations, enhancing collaboration, harnessing the power of data analytics, and empowering adaptability, Acumatica equips organizations with the tools they need to thrive in today's dynamic business landscape. Read More

Submitted by Stephanie Dean on Tue, 06/18/24 - 5:00

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