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Showing posts with the label 2017 R2

Acumatica Statements Generation - On Demand

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Statement Cycles - Acumatica statement cycles in older version were bit rigid in operation and found it very hard to use for various scenario's

We found the latest enhancements to Acumatica statement generation to be very practical solution based on customer feedback to improve the generation of statement based on their needs.

In the latest version 2017 R2 users now can define their statement generation cycle and not restricted to just 3 options, the new version provides with options to do "Weekly", "Twice a Month" or "End of Financial Period" allowing users to select based on their statement cycles.

This flexibility allows user to configure to various scenarios and leads into another feature "On Demand" statement generation.


On-Demand Statement - in order to generate on demand statement navigate to AR module, pick a customer and from Action menu select Generate Statement on Demand as shown in the screenshot.

This allows for sales or accounti…

Acumatica Cloud ERP 2017 R2 and Beyond.

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Acumatica announced some of the key features making its way into the product with the release of 2017 R2 and future 2018 releases.
We are excited to see new release with more features in the new version 2017 R2
1. Usability - Advanced user interface, improved search, pre-defined dashboards, list entry points, mobile UI enhancements, redesigned approval maps
2. Project Accounting -  Overhauled with new budget structure, commitment tracking, Pro Forma Invoices, flexible billing workflow and rate configuration
3. Distribution - Product class trees, Unit of measure, advanced drop ships, Amazon integration FBA, allocation engine and UPS/Fedex Ship-It integration
4. Financials - Historical transaction migration, multi-level payment approvals, on-demand statements, PCI ready, Third party A/P payments and Vendor tax periods
5. CRM - Advanced marketing list, Campaign management, Opportunity stage mgmt and real time Salesforce Sync
6. Field Services - Integrated fields service, advanced equipme…