Acumatica Community Forum
Colleen Schils
Colleen Schils

The NEW Acumatica Community Website

Are you using the Acumatica Customer Portal or Open University? Have you signed up for the new Acumatica Community Portal? Acumatica has launched their new Community website to bring communication together in one location to help to support users in a more streamlined fashion. If you do not have a Customer Portal login already, you … Read more

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Acumatica Upgrade
Colleen Schils
Colleen Schils

Upgrading Protects Your Business

During these unique and challenging times, I’ve been talking with clients on how planning is more important today than ever before, so you can be prepared.  One of the topics of questions is upgrading. I had a client ask me “Why is it important to upgrade?” My first response was, “Don’t you want to protect … Read more

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Ship Engine Add-on solution for Acumatica
Colleen Schils
Colleen Schils

Integrating Third-Party Add-Ons with Acumatica (ShipEngine Sample Case)

Acumatica is such a powerful, user-friendly platform in part because it’s so customizable for every customer’s unique needs. Whether it’s out-of-the-box functionality that just need small tweaks from experienced developers or any number of external add-on products. One of those add-on products that we recommend, and that our customers use frequently, is ShipEngine. ShipEngine allows … Read more

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Acumatica CRM Enhancements
Colleen Schils
Colleen Schils

Acumatica CRM Enhancements from 2017R2 to 2019R1

Acumatica Version 2017R2 Improved Marketing Lists and Campaigns – Marketing lists and campaigns have been significantly improved, so user can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns. Opportunity Stages for Each Opportunity Class – Acumatica ERP now provides the functionality that a user can use to … Read more

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Acumatica Lifecycle
Colleen Schils
Colleen Schils

The New Acumatica Product Lifecycle and Support Policy (Hint: It’s Good News!)

Acumatica Product Release Stages Acumatica’s Product Releases are designed to deliver high quality versions of the product on a predictable schedule allowing customers to stay on the most current release of the product and at the same time have ample time to preview major upgrades before going into production. Supported Releases Acumatica is constantly innovating … Read more

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Open Database Connectivity
Colleen Schils
Colleen Schils

Acumatica SaaS ODBC Database Access Retirement March 2019

Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica.  Many people rely on this type of connection for reporting and integrations with legacy systems.  Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … Read more

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Revenue Deferrals Module
Colleen Schils
Colleen Schils

Revenue Deferrals Module in Dynamics GP

If you are still using Excel Workbooks to defer revenue, you need to take a look at RED, Microsoft Dynamics GP most over-looked module. The Revenue/Expense Deferrals module (RED) simplifies deferring revenues or distributing expenses by allowing you to make entries for future periods within these areas: General Ledger Receivables Management Payables Management Sales Order … Read more

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Esignature feature in Acumatica
Colleen Schils
Colleen Schils

How to Be Efficient and Win More Deals with Acumatica & eSignatures

Are you trying to increase your sales cycle and win more deals? Maybe you are trying to improve processes and efficiencies within your organization. Studies show that by using eSignature technology you can make this happen. What is eSignature? It’s basically an electronic signature.  The person signs electronically and it provides the same legal standing … Read more

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