Development
Jen
Jen

Dynamics SL to Acumatica xRP Cloud Platform

Our very own MVP Acumatica Developer, Joe Jacob, recently published a guide to help all you developers convert Dynamics SL over to the Acumatica xRP Cloud Platform. “Joe’s Guide offers a quick reference for those already familiar with the Dynamics SL SDK and are new to the Acumatica development platform. This guide will help direct … Read more

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Customer Relationship Management for Acumatica
Jen
Jen

Who’s Delivering Value in CRM Technology?

Customer Relationship Management software is one of those necessary products for businesses, but finding the right one for yours is rarely an easy task. Whether you’re in the market for new CRM, are considering a change alongside another business management solution like ERP, or just looking to understand what options are available, it’s important to … Read more

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Shop Group of Workers
Talin Topuzyan
Talin Topuzyan

Getting Answers: Asking the Right Questions about Fabrication ERP

For many fabrication businesses, back-office software is often just something that is “there.” It satisfies your basic business needs, offers finance professionals information, and may facilitate a few processes. However, much of these only meet your needs for so long before they become a hindrance. Whether your business has grown or your software has aged, … 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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Cloud ERP Fabrication
Talin Topuzyan
Talin Topuzyan

Is the Fabrication Industry Ready for Cloud ERP?

Fabrication is a tough business. Commodities prices fluctuate rapidly, offshoring creates new competition, and new technologies present additional risk. It’s a perfect storm, and to weather it, you need to balance customer-centric business practices with demand for cost optimization, speed, and flexibility. Following our last blog discussing some of the things that fabrication companies including … Read more

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Acumatica Dashboard Tip
Christine Jacob
Christine Jacob

The Best Acumatica Dashboard Tip

Acumatica web-based ERP provides the robust dashboard capability that most Clients demand.  Dashboards provide access to real-time information in consumable bites.  You can view dashboards when you log into Acumatica through your web browser or view them on the Mobile App. So how do you move away from reporting and make this powerful tool work … Read more

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Bank Reconciliation in Acumatica
Melissa Blassingame
Melissa Blassingame

How to Perform the Bank Reconciliation Process in Acumatica

Bank reconciliation is the bread and butter of all accounting systems – one of the most basic functions that almost every business needs to perform. Businesses upgrade to an advanced ERP to streamline the accounts receivable and accounts payable processes as much as possible. If you’re new to Acumatica, or just want a refresher on … Read more

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Business Attributes in Acumatica
Guillermo Pineda
Guillermo Pineda

An Intro to Acumatica Custom Attributes (Old vs. New Versions)  

One of our favorite systems just got better! Acumatica has some fresh new attributes and options available; these enhancements are designed to make your workflow run smoothly and allow you to be even more efficient. The latest changes make Acumatica even more intuitive and easier to use, from simple things like automatically updating input information … Read more

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Top 10 Reasons to Upgrade from Quickbooks
Talin Topuzyan
Talin Topuzyan

10 Reasons Why It May Be Time to Upgrade from QuickBooks

As your business grows, you may find your organization struggling with the limitations of software designed for smaller concerns. Everyone has to start somewhere, so it’s only natural that you will eventually outgrow the systems you had at the beginning. This is particularly true of accounting packages. QuickBooks, for example, is a fantastic resource for … Read more

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Acumatica Fabrication
Tom Bardwil
Tom Bardwil

What Should Companies in Fabrication Look for in ERP?

Those in the fabrication industry have unique needs—both in the form of project management, materials planning, and contracts, often needing more than a traditional manufacturing-focused ERP can provide. In an industry like yours, change is frequent—whether those are design changes, contract changes, or anything of the like, you need to remain agile enough to adapt … Read more

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New Features on Collections Management for Dynamics SL
Christine Jacob
Christine Jacob

Acumatica 2019 R1 Just Released! Take a Look at the New Features

This January, Acumatica held its largest Summit to date with over 1,400 customers and over 85 Independent Software Vendors (ISVs). For those of you that were not able to attend, they released Acumatica’s latest version, 2019 R1.  Here are the highlights of some of my favorite new features!   Platform Usability Upgrades Multi-factor authentication Branch … Read more

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