Salesforce and Acumatica have spent the better part of their history in opposition to each other. Salesforce, touted by many as the first SaaS cloud product on the market, has delivered customer relationship management solutions via the internet for the last two decades. Acumatica, on the other hand, launched in 2008 to deliver a suite … Read more
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
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
We all strive for good data entry in any ERP system. The fact that we make critical business decisions off this data means we need clean, reliable data. Input validation helps to keep your data clean as it is getting entered into the system versus having to waste time cleaning it manually. Acumatica can help … Read more
When your legacy Enterprise Resource Planning (ERP) solution is having trouble keeping up with your business, it’s important to weigh your options carefully before you decide whether to upgrade to a new version or make the switch to different software. I recently worked with a client to determine the best course of action for their … Read more
For too many businesses, the payment process is flawed—64 percent of B2B payments are still made with checks according to industry magazine PYMNTS.com. In the B2B world, paper is still present in the beginning, middle, and end of the payment process. From increased time it takes to process and pay a paper invoice using a … Read more
When adding conditions or filters in Report Designer or Generic Inquiries in Acumatica, there are certain cases where you need to use the internal value of a list, or combo box (*). The internal values may be different than the external description you see, so we need a way to inspect them. These internal values … Read more
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
Are you running an old version of Acumatica? If so, you need to consider an upgrade. Acumatica stopped supporting version 6.0 at the end of January 2019. We just received notification that support will end on version 2017R2 July 31st, 2019. What does that mean for you? If you are on an Acumatica version older … Read more
If you’re on Acumatica 2018 R2 and running Fixed Assets, there is a processing bug you should know about. Here’s what happens when you try to run the Transfer Report in the Fixed Assets module for Acumatica 2018 R2 build 18.203.0006. Error message: What is wrong with my Transfer Report? You are not able to … Read more
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
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
When was the last time you revisited your payables bill processing? What if I told you how to save 200 minutes of time each week per 100 invoices? That’s over 3 hours of processing time every week! Look what A/P Inbox Assist, an Acumatica add-on, can do: Reduces AP time by approximately 50% Eliminates data … Read more
Our award-winning development team is located all around the country. To stay connected and organized, we have been using an app called Smartsheet to great success. Smartsheet allows us to enter a project – from Dynamics GP upgrades to an Acumatica customization – and as it progresses, we can add notes. We can keep track … Read more
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
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
When you look at ERP solutions, it pays to ask questions. You want to ensure that you make the right decision and find a solution that works for your business not only today, but in the future. For many businesses, the best place to start looking is the financial management module, the core of your … Read more
When you’re just starting out, QuickBooks is the default option. Easy to set up, familiar, and easy to use, the decision to use the product is usually an easy one. You made the decision years ago, and the software did its job. However, as your company grew, the software began to show its shortcomings. While … Read more
With today’s rapidly changing business ecosystem, legacy ERP systems are giving way to cloud services. This shift is giving small- and medium-sized businesses (SMBs) all of the advantages known to larger competitors with the bandwidth and revenue to support such IT efforts. In fact, Gartner predicts 17.3% growth in 2019 to total $206.2 billion in … Read more
Acumatica vs. NetSuite. Two true cloud options—but is there a true winner? At Crestwood Associates, we have been in the business of customizing, implementing, and delivering business-changing software for more than two decades. As one of the leading channel partners in North America, we would today like to explore the key differences and compare two … Read more
Increase cash flow and reduce collection times through automation There is an uptick in expectations around finance teams to be innovative as well as efficient. With this, more leaders in this area are looking for ways to work smarter, not harder. Modern CFOs are increasingly turning to cloud-based financial management systems to replace legacy ERP … Read more
Every business that sees the necessity of new ERP system software does so with the knowledge that ERP implementations can be challenging. Which leads to the question: is there someone who can do the big lifting, someone who can make the process a smooth and successful transition? We call that person the “champion,” and every … Read more
Acumatica uses report templates for most of the out-of-the-box forms and reports. This makes creating new reports so much faster and more efficient. Within these templates, you can view and change the appearance settings to suit your needs. Or you can start creating a new report, then add in the template; all the formatting will … Read more
Construction professionals struggle with many of the same challenges as those in other areas of business, but with an entire set of unique issues. Accounting and ERP software designed specifically for construction contractors, fabrication, home builders, subcontractors, specialty contractors, and land developers with the solutions they require to improve their bottom line, can help keep … Read more