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AcumatiCares
PLATFORM
With every software release, Acumatica ensures its platform stays modern, innovative, and ready for the future. For existing customers, this means continuous improvements without the disruption or expense of major rewrites or migrations. Prospective buyers can trust that Acumatica’s commitment to innovation delivers a product that evolves with their business, staying efficient and aligned with changing needs. This forward-thinking approach ensures a seamless and continually improving experience for all users.
The redesigned dashboard engine empowers everyone to create modern, responsive dashboards with improved speed and control, turning real-time data into actionable insights.
Configure dashboard access by role with personalized permissions down to specific user logins, parameters, and widgets for each dashboard.
Analyze your data with powerful pivot table views that work directly within Generic Inquiries, eliminating the need for spreadsheet exports and empowering your team to make faster, more informed business decisions.
Transform data retrieval with intuitive quick filters and advanced filter builders that reduce search time by up to 70%. Save, share, and favorite custom filters for instant access to the insights your team needs most.
Boost productivity with flexible screen personalization that allows you to adjust layouts to meet your unique needs while maintaining organization-wide consistency. Deliver the ideal interface for every user and role.
Streamline your entire reporting process with a clean, organized layout. Our redesigned report designer groups common actions, tailors report designs, and simplifies template management, helping your team execute reports faster and with greater efficiency.
AI Studio seamlessly integrates with leading LLM platforms, including Azure, Azure OpenAI, AWS Bedrock, OpenAI, and Anthropic, to deliver robust, configurable AI-driven automation.
Build queries with the new Generic Inquiry Query Language (GIQL) Editor featuring smart autocomplete and real-time validation in one intuitive workspace. Organize sources, conditions, groups, and sorts, so teams can manage complex logic and share insights.
Other improvements include enhancements for business events, import scenarios, invoice document recognition, and more.
ACCOUNTING & CRM
Manage global tax compliance with fully-integrated Avalara and Vertex tax management for tax-inclusive B2C and tax-exclusive B2B pricing, so you can expand confidently while ensuring accurate, automated tax calculations for every transaction.
Streamline payments by sharing document totals with line-item details attached. Ideal for large or multi-line orders, this feature supports debit memos and overdue fees, ensuring clear, reliable payment experiences for your business.
Direct payments with precision, confidence, and greater command with flexible routing capabilities. You can now set default processing centers for specific branch and payment method combinations, ensuring payments are processed accurately and efficiently.
Empower workers with compliant pay statements that clearly detail current and year-to-date compensation and benefits. Ensure that every paycheck stub meets wage theft prevention requirements while delivering easy-to-understand information about earnings, deductions, and hours worked.
Enhanced decimal place controls improve payroll accuracy and ensure calculations meet union and organizational standards. Precise, automated deductions eliminate manual adjustments, giving your team confidence in every payroll run.
Streamline payroll across multiple legal entities with intelligent EIN support. Achieve accurate and compliant processing while simplifying tax reporting and reducing costly errors.
Streamline task and activity management with a redesigned Activity form. The improved summary area provides fast access to status, project details, and billing. With easier editing and simpler navigation, your team can focus on operational excellence.
Create and track support cases directly for vendors, using the same tools you rely on for customer success. This enhancement streamlines vendor communication, centralizes issue tracking, and helps you manage supply chain concerns.
Avoid flooding inboxes with separate messages by consolidating multiple documents into one polished email. This approach reduces clutter and strengthens business relationships through efficient, thoughtful correspondence.
CONSTRUCTION & PROFESSIONAL SERVICES
The Project 360 Dashboard delivers a real-time overview of your projects, making it ideal for construction and professional service firms. Get a quick summary of key measures, track progress, and spot issues so your team can act fast. With customizable KPIs and all data in one place, you boost visibility and teamwork while keeping everyone focused on what matters most.
Transform your construction document workflow with Acumatica's intelligent Document Management system. Automatically tag and organize RFIs, submittals, contracts, and photos while customizing labels for your team’s needs. Seamlessly integrate with other construction software to eliminate double entry, reduce filing time, and ensure project documents stay organized—so you can focus on building success, not managing paperwork.
Streamline field service scheduling with a modern Calendar Board. Empower service dispatchers with an intuitive drag-and-drop calendar for appointments, map views, and smart filters to assign the right technician by qualifications and area. Track appointments by color, group work by branch or skills, and respond to urgent requests with confidence. Real-time visibility reduces response times and keeps your team on track.
Deliver real-time project visibility and precise labor costing with a seamless web-based timer to clock in and out of project tasks. Integration with payroll and project accounting streamlines billing, and offline support keeps teams productive in the office or in the field.
Set up projects in minutes with predefined user roles and an improved contact management system. Instantly assign a Project Manager, Assistant, Superintendent, Operations Manager, and other roles, removing manual setup delays. The expanded contacts list captures essential project roles, like architect or estimator, streamlining assignments and accountability. Launch projects faster, organize communication, and keep everyone aligned.
With our upgraded mobile capabilities, you can now create and manage change orders directly from your device, approve pro forma invoices with a single tap, and review project documents in real-time.
Transform your project financial management with comprehensive Work-In-Progress reporting that puts real-time insights at your fingertips. Assess project performance instantly, ensure accurate revenue recognition for percentage-of-completion billing, and track every aspect of your active projects—from budget and costs to billing and profitability.
Take command of project finances with committed cost reporting that transforms how you manage financial obligations and cash flow. Monitor real-time and historical costs with precision, compare committed expenses against budgets, and drill down into vendor-specific commitments. You can analyze subcontract agreements, track retainage, and tailor data views.
Equip your team with data-driven variance reporting to spot budget overruns, delays, and scope changes early. Quickly compare planned values against actual performance, so you can act fast when potential issues arise. This helps keep projects on track and ensures successful outcomes throughout your portfolio.
Gain clarity with enhanced AIA reporting. Inform project managers and accountants of billed retainage on every payment request. With clear retainage invoice recaps and simplified reconciliation, your team can manage payments confidently.
Streamline construction and professional service project accounting with Default Cost Codes that intelligently populate assignments from preferred sources. By eliminating manual data entry and increasing accuracy, teams work more efficiently and maintain consistent cost tracking on every project, freeing up resources to drive profitability and results.
Enable your workforce to create timecards for any week while ensuring accurate global time tracking. Simplify scheduling, manage varied operations, and maintain compliance across platforms to boost productivity and improve payroll accuracy.
DISTRIBUTION & COMMERCE
Grow your average order value and enhance the customer buying experience with AI-powered suggestions for relevant cross-sell items during order entry.
Streamline your receiving process and increase inventory accuracy with system-guided putaway. By automating putaway decisions, you reduce errors, accelerate receiving operations, and ensure your warehouse is organized for maximum efficiency.
Enhance shipping operations with our native Pacejet integration for improved data accuracy and access across an expanded range of carrier services for both parcel and LTL scenarios. By leveraging Pacejet's native capabilities directly within Acumatica, you can define default shipping options for customers and specific locations, such as required accessorials for lift gates, inside deliveries, or additional handling for improved efficiency.
Automated Order Orchestration streamlines the selection of fulfillment warehouses using configurable business rules, eliminating manual searches and warehouse overrides. This enables faster, more accurate order fulfillment. Gain operational efficiency, reduce costs, and ensure customers receive the right products from the most optimal locations, every time.
Streamline your warehouse operations by efficiently managing items not tracked as regular sales inventory, such as packing materials or special-order goods. This feature simplifies receiving and putaway for non-stock items directly within your WMS workflow.
Fulfill orders faster across related companies with intercompany drop-ship and returns. Drop-ship purchase orders directly to a sister company, allowing them to ship goods from their warehouse to your customer. By automating this process, you eliminate manual data entry, reduce fulfillment errors, and streamline cross-company transactions, resulting in lower shipping costs and happier customers.
Speed up inventory lookups with full-text search, using token-based indexing for instant and accurate results in high-volume environments. Boost productivity by helping teams quickly find what they need across sales and purchasing workflows.
Optimize efficiency by automating the integration of Amazon settlement reports into your bank transaction workflow. Remove the burden of manual data entry, accelerate reconciliation processes, and achieve full visibility into Amazon’s fee structures and payment cycles—empowering more productive operations.
Experience smoother connectivity between Shopify and Acumatica. Import Shopify draft orders as sales quotes, sync payment terms and tax categories for B2B consistency, and leverage faster data synchronization thanks to the transition to GraphQL, a modern query language that accelerates reliable, accurate commerce operations.
Manage inventory precisely across all your sales channels. BigCommerce's multi-location inventory lets you synchronize stock quantities from Acumatica ERP to specific BigCommerce locations, ensuring real-time accuracy for each warehouse and pickup point. Connect your fulfillment network to scale efficiently and enhance the customer experience.
MANUFACTURING
Plant managers, schedulers, and customer service teams can quickly spot delays, track dependent child order progress, and make informed decisions with a unified view of linked production orders.
Enhance compliance and find products with ease with detailed attributes for manufactured lot- and serial-tracked items. Capture essential product details as you complete finished goods and issue materials, ensuring traceability from raw materials to final products. Track unit-level attributes to maintain quality standards, locate products using specific attributes, meet regulatory requirements, and respond promptly to recalls.
Use AI-driven anomaly detection to quickly spot cost and efficiency outliers before they affect your operations. Automatically analyze material costs, labor time, production totals, and employee efficiency to catch issues early, improve decision-making, and keep your manufacturing performance on track.
We’ve reimagined a cost rollup experience that eliminates confusion, reduces manual effort, and puts you in control of your cost management process. We’ve separated cost calculations from cost updates, giving you a transparent and flexible way to generate, analyze, and schedule rollups across your manufacturing environment.
Unify your manufacturing inventory transactions in a single, streamlined release process for improved traceability and reduced manual intervention. The new Production Transactions form enhances traceability and auditability by consolidating inventory, journal, and cost transaction details in a single view.
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