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6 Reasons to Upgrade to Acumatica 2018 R1

The Acumatica 2018 R1 release is available and shouldn’t be ignored by current Acumatica users. There’s a lot to be excited about in this new release that makes upgrading worthwhile. Here are the top 5 reasons you should look to upgrade:

3 Updates to Enhance Your Usability

  • The notification triggers in this version have been enhanced, helping you stay proactive by enabling you to send email notifications whenever account data is updated or conditions that you’ve predefined have been met.
  • The improved generic inquiries capability provides an easier means of extracting specific data, filtering it, and presenting it for reporting and analysis.
  • Get your data at a glance wherever your business may take you with the ability to easily configure and display any dashboard elements within your mobile applications.

 

Fine Tuned Financials

You can now track financials for organizations and subsidiaries requiring inter-company accounting while being able to distinguish between companies, branches, and departments by defining separate legal entities with separate tax reporting requirements and independent balances sheets. You can also split a transaction amount so that you can transfer portions to other branches, accounts, or subaccounts during reclassification.

 

Flexible Sales Management with CRM Enhancements

With the new flexible opportunity quote tracking, you can create multiple quotes for a single opportunity. Corresponding sales orders and invoices can be created once the customer accepts one of the quotes.

If you’re using Salesforce, you’ll notice an enhanced integration, enabling you to choose to export a number of entities based on predefined scenarios.

 

Progressive Project Accounting Abilities

Respond with more agility to customer and internal change requests while getting better control over changes to your project scope. Now, you’ll be able to define the workflow and approval process so that you can create a change order with all necessary project-related documentation while retaining full visibility into the project and complete audit trail control.

Enhancements have been made to the progress billing and pro forma invoice functionality that was released in 2017 R2. They now support time and material, tasks, cost codes, and, for the construction industry, retainage.

 

Smarter, Streamlined Field Service

The field service capabilities have been extended for both your reps in the field and your billing in the office. Get real-time GPS tracking of your field staff so that your dispatcher will be able to schedule resources to high priority services calls based on their location and availability. With new tools to standardize your service contract billing by defining the services covered within a billing period based on the number of appointments or hours, standard fees, and overage prices. Once the defined billing period concludes, the customer will be invoiced for the covered and overage amounts.

 

Keep Your Finger On the Pulse of Your Platform

Based on the fact that Acumatica is licensed by resource levels (database space allocated, number of transactions, number of requests per hour for the web services API), your system administrators need to be aware of your resource utilization to ensure that you aren’t exceeding your limits and negatively impacting system performance. Now they can view resource limits associated with your license, see resource violation warnings and drill down for more information, and monitor real-time resource utilization.

 

These 6 key enhancement areas represent a tremendous advantage to users who take advantage of the new functionality. If you’re ready to start reaping these benefits by upgrading your Acumatica system to the 2018 R1 release, let us know!

 

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