Polaris Business Solutions

Loan Management Preferences in AcuLoan

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The AcuLoan system has several different Loan Management Preferences that are set up during the implementation phase. These preferences allow for a more custom system. Users can see numbering settings, write-off parameters, collection information, loan preferences, and taxation of the preferences screen from the AcuLoan dashboard.

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Loan Book Dashboard Overview

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Like Acumatica, AcuLoan has its own dashboard that can be configured to best fit your needs. This dashboard is configured and designed the same as any other dashboard in Acumatica using the design feature along the top right-hand side of the screen (you can see this in the screenshot above). The AcuLoan dashboard is called the Loan Book Overview.

In the photo below, users will see what the Loan Book Overview dashboard looks like and what tiles are and graphs are available to configure.

On the Loan Book Overview Dashboard, there are several configurable tiles. These help users to see an overview of their loans and accounts in AcuLoan. In this specific dashboard view you can see several things:
• Total Book Value
• Advanced Payments Disbursed
• Receipts Payments Received
• Different Trends – deal size and capitalized interest
• Actual vs. Budget – Income
• View of Certain Loans

There are several other items that can be included on a dashboard for AcuLoan. These tiles and graphs have many customization options. The colors can be changed as well as the thresholds which prompt the tile to “alert.” Dashboards in the AcuLoan program from Acumatica are a great way to get an overview of what is happening in the system. These dashboards can be configured one time for multiple users to see.

If you think you could use a dashboard like this for your loan data, please contact Polaris Business Solutions; info@polaris-business.com.

Endless Acumatica

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Acumatica is so much more than just an ERP. There is so much that goes into it and so much that you can utilize. When we talk about Acumatica, we aren’t just talking about the CRM or any other part of the software, we are talking about Acumatica’s business as a whole. Acumatica really values customers and spends a large amount of time putting in the effort to make sure that each customer gets what they need and how they need it.

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Loan Classes and Reporting Groups | AcuLoan

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AcuLoan has the ability to create loan classes and report groups. These two categories will allow users to organize the loans and assist with reports. Below is a brief overview of both loan classes and reporting groups.

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1. Acumatica 2022 R1 New Feature: Improvements to Project Quoting

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In the new release of Acumatica 2022 R1, the system has enhanced the project quoting functionality. The steps to create a project quote have been minimized and users now have the availability to create quotes for multiple related customers. The Projects Quotes (PM304500) screen has been enhanced for a better experience.

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New Feature for Finance Improvements to Recognition of AP Documents

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In the latest release of Acumatica 2022 R1, there have been several updates to the recognition of AP documents including resubmitting, searching for a vendor, and mass processing.

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Acumatica 2022 R1 Feature Review: Pro Forma Invoices

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Acumatica 2022 R1 has been released and there are several new features to highlight for each edition of the project. To continue with the projects/construction edition, there are a few changes to note about the Pro Forma Invoices Form (PM307000). See the below screenshot and notes with information regarding the changes.

On this form, there are several new columns that have been added. Each of these columns are pulling data in from the Related Revenue Budget Line of the project on the Revenue Budget tab of the Projects Form (PM301000).

· Revised Budget Quantity: revised budget quantity of the line
· Actual Quantity: actual quantity of the line
· Previously Invoiced Quantity: the running total of the Quantity to Invoice column on this tab
· Quantity to Invoice: billing quantity
· UOM: Unit of measure for the project
· Unit Price: Unit price
· Progress Billing Base: Basis of project billing

Acumatica 2022 R1 New Feature for Projects and Construction

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Changes to the Projects Form

In previous versions of Acumatica, projects billed by progress could only be billed in the revenue that was in the budget lines. With the newest release of Acumatica 2022 R1, billing can now be done in both quantity and amount for the project. These changes are done in the project’s form. In the following sections, we will review these changes.

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Creating a loan account in AcuLoan

Aculoan Blog

AcuLoan is a complete loan management and information software program designed to work completely within the Acumatica platform. AcuLoan allows you to house the loan profile in the system while managing the transactions. See below for steps on creating a loan within the system.

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Acumatica Editions

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Acumatica Cloud ERP breaks down into five editions to make a more tailored and industry specific package for each customer that uses the product. The editions are as follows:

• Manufacturing Edition
• Retail-Commerce Edition
• Distribution Edition
• Construction Edition
• General Business Edition

The Manufacturing Edition is a multi-site cloud manufacturing control and planning system. It breaks down into two suites: the Advanced Finance Suite and the Distribution Suite. To further break down the edition, Acumatica has tailored the product to customers with Advanced Financials and the Standard Manufacturing Editions. Each of these tailored editions makes the product a better fit for each customer that is using Acumatica.

Acumatica’s Retail-Commerce Edition allows you to manage omnichannel orders, the picking-packing-shipping process, customer support, inventory, returns, and accounting. This edition has the Advanced Financials and Distribution Suite.

The Distribution Edition allows customers to manage inventory, streamline sales orders, enhance purchasing, calculate true costs, and automate cross-company transactions. The Distribution Edition is a great solution for wholesale distributors. It has two suites: the Finance Suite and the Distribution Suite.

The Acumatica Construction Edition has streamlined project management, powerful financials and reporting, integrated payroll, inventory, service management, and comprehensive job cost accounting. This edition has the Advanced Financial Suite and the Distribution Suite created for Acumatica.

The last edition Acumatica has is the General Business Edition. It helps customers cohesively use Financials, CRM, Project Accounting, and Reporting all in one place. It allows a business to focus on growing while using one ERP system. This is true for all the editions; it makes accounting that much easier.

To learn more about Acumatica’s Editions reach out to us at info@polaris-business.com