Polaris Business Solutions

Acumatica 2021 R2 New Feature Review: Multi-Currency for Expense Reports

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In the latest release of Acumatica 2021 R2, there can be multiple base currencies for both expense receipts and claims within the same tenant. This is a huge difference in comparison to previous versions of Acumatica where these had to be the same currency within the same tenant.   [...]

Top 5 Blogs: 2021

2021 Top 5

As the year draws to a close we take a look back at some of the blogs we posted. Here are our Top 5 Blog posts this year!

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Acumatica 2021 R2 New Feature Review: Business Events and Notification Templates for CRM

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New CRM Business Events have been delivered with Acumatica 2021 R2 that can alert users to changes in leads, contacts, accounts, or cases. These pre-defined templates in business events and notification templates mean you would not need to have a user with customizer rights to create them from scratch.

Now a System Administrator can simply activate the business event by checking the “Active” check box on the Business Events (SM302050) form. Email notifications have also been created and the related emails could include one record or multiple reports.

Some notifications will be sent on record change and some will be sent by a schedule. A system administrator will still need to create the schedule to turn on those Business Events.

Notifications can also be sent to a mobile device assuming the appropriate license is activated in Acumatica and the user is accepting Push Notifications.

Acumatica vs Dynamics SL: Mobile App

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I can remember getting my first cellular phone. I had just gotten a job as a consultant for a Dynamics SL (Solomon at that time) reseller and I was told I needed one so I could be reached by clients. The phone was small and clunky, but I could make phone calls and I soon realized it had another amazing feature – texting! Phones have changed a lot since then, but sadly I still can’t do much more on my phone with SL than I could on my first cell phone.

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Who is Acumatica?

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Who is Acumatica? A lot of the focus usually goes on what a company like this does or what it can provide. What makes Acumatica different from other companies is that it goes beyond just what services it provides.

Acumatica was founded in 2008 in the city of Bellevue, WA. The company quickly grew and received recognition almost right away. In 2009 on-premises and SaaS software versions were released and then in 2010 distribution software came into play. Shortly after they were beginning to receive awards, and the company that you know today, was getting a name for itself. Acumatica is currently the fastest-growing Cloud ERP Company with offices all over the world in countries like Thailand, South Africa, and the UK.

The founders of Acumatica are Mike Chtchelkinogov and Solomon Software co-founders Serguei Beloussov and John Howell. Jon Roskill, the CEO of the company pushes the company to provide, and to grow. This means for each person in the company, and for each customer of the company.

Some of the recognition Acumatica has received dates back to 2012 when the company was named a Top 100 Global Finalist by Red Herring, and later on also being first in the Top 20 Coolest Cloud Vendors by CRN. Acumatica has been the best software publisher that we have worked with. They go above and beyond to meet needs, exceed expectations, and dive headfirst into the technological advancements in our time. We trust Acumatica and know that they are a company that will continue to succeed.

Acumatica 2021 R2 New Feature Review: Visibility of Project Transactions

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With Acumatica 2021 R2 we can now limit the visibility of certain account groups to a group of users. This means we can limit users’ ability to drill down into a labor account group so they can’t see other employees’ hourly rates and wages. Other users may have different rights that would allow them to drill down and see this information.

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Acumatica 2021 R2 Overview

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Last week Acumatica had its launch event for 2021 R2. This is the second software update in their biannual product update. Here are some key features:

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Acumatica 2021 R1 New Feature Highlight: Company Groups

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In previous versions of Acumatica, you could restrict access to a customer or vendor record to a selected branch or company. But, sometimes you may have multiple related companies that may need access to that customer or vendor. In 2021 R1 Acumatica introduced “Company Groups” to resolve this.

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Acumatica vs Dynamics SL: General Ledger / Finance

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The General Ledger is the central accounting module of any ERP, so when comparing Acumatica with Dynamics SL you want to make sure you can reconcile, report and drill down into the transactions with ease. In this blog, we explore the functionality of Acumatica’s Finance module with Dynamics SL’s General Ledger module.

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Recap of Acumatica Summit 2021

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And just like that, another Acumatica Summit in the books. Even Acumatica agrees that after the year we all just endured, it feels surreal that Summit 2021 happened, and without a hitch may I add. This year’s summit focused on enhancing and giving the customer and partners what they want. The customers have spoken, and they sure did listen.   [...]