Polaris Business Solutions

Appointment Scheduling in Acumatica with 2022 R2

Appointment Blog

Acumatica has the ability to integrate with several different ISVs, including those that help with the scheduling of service appointments. These add-ons to Acumatica are a great way to enhance the use of Acumatica. With the release of Acumatica 2022 R2, appointment scheduling has been enhanced and the functionality has been optimized.

The new release has some essential features that help to enhance how Acumatica can work for scheduling appointments. Acumatica now has the ability to consider a staff member’s skills and abilities when they are being assigned to an appointment. When a user runs the process for scheduling an appointment a new form titled Optimize Appointment Scheduling has more information with specific users skills. The system will then allow a user to assign a staff member to a job based on the skills they hold, not just based on their calendar availability.

Above is a screenshot of the new form used to manage schedule optimization based on skills.

There are a few things that have to be selected to ensure this form is filled out properly:

  • The type must be selected
  • The branch, location, and date have to be selected for the appointment
  • The checkbox labeled “consider skills” must be checked to ensure skills are taken into consideration

If you think your company could benefit from the new appointment optimization in Acumatica, please reach out to Polaris Business Solutions at info@polaris-business.com.

Mobile enhancements across multiple workspaces | Acumatica2022 R2

2022

Acumatica has a mobile app that allows users to see many of the same features as they can on their browsers. Included with the update to Acumatica in 2022 R2, there have been several enhancements and additions to the mobile platform. Here is a brief overview of some of these:

  • Field Services: On the mobile application for the Field Services module, the appointments screen now shows the invoice total which can also be drilled down further. The totals tab shows even more information about appointment billing and invoicing amounts.
  • Finance: With the new release of Acumatica, users have the ability with the proper access rights to do now review a list of GL transactions with the pending status, approve or reject a transaction on the Approvals screen, and use the Journal transactions screen to review transactions. These new screens are visible in the mobile application of Acumatica.
  • Mobile Functionality: The mobile application of Acumatica is connected to a user’s instance of Acumatica online, the web-based platform. On the mobile app, users can now choose to see key performance indicators, workspaces, and favorite screens. Users have the ability to edit the main screen of their mobile app to best suit their needs. This includes matching the mobile app to company colors, logo, and exactly how the browser-based system looks with the same sign-on screen, main menu, and workspaces.
  • Payroll: In the new release, there is a payroll workspace. Users will be able to see a paystubs menu. On this menu, the system shows the payment date, net pay amount, payment type, and ID.

 

To see these new mobile features in action, reach out to Polaris Business Solutions for more information. Our email address is info@polaris-business.com

2022 R2: Improved Processing of Batch Payments

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Finance: Improved Processing of Batch Payments

In previous versions of Acumatica, the batch could be exported to a file that would then be sent to the bank after the release of a batch payment. If there was a rejected payment, the user had to void all of the payments and create new payments that excluded the rejected payment. In the new release of Acumatica 2022 R2, there have been several updates to help with the process of releasing batch payments:

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2022 R2: Tracking Project Progress by Unit

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Before the release of Acumatica’s newest version, users of the construction edition did not have the ability to track a project by units used or installed. With the release of 2022 R2, construction edition users will be able to capture project activities on a unit level and track project progress through a new document: a progress worksheet. There have also been changes to the daily field report that affect the tracking of project productivity.

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Acumatica 2022 R2: Approval of GL Transactions

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Many companies require the approval of GL transactions before they are posted to the ledger. In the new release of 2022 R2 of Acumatica, it is now possible to only release and post transactions to the GL after the appropriate person has approved them. In the system, users can assign an approver based on an approval map. This map is defined and the transaction is approved once the approval follows the map. The conditions of approval can be the amount, date, or other items the user would like to set up the map. There can be multi-level or sequential approval maps.

Only transactions directly from the general ledger are valid for approval. Administrators have access to configure rules as to who should be approving these transactions and when. These rules can be for single transactions or batches. This new feature of 2022 R2, Approval Workflow, is available once enabled on the Enable/Disable Features form.

On the Approval Maps Form the new Journal Transactions option has been added to the entity type in the header selection. With the option selected, an approval map can be created for journal transactions.

If this new feature is something your company is interested in, please reach out to Polaris Business Solutions; info@polaris-business.com.

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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Acumatica 2022 R1: Release Feature Overview

With the turn of a new year, Acumatica will be releasing new product features in its 2022R1 release. Acumatica’s new release is focused on working smart on the go, global capabilities, and leading the industry. Below is an overview of some of the features that will be included for the Acumatica platform and the mobile app:

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Visibility of Project Transactions in Projects and Construction

Blog 46.1

Now released in Acumatica 2021 R2, administrators can limit the visibility of employee information such as hourly wage, benefits, and other confidential data from those who are not supposed to see this data.

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