Polaris Predictions for 2024 and Beyond
As we get ready to jump into 2024, there are many new technology trends starting to evolve, especially with ERP solutions. ERP solutions have started to become the main source of operations for both large and small business, with connected suites of many different departments. ERPs can help to streamline processes across your entire company.
Dynamics SL CU11 Update
Although Dynamics SL will be sunsetting in 2024, there was a new release in December of 2024.These features are available for download if you are a Dynamics SL user and are interested in seeing how these may benefit your company. A few new features to note in the new release are explained below:
Top Five Blogs of 2023
Here is the roundup of the Top Five Blogs on our website for the Year 2023!
Our website contains a great deal of knowledge about Acumatica, Dynamics SL, and many other topics pertaining to ERP and Accounting Systems. With many of these blogs focusing on Acumatica, they contain comprehensive insights, industry best practices, and invaluable tips and tricks surrounding Acumatica’s innovative cloud ERP solutions. From optimizing workflows to harnessing the power of data analytics, these blogs provide a roadmap for success in streamlining business operations.
Football and ERPs
Have you even wondered if football and your accounting solution have any similarities? Comparing football to an ERP like Acumatica involves drawing analogies between two vastly different concepts. Here are some comparisons to help you see how similar they really are:
Giving Thanks: How an ERP is the Perfect Feast
Thanksgiving is a time to express gratitude and appreciation for the blessings in our lives. When it comes to an Enterprise Resource Planning (ERP) system, there are several parallels that can be drawn between the essence of Thanksgiving and the benefits an ERP brings to a business: […]
Acumatica GL Anomaly Detection Function
Acumatica has many great features when it comes to using AI and Machine Learning. One of the features that was introduced in 2022 with updates in each new release of Acumatica is the GL Anomaly Detection Function. This function uses a machine learning algorithm to predict any errors in postings to the general ledger.
2023 R2 Increased Row-Level Security on Projects
In Acumatica 2023 R2, the row-level security functionality has been enhanced to include more features and functionality around projects and project visibility. Users with proper access will now be able to organize projects into specific groups to configure access in each group for users in that group.
Acumatica vs. Dynamics GP: Navigating the Future of ERP Solutions
In the world of Enterprise Resource Planning (ERP) solutions, businesses often find themselves at a crossroads when deciding which platform best suits their needs. Two names that frequently come up in these discussions are Acumatica and Dynamics GP (formerly known as Great Plains). Both have their strengths and weaknesses, but as time goes on, it becomes increasingly apparent that Dynamics GP may be a dying product. In this blog post, we’ll take a closer look at Acumatica and Dynamics GP, comparing their features and capabilities in today’s rapidly evolving ERP landscape.
2023 R2 Acumatica Payments Function
Acumatica Opportunity to Loan Account Creation
AcuLoan for Acumatica refers to a loan management solution specifically designed to integrate with the Acumatica enterprise resource planning (ERP) system. Acumatica is a cloud-based ERP platform that provides businesses with comprehensive financial, operational, and customer management capabilities.
Aculoan integrates with Acumatica’s CRM systems for a fully integrated accounting and customer relationship management software solution. Acumatica’s CRM has robust capabilities for housing contacts, leads, opportunities and creating marketing campaigns and lists.
Creating a loan account from an opportunity is simple in Acumatica. The opportunity holds information such as business account, contact, and estimated close date for the opportunity. The opportunity can go through various stages and can eventually become a won opportunity. The below photo shows the activity screen of the opportunity which can be created for tasks, calls, emails, or notes. All activities related to the opportunity are stored here in the activity tab. Any user with access to the opportunity would be able to view these related activities.
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Recent Posts
- Streamlining Project Billing with Acumatica ERP 2024 R2 November 20, 2024
- 2024 R2 Feature Update: Changes to Project Quote Statuses October 30, 2024
- 2024 R2 Feature Update: Enhances to Anomaly Detection October 30, 2024