Polaris Business Solutions

AcuLoan integration with Acumatica

 

Aculoan

AcuLoan is a complete loan management and information software program designed to work fully within the Acumatica platform. The types of finance loans that AcuLoan is designed to handle are finance agreements, student loans, buy now pay later, and so much more.

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Acumatica Summit 2022 Overview

Summit Blog 2022

We are finally back from the annual Acumatica Summit. Over 1,800 people were gathered at the Wynn Las Vegas to see how the world’s fastest growing cloud ERP system continues its advancement.

With Day 1 came a lot of emphasis on customers, growth, and agility. The keynote session with Acumatica CEO Jon Roskill focused on showing how Acumatica has an ecosystem mentality for its growth. This ecosystem includes developers, Independent Software Vendors (ISVs), Valued Acumatica Resellers (VARs), OEMs, and of course the customers and community. Also, it has three focuses: Integration, Extensibility, and Vertical Application.

There were also three announcements made:
– Acumatica is going after a new vertical with the implementation of a Property Management Module.
– Acumatica Document Cloud will make the integration with Adobe that much smoother.
– Autodesk integration with model viewer embedded into Acumatica.

Acumatica is focused on aligning with customer needs, the democratization of tech, innovation, and growth. Jon Roskill left us with a final statement, “Thank you for trusting Acumatica.”

On day 2 we were formally introduced to Acumatica 2022 R1. Presenters started strong talking about community focus and emphasizing once more about how the customers are what makes this product what it is. They listen to what they want, and they work on building solutions that will work for the customers.

2022 R1 focuses on 3 main ideas: Working smarter on the go, unlocking global markets, and going broader and deeper with industry-leading capabilities. Some of the integrations in R1 include UiPath Connectors, where customers can easily automate repetitive tasks. Another integration is an Amazon Connector integration for those who sell on Amazon.

Acumatica focuses on enhancing the user experience and making sure they are always staying current in a fast-paced technology world. With updates to its mobile app, machine learning, and artificial intelligence, Acumatica is proving its dedication to its customers.

Summit 2023 was announced towards the end of the Day 2 keynote. We hope to see you next year at the Wynn in Las Vegas from January 29 to February 3rd! There is so much more to talk about, to hear more about Summit and new things coming to Acumatica, email info@polaris-business.com and we can give you a more in-depth breakdown.

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.

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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

Acumatica 2021R2

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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