Polaris Business Solutions

Users of AcuLoan

AcuLoan Logo

AcuLoan is a complete loan management and information software program designed to work fully within the Acumatica platform. The all-in-one loan management tool has several components that make it a great fit for several different types of loans and companies.  [...]

ERP Today Live! with John Case

john case

In early August, Acumatica CEO John Case interviewed with ERP Today Live! to discuss his first six months with Acumatica, the state of the company, and how Acumatica is progressing. [...]

Designing an Acumatica Dashboard

Dashboards Blog

Dashboards in Acumatica are a great way for users to see an overview of the data in the system. Dashboards are the main screens users see when they log into their Acumatica system and are configured to each user, making the data very customizable for each department and role.

[...]

Why use LeaseQuery as an Integration?

Screenshot 2022-07-14 171645

LeaseQuery integrates with several Cloud ERP systems as it is one of the best-certified lease accounting vendors. For Acumatica, the platform creates a smooth transition between the general ledger and the accounting software.

Below are some more benefits of integration of LeaseQuery to a Cloud ERP system:

  • Automate journal entries to the general ledger
  • Automate accounts payable processes for leased assets
  • Maximize a user’s time spent in their ERP, improving user experience and efficiency
  • Eliminate human error by using the integration to post journal entries
  • Push lease accounting data into ERP to ease the lease accounting transition and simplify the long-term management of a business’ leased asset portfolio
  • Streamline workflow to create time for additional projects

If you think your business could benefit from the LeaseQuery Integration, please contact Polaris Business Solutions; infor@polaris-business.com.

Simplify Complex Accounting with LeaseQuery

LeaseQuery Logo-Tagline-Color-HighRes (1)

LeaseQuery is an industry leading accounting software that is known to simplify the complexities of lease accounting. Thousands of organizations use this software for their lease accounting processes and LeaseQuery has become the number one rated cloud-based, CPA-approved solution. This integration allows users to minimize risk, increase efficiency, and discover critical financial insights across your organization.

See below for some of the major benefits of the LeaseQuery software:

  • Faster month-end and year-end close process
  • SOC Report and AUP Engagement issued by a Big 4 public accounting firm
  • Savings and insights from your lease contracts
  • Critical date reminders
  • Accurate AP reports
  • Central repository with easy document retrieval
  • Journal entries available with one click
  • Consolidated disclosure and compliance reports
  • Audit trail and lease change reporting
  • Role-based access

Endless Acumatica

Acumatica Logo

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.

[...]

LeaseQuery Makes Your Life Easier

LeaseQuery Logo-Tagline-Color-HighRes (1)

At Polaris Business Solutions, we strive to work with the best products available for our customers. As part of this initiative, we have entered into a new partnership with a market leader for lease accounting, LeaseQuery. We know that deadlines for the new lease accounting standards are changing quickly! LeaseQuery’s main mission is to simplify lease accounting complexities and break down the accounting process for its users.

Adopting the new rules while staying within certain standards can take a lot of time. Using a lease accounting software designed for managing the lease process can save time and resources.

If you think LeaseQuery is a product your business is interested in, please contact Polaris Business Solutions; info@polaris-business.com

Loan Classes and Reporting Groups | AcuLoan

Acu1
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.

[...]

Acumatica 2022 R1 Feature Review: Pro Forma Invoices

2022 R1 Feature 2

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

Acu Blog 49A

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.

[...]