Polaris Business Solutions

ERP Today Live! with John Case

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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.

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Construction Industry

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Acumatica is an ERP software that can suit the needs of many different industries and companies. The main industries that Acumatica serves are Construction, Manufacturing, Distribution, Retail, and General Business. Within Acumatica, the platform can be configured in many different ways to work specifically for each industry.

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Why use LeaseQuery as an Integration?

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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.

Loan Book Dashboard Overview

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Like Acumatica, AcuLoan has its own dashboard that can be configured to best fit your needs. This dashboard is configured and designed the same as any other dashboard in Acumatica using the design feature along the top right-hand side of the screen (you can see this in the screenshot above). The AcuLoan dashboard is called the Loan Book Overview.

In the photo below, users will see what the Loan Book Overview dashboard looks like and what tiles are and graphs are available to configure.

On the Loan Book Overview Dashboard, there are several configurable tiles. These help users to see an overview of their loans and accounts in AcuLoan. In this specific dashboard view you can see several things:
• Total Book Value
• Advanced Payments Disbursed
• Receipts Payments Received
• Different Trends – deal size and capitalized interest
• Actual vs. Budget – Income
• View of Certain Loans

There are several other items that can be included on a dashboard for AcuLoan. These tiles and graphs have many customization options. The colors can be changed as well as the thresholds which prompt the tile to “alert.” Dashboards in the AcuLoan program from Acumatica are a great way to get an overview of what is happening in the system. These dashboards can be configured one time for multiple users to see.

If you think you could use a dashboard like this for your loan data, please contact Polaris Business Solutions; info@polaris-business.com.

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.

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Loan Classes and Reporting Groups | AcuLoan

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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.

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Acumatica 2022 R1 New Feature: Improvements to Project Quoting

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In the new release of Acumatica 2022 R1, the system has enhanced the project quoting functionality. The steps to create a project quote have been minimized and users now have the availability to create quotes for multiple related customers. The Projects Quotes (PM304500) screen has been enhanced for a better experience.

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What is Lease Accounting Software? | LeaseQuery

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Lease accounting is the process by which businesses record the financial impact of agreements to rent or finance the rights to use specific assets, also known as leasing. The reporting standards for lease accounting are maintained by the Financial Accounting Standards Board (FASB) in the United States, the International Accounting Standards Board (IASB) internationally, and the Governmental Accounting Standards Board (GASB) for state and local entities in the United States.

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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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