business functionality
Financial Management
General Ledger...
General Ledger (GL) is the central repository for your financial information, including chart of accounts, financial periods, ledgers, and allocations. Because GL is fully integrated with the entire Acumatica system, you can make entries in other modules and post them to GL.
Cash Management
Manage all your cash needs from one place. Cash Management automatically collects all cash account transactions from General Ledger, Accounts Payable, and Accounts Receivable. It provides real-time reports with summarized views that let you drill down to account details.
Inter-Company
Track financials and create reports for an unlimited number of related companies within your organization. Related companies with the same charts of accounts, financial periods, and currencies benefit from real-time consolidation reports. Intercompany transactions are automatically calculated between related companies for both financial and inventory-related transactions. This automation allows you to manage centralized bill payment seamlessly, share customers, and automate intercompany journal transactions and intercompany goods transfers.
Contract Management
Some contracts may include services that your company provides—such as cable TV service, Internet access, or web account hosting—to customers during a specified period of time. Other contracts may contain service agreements to maintain and repair a product during the warranty period of the manufacturer or after it has expired.
Accounts Payable...
Manage vendor invoices, automate payment processing, predict cash requirements, track vendor balances, optimize available discounts, and deliver vendor reports.
Currency Manager
Save time managing international subsidiaries and operations. Currency Management automatically computes realized and unrealized gains and losses, performs account revaluations, and translates financial statements. Operations in multiple currencies become available through all Acumatica financial modules.
Tax Management
Configure, collect, manage, and report tax. Tax Management is integrated with other financial modules to centralize tax information and generate required tax filing reports.
Deferred Revenue
Automate deferred revenue calculations by assigning a schedule to any affected transaction line item or inventory component. Accurately implement and account for deferred revenues and deferred expenses by integrating with other financial modules.
Accounts Receivable...
With the Accounts Receivable (AR) module, you can generate invoices, send statements, collect and apply payments, verify balances, track commissions, and deliver customer reports. Get comprehensive reporting that’s accessible anywhere, any time.
Bank Feeds
Connect Acumatica to more than 14,000 financial institutions. Schedule bank transaction imports to Acumatica. Link savings, checking, and corporate credit card accounts to cash and expense accounts inside Acumatica. Eliminate manual reconciliation and matching with default settings, artificial intelligence, and machine learning.
Fixed Assets
Maintain complete visibility of your fixed assets and depreciation calculations. Fixed Asset Management maintains depreciation schedules for assets that you own, rent, or lease, and it is fully integrated with all other financial modules. You can add fixed assets directly from AP purchases, import them, or add them individually. Manage fixed assets under construction. Track tax and reporting scenarios independent of general ledger postings.
Order Management
Purchase Order
Acumatica Purchase Order Management helps reduce costs and improves vendor relationships by automating and centralizing global purchasing processes. Streamline procurement processes to ensure a steady supply of materials while enforcing policy and process controls.
Requisition
Automate the way you gather requests, obtain vendor bids, create and approve quotes, manage purchases, and fulfill orders for internal or external clients. Eliminate paperwork while providing your sales, service, shipping, receiving, management, and other departments with greater visibility. Requisition Management integrates with Acumatica Purchase Order Management, Inventory Management, Project Accounting, Service Management, Sales Order Management, Acumatica Construction Edition, and Accounts Payable.
Sales
Centrally manage sales activities such as entering quotes, fulfilling sales orders, creating shipments, tracking prices, applying discounts, and checking available inventory. Give your sales and service departments real-time data to improve their customer service.
Inventory Management
Inventory
Control inventory across warehouse locations. Use powerful replenishment logic for automated orders. Simplify item and inventory management with features designed to flex to how you manage your warehouse and distribution center.
Warehouse
Preprinted smart scan sheets allow warehouse workers to perform all necessary system interactions with just a scanner—a handy feature for those who must wear gloves. For example, scan sheets include commands such as complete shipment, next/previous box, and remove item. Audible and visual indicators and warnings provide immediate feedback when incorrect items or more units than purchased are scanned.
Project Accounting and Management
Project Accounting
Acumatica Project Accounting is ideal for professional services organizations such as engineering and construction firms, marketing companies, consultants, and law firms. Project Accounting software integrates with Acumatica General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Sales Order Management, Purchase Order Management, Inventory Management, and more.
Time Management
Capture time from any device. Route time entries to supervisors for approval. Time Management is essential for project accounting, construction, service management, and payroll. Integrate Time Management with external Human Resource applications.
Expense Management
Advanced Expense Management automatically creates expense receipts from new credit card transactions. Remind employees to submit scanned receipts via their mobile device with email or text message push notifications. This process significantly reduces the time spent chasing down receipts and improves expense accuracy for accounting and project costing and billing.
Production Management
Advanced Planning
Acumatica Manufacturing Edition’s Advanced Planning and Scheduling (APS) allows manufacturers to consistently and cost-effectively meet customer demands by setting accurate and reliable delivery dates based on finite resource availability. Optimize manufacturing production by managing resource constraints, including materials, production capacity, process sequences, tooling, and facility schedules.
Production Mgt
Create production orders from bill of material and routing standards. Release and schedule production orders. Track materials and labor costs for work in process (WIP) with detailed cost analysis reports, inquiries, and dashboards.
Product Configurator
Create unique manufactured parts with bill of materials and routings using the rules-based Product Configurator. Flexible configuration rules calculate components and pricing.
BOM Routing
The Bill of Material (BOM)/Routing module, part of the Acumatica Manufacturing Edition, creates production specifications and is the framework for the planning functionality in all Acumatica Manufacturing Edition modules. Maintenance of the BOM/Routing information is performed through a single screen.
Material Requirements
Generate time-phased manufacturing and purchasing plans for optimal inventory availability tied to forecast and customer demands. Reduce inventory, improve customer service, and avoid shortages and stock-out scenarios that result in costly changeovers and rush orders.
Engineering Change
Engineering Change Control (ECC) is an essential requirement for maintaining control of manufacturing master data in a rapidly changing world. In an ever-changing or heavily regulated manufacturing company, ECC monitors the process of changing a bill of material and routing with built-in approvals workflow.
Data Collection
Print barcoded reports and labels to scan material movement and labor transactions directly from the shop floor in real-time. Automated data capture improves data accuracy eliminating the need for manual, after-the-fact data entry for shop floor transactions.
Estimation
Gain the flexibility to create detailed manufacturing estimates quickly. With the Estimating module, part of the Acumatica Manufacturing Edition, you can improve the accuracy and turnaround times of all your manufacturing estimates. This solution takes into account every aspect of estimating, including material, overhead, labor, and other miscellaneous costs.
Customer Relationship Management
CRM
Acumatica Customer Management includes customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
Customer Portal
Acumatica Customer Portals, part of the Customer Management Suite, enable you to create a customer portal experience to help you work and communicate with customers more efficiently.
Equipment Maintenance and Service
Equipment Maintenance
The Equipment Management application extends Service Management capabilities to record the history of customer-owned or company-owned equipment. Avoid mischarges and objections by establishing warranty offers for equipment or components. Keep track of serial numbers, define default vendors, and track sale and installation dates for each component.
Service Maintenance
The Service Management application provides contract management, appointment schedules, and a full-featured mobile application for service-driven businesses, wholesale distributors, construction companies, and manufacturers for deliveries, installation, or remote service operations. Seamless integration to inventory, purchasing, and projects provides service organizations with everything they need to grow their business
Online Store and Point of Sale
Big Commerce
Automate synchronization of sales orders, stock allocations, and promise dates from BigCommerce to Acumatica order management, inventory, financial, and CRM modules. Manage the entire customer lifecycle inside BigCommerce’s cloud-based platform with native connectivity to Acumatica applications.
Point Of Sale
Acumatica Point of Sale is designed for wholesale distributors, manufacturers, and retail businesses that want a single system to manage all sales transactions, including retail and counter sales. Process point of sale transactions with rapid order entry, real-time inventory, and cash register reconciliation. Use barcodes with integrated POS hardware and credit card terminals to automate point of sale transactions.
Shopify
Automate synchronization of sales orders, stock allocations, and promise dates from Shopify to Acumatica order management, inventory, financial, and CRM modules. Manage the entire customer lifecycle inside Shopify’s platform with native connectivity to Acumatica applications.
Payroll and Human Resource
Payroll
All component types (earnings, deductions, fringe benefits, etc.) are linked to tax codes. No need to define how earnings types must work and whether they should be taxed or not. Limitless and configurable workflow steps cater for online approval of all transactions in real-time while housing document attachments too
Human Resource
Manage your staff throughout the complete employee life cycle. From recruitment, position management, performance management, succession and talent management to learning and skills development including important employee file and document history
Employee Self-Service
Functionality allows users to apply, capture, view, authorize and initiate tasks with workflow approvals. No more paper payslips or leave applications with manual processing. All transactions are done online with workflow approval.
Reporting and Analytics
Report Design
Reports can be tailored to meet the information needs of all roles and people in your organization. Reports are delivered in real-time and specific data can be restricted to authorized users as needed.
ARM
Acumatica's Analytical Reporting Manager (ARM) enables free-form report creation utilizing rows, columns, and units. These are merged to generate reports like the Balance Sheet, Income Statement, Cashflow, Budget-Actual, allowing you to be report presentation compliance of any kind.
Business Analytics
Acumatica's user interface enables users to design dashboards with little or no training to deliver real-time information customized for their needs. Users can also customize a "home" dashboard as well as a dashboard for each different module.