Acumatica 08-Oct-2021

Acumatica 2021 R2: Exciting New Features

Acumatica 2021 R2 New Features

With the release of the new Acumatica edition, business owners are eager to implement the new features to scale their enterprises. Acumatica 2021 R2 presents a host of functionalities that can help you operate your company smoothly while improving its performance.

Whether you want to personalize it or manage your finances better, this system performs all these tasks. You also get to enjoy better visibility into your data, making better decisions.

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Below are the exciting new features coming to Acumatica 2021 R2:

1. Personalization Options

Your mid-market business presents unique needs compared to other entities. That's why Acumatica 2021 R2 brings you enhanced customization options. It allows you to adjust the solution to meet your customer's needs or according to industry and role.

The new release gives you a redesigned toolbar, easy setup, and fast access to menu commands. And if there are different form-specific commands, they are unified in a single menu and placed under descriptive categories. This helps you find a specific command without much struggle!

Launching a table widget in the dashboard is also more flexible as you can sort the rows by values. The solution allows you to adjust the data in the rows and columns, giving you a personalized view to take action quickly.

2. Enhanced Financial Management

Financial management is a crucial part of any ERP system, and Acumatica 2021 R2 makes it even better with the following enhancements:

Open Balances

Unlike the previous version, this edition allows you to apply a customer refund that was released and opened to a sales order or payment. Once you create a customer refund, the status changes to open, the GL transaction is posted, and you can apply it partially or fully to prepayment, credit memo, or payment.

Matching Bank Transactions to Multiple Documents

In the past, you could only match a bank transaction to one document. This has been limiting companies, especially when they have one transaction that involves different documents.

Thanks to Acumatica 2021 R2, it makes bank reconciliation for businesses much easier with the option to match a transaction with different documents.

Cash Transactions with Tax Support

Previous versions of this software could not allow for taxable cash entries creation. However, with the Acumatica 2021 R2, you can have a cash transaction with single or multiple taxes that are manually or automatically applied.

Enhanced Support for Different Currencies

Acumatica 2021 R2 allows you to implement different entities with multiple companies in the same tenant. The previous versions never allowed companies from the same tenant to use different currencies.

3. CRM Improvements

Acumatica 2021 R2 gives a boost to the CRM component with new capabilities. For example, you get a new layout of opportunities and sales quotes with all tabs optimized to fit your PC's screen. Hence, you get a good view of every data and experience improved usability.

The new enhancement also allows for synchronization and overriding of data, developing, and viewing data across multiple entities. You can navigate related CRM entities like invoices, sales quotes, and opportunities.

Other features you get to leverage include:

CRM Business Events

The new CRM business events functionality shows you notifications and emails related to opportunities, accounts, and cases.

Workflow for Sales Quotes

The workflow for sales quotes has received enhancements to make the process easier and more transparent. Besides the toolbar improvement, transitions of the states get implemented by the menu commands.

Anytime you execute the commands, the solution automatically updates the changes to the current state, giving you a detailed view of where it stands at.

4. eCommerce Updates

Acumatica 2021 R2 has introduced more improvements to ecommerce with a host of industry-focused functionality. These capabilities are compatible with popular platforms, and you get to enjoy the following enhancements:

  • - Reinforcement for gift wrapping orders.
  • - Imported orders get net and gross tax computation modes.
  • - Predefined synchronization schedules that automate and make data exchange simple between the ERP and an external ecommerce platform.
  • - Map metafields to Acumatica ERP.
  • - Special instructions that help you improve your customer's experience and build brand loyalty.

5.  Payroll Dashboards

The Acumatica 2021 R2 offers you new dashboards that combine data to optimize visibility in your performance indicators, charts, and metrics through:

Payroll Personal View

This dashboard shows employees their personal information about their previous payments, whether PTO hours are available, and income and deductions.Payroll Operational View

The payroll operational view helps you see the current payment period situation of a specific group or all groups simultaneously. You can also assess whether the payroll processing is complete.

Payroll Executive View

Keeping executives and editors informed is crucial for your business's success. That's why Acumatica 2021 R2 offers you the payroll executive view dashboard to present the payroll information for the current business year.

These dashboards make it easy to evaluate payments to make the necessary adjustments for efficient business operation.

6. Other Notable Features

Below are more features that Acumatica 2021 R2 brings in order management, manufacturing, among other fields:

Related Items: This element in order management facilitates up-sales, cross-sales, and substitution for all items (stock and non-stock).

Paperless Picking: Warehouse management has been made easier with the pick-by-scan functionality that allows you to utilize a mobile hand-held computer. This technology integrates a 1D or 2D barcode scanner.

Field Services: Creating documents from opportunities has never been easier as the new Acumatica edition does it faster.

Drop Shipments for Projects: Planning to deliver items to your project site? Acumatica 2021 R2 can help you create purchase orders for all the materials to facilitate direct delivery.

Report: The Product order Labor Efficiency report aids your production managers in analyzing your employees' labor efficiency in manufacturing production.

Project Reclassification: This feature allows you to correct data entry errors faster. You can also reduce the number of clicks required when adding inventory or tracking time with the mobile device.

Learn more in New Integrations Coming to Acumatica: Adobe Document Cloud and Microsoft Teams.

Get the New Acumatica Edition for Your Business!

Searching for a more customizable solution with enhanced financial management features? Acumatica 2021 R2 presents you with numerous functionalities that can help you do this and more. You can leverage it to run your business more efficiently for higher profitability.

At Cloud 9 ERP Solutions, a Gold Certified Acumatica Partner, we have worked with companies like yours to configure, implement, and deliver Acumatica Cloud ERP, a product ready and able to handle your challenges.

View our Acumatica 2021 R2 Demo Videos to learn more.


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