Acumatica cloud ERP

The General Ledger (GL) serves as the primary accounting record for a company and keeps a record of all financial transactions. This information is then utilized to produce the firm's financial reports, such as the Income Statement and Balance Sheet.

Software for Accounts Payable allows you to keep a watchful eye on your cash flow by keeping track of all your pending invoice payments. It also includes information on discounts, payment deadlines, and cash needs.

Minimizing financial risk in a rapidly growing company requires careful management of currency values, not just automating calculations for transactions in different countries. Having a robust currency management system in place is crucial to ensure a secure financial future.

Streamline the recognition of deferred revenue with software that automates the calculation process. Ensure accurate accounting of deferred revenue and expenses by seamlessly integrating with other financial modules.

Simplify the process of billing customers on a regular basis and enhance revenue potential through enhanced cash flow, precise billing, and exceptional customer service.

Acumatica's Time Management solution allows for the efficient tracking of employee or crew hours for projects, services, and payroll. This is made possible through the use of mobile time entry and a customizable approval process.

Acumatica integrates with over 14,000 financial institutions, enabling you to easily import bank transactions and link various accounts, such as savings, checking, and credit cards, to cash and expense accounts within the system.

Streamline the management of financials for your business initiatives through budgeting, inventory tracking, change order management, time sheet tracking, billing, profitability analysis, and reporting. Enjoy full multi-currency support and have your project data seamlessly integrated into your company-wide financial reports.

With Acumatica's mobile app, boost your efficiency by having on-the-go access to essential ERP data. Stay connected and manage all of your business with a real-time information access from anywhere in your organization.

Tracking outstanding payments is made effortless with accounts receivable software. This software keeps track of all the revenue your company is entitled to but has yet to receive, including invoices for delivered goods and services.

With a centralized platform for financial transactions, you can effortlessly keep track of your company's cash flow and ensure that all daily transactions, including funds transfers, bank reconciliation and cash balances are managed efficiently. This allows for informed decision-making that drives the company towards a successful future.

With a comprehensive tax accounting solution, companies can streamline their tax processes by setting up tax rates, conducting tax accounting, and producing tax reports all within a single platform. This integration with financial management enables accurate calculation of taxes in each transaction.

Simplify financial management across multiple subsidiary companies with streamlined accounting and reporting. Reduce the risk of errors and inaccuracies in financial statements.

Generate precise financial statements, take advantage of tax optimization, and adhere to regulatory requirements. Keep a clear view of your company's fixed assets and their depreciation calculations, with the ability to add assets through AP purchases, file import or manual entry.

Acumatica's Advanced Expense Management solution streamlines the expense tracking process, providing improved accuracy in both accounting and project costing and billing. 

Accelerate business insights and make informed decisions with real-time reporting and personalized dashboards, delivering customized views of your organization.

Optimize personnel costs and improve accuracy by utilizing a comprehensive payroll management system across your organization.

Simplify cross-border financial operations and improve decision-making with Acumatica Global Financials. This solution streamlines financial management across multiple entities in different countries, all on a modern cloud platform.

Avoid intercompany reconciliation issues by limiting intercompany transactions to certain accounts.

Centralize purchasing and invoicing by integrating Accounts Payable (AP), Accounts Receivable (AR), and Sales Order Management (SO). Purchase items and create sales orders in other companies while ensuring appropriate approvals.

Track and manage intercompany loans, equity investments, and other financing activities in the General Ledger (GL) module. Automatically create adjusting entries for intercompany transactions.

Multiple legal entities within the same tenant can have different fiscal year-end dates, streamlining implementation and simplifying maintenance for shared vendors, stock items, and employees. Consolidated operational reports can be run at any time, making the preparation of consolidated financial statements easier.

Acumatica provides the option to restrict user access to customer or vendor records by branch or company, ensuring better security and confidentiality. This allows you to manage access to sensitive information in a controlled manner.

Track project expenses, revenue, and budget efficiently and effectively with the Project Management software. Establish projects and tasks, then assign personnel, resources, and equipment for full visibility.

Easily handle project billing with various methods, including cost plus, fixed price, time and materials, milestone billing, and contract-specific pricing.

This Acumatica module automates the expense reporting process, making it easier to capture, approve, and track expenses. It eliminates the need for manual data entry, reducing errors and increasing accuracy, which in turn helps to improve the accuracy of financial reports and project costs.

Sales automation streamlines processes such as lead and opportunity management, sales forecasting, territory management, and quote and order processing, enabling sales teams to focus on customer relationships and closing deals, rather than manual administrative tasks.

Acumatica's integrated marketing solution improves collaboration between sales, marketing and support, while maximizing ROI for each marketing dollar spent by connecting marketing with financials and content management.

Acumatica provides a flexible, cloud-based platform that enables organizations to deliver value to their customers through enhanced information access and improved business processes. This can be achieved by offering customers new ways to interact with the company, such as through self-service portals or mobile applications.

Automatically calculate payroll taxes and withhold amounts based on federal, state, and local tax regulations. Generate electronic tax forms, W-2s, and other reports to comply with tax regulations.

Allow employees to view their own payroll records and update personal information. Employees can access payroll information 24/7 and request time-off or make changes to their information.

Track and manage employee time off with an intuitive and easy-to-use PTO (Paid Time Off) tracking system. Set accrual policies for different types of leave, including vacation, sick, and personal time. Automatically calculate PTO balances and track time-off requests. Approve or reject PTO requests with one-click, and easily see all approved, pending, and rejected requests in one place.

Track specific payroll information relevant to your state or location, such as information for ACA or W-2s, using payroll attributes. You can add company-specific attributes to gain greater flexibility in tracking information.

Easily set up overtime rules to automatically apply to employees' paychecks. Rules can be based on daily or weekly parameters and can consider factors such as state, project, or union.

Access a variety of pre-built payroll reports and utilize inquiry screens for fast data review. Access your payroll data from anywhere, on any device, at any time.

Allow employees to check paychecks, view and print pay stubs from their mobile devices for convenient access.

Acumatica's reporting tools provide business intelligence and real-time insights through personalized dashboards and customized reports to help you make informed decisions and achieve greater success.

Acumatica dashboards provide an intuitive and customizable way to view critical business data in real-time, offering a quick and effective means of monitoring key performance indicators, making data-driven decisions, and tracking progress towards business goals.

Acumatica's reporting and analytics capabilities enable users to create customized dashboards and reports by integrating data from multiple sources to provide a comprehensive view of the organization's performance.

Matrix items simplify order fulfillment by enabling the creation of complex products with multiple variants, reducing the need for manual data entry and saving time and effort.

Manage complex pricing and discount policies including volume discounts and multiple discounts per item. Maintain policies for price overrides, customer pricing, and commissions.

Define shipping methods and lead times for inbound and outbound deliveries. Provide automatic calculation of expected delivery dates based on lead time and shipping method.

Role-based dashboards in Acumatica provide real-time insights for key performance indicators (KPIs) such as sales orders, quotes, shipments, receipts, and employee productivity, with the ability to drill down for more detailed information. This allows sales managers, purchasing managers, shipping clerks, and receiving clerks to stay on top of their business, make informed decisions, and optimize operations.

Improve your inventory control and retail management by monitoring inventory turnover with real-time data. Utilize the inventory turnover ratio analysis to identify slow-moving or outdated stock, adjust stock levels for quickly sold items to prevent stock shortages and emergency orders, optimize stock placement in the warehouse, enhance replenishment methods, and compare your turnover rate to others in the industry.

This allows for efficient and accurate management of inventory across multiple locations, improving fulfillment times and reducing the risk of stock shortages or overstocking.

Create movement classes and ABC rank codes to categorize inventory based on its frequency of movement, helping to determine the physical inventory frequency for each item and optimize the process.

Acumatica's Inventory software allows to manage multiple vendors for each item, with a preferred default vendor, and set minimum frequency for deliveries, minimum or maximum order quantities and cross-references between internal, vendor and customer items. This helps in streamlining the procurement and inventory management processes.

Converting non-stock items to stocked items allows the inventory management system to track the quantities and movement of these items, providing a more accurate picture of inventory levels and helping to optimize warehouse operations. On the other hand, converting stocked items to non-stock items reduces the need for tracking inventory quantities for these items, simplifying the inventory management process.

Users can access relevant information quickly and easily, streamlining processes and improving efficiency. The panels allow for real-time updates and provide a centralized location for all information related to customer orders, shipments, and more.

Automatically calculate shipping costs and update sales orders with shipping details, including tracking numbers and delivery status. Manage returns and exchanges with ease using automated workflows, including receiving, restocking, and issuing credits. Keep track of shipping, receiving, and stock movements in real-time.

Acumatica provides customized dashboards for different roles in procurement and supply chain management, including Purchasing Managers, Shipping Clerks, and Receiving Clerks. These dashboards offer real-time insights into key performance indicators, including sales orders, shipments and receipts, on-time shipping ratio, order fill rates, late orders, profitability, return rate, suggested purchase orders, and employee productivity, with actionable drilldowns for quick decision-making.

Acumatica's warehouse management system helps to ensure safe transport of products by providing adequate package sizes and packing materials. Barcodes and lot/serial numbers are supported for accurate order completion and errors can be easily corrected in terms of amount, weight, and items. The integration with digital scale and printer also helps to automatically weigh and print labels and packing slips.

Distribution side panels allow for quick and easy access to important information, making it simple for users to manage vendors, items, and order details. These panels streamline the management of sales orders, shipments, purchase orders, receipts, stock and non-stock item maintenance, kit assembly, and template item maintenance.

Inventory management solutions from Acumatica provide real-time visibility into inventory levels, usage patterns, and other critical metrics to help you make informed decisions about stock levels, warehouse organization, and replenishment strategies.

Acumatica order processing software allows you to manage sales activities efficiently and streamline the sales process, providing you with real-time visibility into order fulfillment, shipment creation, pricing, discounting, and stock status inquiries.

It streamlines the requisition process, allowing for efficient and effective management of purchase orders, receipts, invoices, and payments, reducing costs and improving vendor relationships.

Automate sales tax calculation based on the customer's location, date of transaction, and product. Accept payments using multiple payment types, such as cash, credit card, or gift card. Automatically print receipts or email them to customers.

Access real-time inventory levels across all retail store and warehouse locations to ensure accurate order fulfillment and inventory management.

Process credit card transactions securely with PCI-compliant credit card processing, which supports EMV chips, pre-authorizations, electronic signature capture, and optional email receipts.

Allow customers to place orders online, and automatically sync those orders to your POS system. Customers can choose to pick up their order in-store or have it shipped directly to them.

With the integrated CRM feature, you can have a comprehensive view of your customers and transactions, allowing you to gain valuable insights into customer behavior and purchase history. Additionally, you can easily create new customers from the point of sale system and every transaction is automatically recorded and available for reporting and inquiry in Acumatica.

Customize the layout of the point of sale screen to meet your specific requirements. This can include adding custom fields, and modifying the layout and behavior of the screen, including adding new buttons and changing the order of fields. Track your sales and analyze your data with the reporting capabilities of Acumatica Point of Sale.

Easily connect to cash registers and automatically open the drawer after each cash transaction. End-of-day or end-of-shift register receipts and reports can be reconciled for drawer accuracy.

Easily print receipts, invoices, and other documents to provide customers with a professional, clear, and concise record of their transactions. You can choose from pre-formatted solutions for tape or full-page receipts, and connect to receipt printers and other printers to ensure seamless transactions and high-quality customer experiences.

Create new counter orders and manage returns and exchanges efficiently in one transaction using the Point of Sale system.

Track special orders and view supplier shipment information directly within the application. Manage inventory for special orders separately from in-stock items.

Track and manage installment payment plans, including processing payments and updating the status of each installment plan within the Point of Sale system.

With Acumatica's retail-commerce edition, you can access a real-time view of all your eCommerce data, financials, warehouse, and inventory information from anywhere, at any time. This provides greater visibility and control over your business operations.

Provide customers with real-time information about product availability, shipping methods, and estimated delivery dates. Automate order fulfillment by triggering the creation of shipping and tracking information in the warehouse management system.

Ensure secure data transfer and storage with advanced encryption technology to comply with privacy regulations and protect sensitive information.

Acumatica also provides integration with Magento for an additional fee.

Acumatica provides a single, connected platform for all your business operations, including eCommerce, by synchronizing data across systems for a comprehensive view of customer, product, sales order, and other information.

Comply with privacy regulations using advanced encryption. Keep buyers anonymous and their personally identifiable information (PII) protected.

Capture project costs for labor, materials, and equipment from any device for real-time updates to project management and accounting. Automatically calculate taxes for a project using tax zones specified in the project, which are retrieved and calculated for invoices, purchase orders, subcontracts, and expenses.

Simplify and improve field management by providing all stakeholders with access to the same information, such as subcontractor updates, job site visitors, issue tracking, change tracking, and weather updates. Enhance project planning, progress tracking, scheduling, and billing with mobile entry of units installed or used during project tasks.

Acumatica streamlines collaboration with CFMA by allowing for the submission of pre-configured construction financial data for inclusion in the CFMA Benchmarker survey. This enables you to compare your results against CFMA member peers using a custom dashboard featuring financial ratios such as corporate return on assets and return on equity from CFMA members within your region.

With Acumatica's Construction Management software, you can manage lien waivers, insurance certificates, releases, and status updates easily. You will receive alerts for expirations and other important information, ensuring your staff and suppliers are always informed.

Acumatica provides support for managing initial retainage and any changes to streamline invoicing and payments. This includes tracking retainage for progress billing and time and material billing, and calculating project cost commitments as applicable to retainage in purchase orders.

This helps ensure that all costs are accounted for, budgets are up-to-date, and profits are maximized.

Simplify change order management by automatically updating project budgets and commitments in real time, and easily tracking change order impact on project revenue and costs. Use change orders to track, analyze, and communicate changes to a project's budget, commitments, and costs.

Generate invoices easily and quickly by confirming details from one screen, including pro forma, progress, and time and material invoices. With flexible progress billing options based on quantity such as linear footage or square footage, risk is reduced for project owners while meeting the unique business needs of customers.

With Acumatica's Cloud ERP Construction Management software, purchase requisitions, contracts, and inventory control are integrated with subcontracts, making it easier to manage projects and joint checks.

Acumatica supports the management of multiple union, local, class, benefit packages, and complex wages, as well as certified wages and executive compensation.

Capture project information and improve efficiency by using the Acumatica mobile app to create, edit, or delete submittals, change requests, time tracking, and project issues with file or photo attachments, and by streamlining service expenses with scanned receipt image recognition.

Optimize production schedules and reduce costs by using the capacity planning and scheduling tool. The tool considers machine, labor, and material constraints to determine the best production schedule.

The rules-based product configurator in Acumatica streamlines bill of material creation, improves costing, and simplifies sales processes for greater efficiency.

The integration between Arena and Acumatica streamlines the process of transferring engineering bills of material, item revisions, and items from Arena to Acumatica manufacturing bills of material and inventory, resulting in an automated and efficient process.

Simplify the process of creating cost estimates for new products by integrating manufacturing estimating with quotes and CRM. Control costs and markup with the ability to differentiate between fixed and variable elements.

Acumatica's Manufacturing Edition offers versatility to handle production processes in a variety of manufacturing environments such as make-to-stock, make-to-order, engineer-to-order, configure-to-order, project-centric, job shop, batch, and repetitive manufacturing.

Optimize production processes with detailed resource utilization tracking, capacity planning, and real-time analysis of the status of production orders.

Streamline product development and version control with the Engineering Change Control feature in the Acumatica Manufacturing Edition, which manages updates to bills of material and routings and controls effectivity dates impacting material planning, costing, and scheduling.

Automate the process of entering shop floor data, including material and labor transactions, to streamline production.

Assign technicians to work orders and track labor hours, materials, and expenses used on the job. Automatically update inventory levels and invoice customers when work is complete.

Track inventory and costs by job, customer, and by order. Track technician hours and expenses against a budget and billable hours against an estimate.

Multi-language support enables global businesses to work efficiently in their preferred language and date/number formats. The option to set a default language by user and across different platforms (web, mobile app) adds convenience and flexibility.

Track and allocate costs accurately, including labor, materials, and expenses by appointment. Enhance financial analysis and cost control by linking accounts payable bills to field service appointments.

All of these features are part of the Acumatica Service Management module, which helps you streamline and optimize your field service operations for increased efficiency and customer satisfaction.

Track actual work time, expenses, and billable services. Automate invoicing for services performed in the field and for items sold or installed on site. Easily track warranty, contract, or service agreement information and receive alerts when contracts are about to expire.

Include costs for labor, materials, and expenses in invoices, and bill customers for equipment rentals or time and material charges. Support for recurring invoices and subscription-based billing.

Allow technicians to access customer information, appointment details, and service history in real-time from the field using the mobile app. Improve communication and reduce administrative work by updating appointment information on-the-go.

Warranty management in Acumatica helps streamline the process and improve accuracy of tracking warranty periods and components.

Track service contract obligations, billings, and customer interactions from initial contract creation through completion, to help ensure high levels of customer satisfaction and streamline contract administration processes.