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Enable The Best Cloud ERP To Be Even Better

Acumatica is already the best Cloud ERP, but could there be ways to increase functionality even further? With additional add on functionality such as Distribution Codes, Advanced Import, Historical AP and AR import, Advance Expense Management, and Advanced Integration, it’s possible. See below to learn more. 

Distribution codes can play a crucial role in enhancing the flexibility and efficiency of financial transaction entry within Acumatica. These codes serve as powerful tools that facilitate the systematic allocation or distribution of document and/or detail record amounts. The scope of their impact extends across various standard data entry screens within the Acumatica platform, ensuring a seamless integration into the core processes of financial management.

The data entry screens encompass a range of modules, including:
  • Accounts Payable:
    • AP Bills
    • Cash Payments (Quick Checks)
  • Accounts Receivable:
    • Invoices and Memo
    • Cash Sales (Cash Donations for nonprofits)
  • General Ledger:
    • Journal Transactions
  • Expense Management
    • Expense Receipt
    • Expense Claim

This versatile tool has been meticulously crafted for widespread use within the Acumatica system, ensuring accessibility for users across the board. Whether you’re a seasoned Acumatica user familiar with the data entry pages’ upload feature or a newcomer to the system, mastering this product is designed to be effortless. The Advanced Import stands as a user-friendly alternative to Import Scenarios, offering a simplified approach to the intricacies of data importation.

One of the standout features of the Advanced Import is its ability to seamlessly import data into a variety of screens, covering essential areas such as:
  • GL Journal
  • Transactions,
  • Vendors
  • AP Bills
  • AP Quick Check
  • Customers
  • AR Invoices
  • AR Cash Sales

Undertaking the transition to a new implementation comes with its set of intricacies, particularly when addressing the handling of Accounts Payable (AP) and Accounts Receivable (AR) activity (documents and payments) originating from the legacy system. Traditionally, organizations tend to keep the legacy system operational to serve as a reference point, particularly for maintaining a detailed history of vendor and customer activity. However, a more streamlined and forward-looking solution has emerged to address these challenges effectively.

Imagine the efficiency gained by directly reviewing the entire history of AP and AR transactions within your new Acumatica system. This modern approach not only simplifies decision-making but also enhances the overall transition experience. It marks a departure from the conventional method of dual system operation and introduces a more integrated and centralized system.

In this innovative paradigm, the complexity associated with the decision-making process is significantly reduced. The key advancement lies in the seamless importation of all AP and AR data into Acumatica with a modern and feature rich presentation of the data within our enhanced Inquiry, providing users with a consolidated and comprehensive view of payment and invoice history. This means that your organization no longer needs to toggle between systems to access historical data; everything is conveniently available within the Acumatica platform.

The Advanced Expense Management feature introduces an Expense class, similar to the Request Class, to enhance the handling of expense receipts. Each Expense class allows the assignment of specific Expense Items, creating a more organized structure. Upon selecting the appropriate expense class, users are presented with a concise list of expense codes, eliminating the confusion that may arise from navigating a long and extensive list. This strategic design not only minimizes data entry errors but also enhances user awareness and confidence in the selection process, ultimately streamlining the approval workflow.

A notable benefit of this enhancement is the incorporation of attachment requirements based on a dollar threshold. By setting a threshold, the system empowers employees to efficiently manage expense receipts, reducing the need for extensive interactions during compliance checks in the expense management process. This proactive approach not only saves time but also contributes to a more compliant and error-free expense submission process.

Advanced Integration for Acumatica provides a powerful solution for the smooth transfer of data, allowing users to seamlessly move information to or from any screen within the Acumatica framework. This versatile capability supports various data transfer methods, including both file uploads and API pushes, providing users with flexibility in choosing the most suitable approach for their specific requirements.  This tool bypasses many issues that may arise during regular API interaction. 

Users have the freedom to configure automated processing, streamlining repetitive tasks, or opt for manual execution based on their immediate needs. This adaptability ensures that the Advanced Integration tool caters to a wide range of scenarios, offering a user-friendly and efficient experience.