1. Intercompany Accounting
Create automatically balancing transactions (including GL, AP, AR, SO, PO, inventory transfers) involving branches in different companies. Includes the automatic accounting and balancing of intercompany transactions based on GL account mappings. Create due-to and due-from accounting entries for transactions that span companies.
Cross company sales: establish branches and companies as vendors and customers to automate buy/sell transactions AR/AP (2020 R2) and SO/PO (2021 R1) between entities
2. Global Financials
Assign different base currencies to related companies to enable the option to share inventory items, customers, and vendors across related companies. Centralize approvals and get near real-time consolidated reports.
3. Deferred Revenue
Automated revenue/expense recognition with custom deferral schedules and multiple delivery arrangements. IFRS 15 and ASC 606 compliance.
4. Fixed Assets
Manage fixed assets from acquisition to disposal. Multiple books, depreciation methods, and calendars. Manage splits, additions, transfers.
5. Advanced Expense Management, Receipt Recognition up to 1000 trans / month
Expense Management: Enable employees to enter expense receipts, submit expense claims, and be reimbursed for expenses incurred using personal accounts or corporate credit cards.
Automated Expense Receipts: US, Canadian, and UK customers can take a picture of receipts on a mobile phone and Acumatica automatically creates an expense receipt. Expense Management includes 1,000 expense receipts. You can purchase additional expense receipt packs in quantities of 5,000 and 25,000. Partner services margin applied for additional document packs.
Auto Generated Expense Receipts: After downloading credit card transactions, automatically assign employees and expense codes based on custom matching rules. Notify employees and attach photos of receipts to the created documents.
6. Contracts
Manage recurring customer contracts with setup, activation, renewal, recurring charges, and overage billing.
7. Property Management
Residential and Commercial property management solution. (Requires Contracts)
8. AP Document Recognition Services
Analyze PDF documents and automatically create AP documents. Initiate document recognition from the Outlook Add-in, from incoming email messages, or the web UI. Service includes 50 AP pages per month, pricing for additional AP packs in quantities of 5,000 or 25,000 pages. Partner services margin applied for additional document packs. Only available in US and Canada.
9. Acumatica Bank Feeds
Automatically download bank transactions from financial institutions into Acumatica. Includes 1 bank account for testing. Available for USA, Canada, and UK. Purchase additional bank accounts in groups of 10 or 50.
10. CRM
Sales Automation: manage contacts and prospect accounts through the sales pipeline using opportunities and sales quotes. Complete ERP integration supports customer conversion and post-deal reporting.
Marketing automation: Track and nurture leads through the sales funnel. Interface with automation systems such as HubSpot. Send email via SendGrid for automated tracking and opt outs.
Automated address enrichment: use Google or Bing address services to quickly lookup and fill addresses in Acumatica based on incomplete information. Customers must acquire their own Google/Bing account.
11. Case Management
Manage cases from initial report through resolution and contract billing while tracking SLAs and team performance. Case Management includes additional add-ons like Customer Portal, Salesforce Sync, and Exchange Integration. (CRM Required)
Customer Portal: Each portal can be accessed with a unique URL. You will need to purchase a separate portal for each tenant and for each company/branch that wants to accept orders. Multiple branches can share a portal if clients only require document retrieval. Inventory management is required for placing orders.
Salesforce Sync: Utilize import/export scenarios to synchronize leads, contacts, accounts, opportunities, stock items, and non-stock items.
Exchange Integration: Sync contacts, email, tasks, and events with an Exchange server or Office 365 account.
12. Localizations
Canada Localization: customization packages containing Canadian EFT formats, T5018 slips, French language, reports, and cash discount calculations to serve the Canadian market. Import scenarios available for tax configuration.
French Canadian Language: install a customization package with French Canadian translations. Updates to the user interface available within 2-4 weeks of a release. Updates to help documentation and guides provided within 4-6 months of a release. Translations not available for training classes and selected user guides.
UK Localization: customization packages containing MTD tax submission.
Mexico Localization: customization packages which contain Mexico e-invoicing with 2 PAC options, e-accounting, and Spanish language. Implementation services for localization provided by ISV in Mexico. A separate tenant is required for publishing the customizations.
Spanish Language: work with a local Mexico partner who will install a customization package with Spanish (Mexico) translations. Updates to the user interface available within 2-4 weeks of a release. Updates to help documentation and guides provided within 4-6 months of a release. Translations not available for training classes and selected documents. Additional implementation costs required for the package to be installed.
13. Construction Foundation
Compliance: reduce liability risk with specific compliance management to track lien waivers, insurance policies, certificates, notices, and safety notices through configurable options.
Subcontracts: improve efficiency and manage costs by tracking project subcontracts from creation to change management, compliance, and final payment.
Construction Reports: construction specific reports include AIA, work in progress, construction bonding, and substantiated billing.
14. Project Accounting
Project Quoting & Budgeting: manage project budgets, create change orders, and track budget vs actuals. Create project quotes and convert to projects.
Project Billing: manage milestone, time and materials, cost plus, and other scenarios. Prepare pro-forma invoices.
Project Inventory: track inventory costs and quantities issued to a project
Time Entry and Billing: enter timesheets and re-bill based on time, costs, or other scenario.
Multi-Currency Projects: track project budgets and invoices in the customer currency, manage profitability in the base currency, store transactions in any currency.
Cost Codes: specify cost codes on GL transactions, bills, invoices, sales orders, purchase orders, project transactions, and cash transactions for detailed reporting.
15. Construction Project Management
Manage your projects using RFIs, issues, drawing logs, change requests, change orders, daily field reports, photo logs, and submittals. Requires core construction features or construction for other editions.
16. Field Service Management
Manage and schedule service orders, appointments with integrated inventory, labor, and invoicing.
17. Equipment Management
Manage equipment to be serviced internally or at customer locations. Track warranties, components and service history.
Service Contracts: create recurring contracts to generate invoices or create appointments to perform scheduled work. (Requires Service Management)
18. Acumatica US Payroll
Includes salaried and hourly employees, integrated taxes and tax forms, certified wages, union wages, timecard integration, and flexible payroll periods. Customers who require integrated tax forms must purchase a service from Aatrix. Each person who is paid in a given month counts as a payroll user.
19. Inventory Control
Stock Items: manage inventory with multiple units of measure, lot/serial tracking, multiple valuation methods, replenishment, packaging
Warehouses: unlimited warehouses and inventory locations; track costs, replenishment, and manage physical counts by warehouse
Operations: perform inventory receipts, issues, and transfers
Kitting: create specifications for stock and non-stock kits, assemble and disassemble kits
Matrix items: mass create/update similar items with different attributes. Use a matrix/grid to easily select variants on sales orders and purchase orders.
20. Distribution Requirements Planning
Enhance replenishment capabilities by adding forecasting and time-based planning. DRP makes procurement recommendations which can be approved and converted to purchase orders, warehouse transfer orders or kit assemblies. DRP is available for distribution, commerce, and construction customers.
21. Warehouse Management
Automated receiving, put away, pick-pack-ship, transfers, physical counts, and item/location lookup using a mobile scanning device.
22. Order Management
Sales Orders with Inventory Control: manage sales orders, returns, and exchanges. Fulfill orders by creating shipments and drop shipments. Invoice completed shipments. Print pick lists, ship and shop using common carriers when you purchase carrier integration.
Sales Orders without Inventory Control: create sales orders and SO invoices for non-stock items.
Purchase Orders with Inventory: manage purchases, vendor returns, and blanket POs. Receive items and track landed costs.
Purchase Orders without Inventory: manage purchases and blanket POs receive non-stock items on purchase receipts.
Requests and Requisitions: manage requests, create requisitions, track vendor bidding, and automatically create sales/purchase orders
Related Items: setup upsells, cross sells, and substitutes for stock and non-stock items.
Special Orders: specify stock items as special order items and assign a separate cost layer.
23. Shipping Carrier Integration
Get rate quotes, create shipping labels, send information to carriers, retrieve tracking costs, and get final shipping costs using sales orders and shipment screens in Acumatica.
FedEx, UPS, Custom: integrated USA domestic shipping with FedEx and UPS plus the ability to create additional carrier integrations using the Acumatica platform. Custom switch can be used for customized integrations to other 3rd party carriers and requires the Shipping Integration.
Stamps.com: integrated shipping using Stamps.com for USPS including shipments from the USA to international destinations. Requires a separate paid account with Stamps.com
ShipEngine: integrated shipping using ShipEngine for 100+ carriers including originating shipments from USA, Canada, UK, Australia to international destinations. Requires a separate paid account with ShipEngine.
EasyPost: integrated shipping using EasyPost for 100+ carriers including originating shipments from USA, Canada, UK, Australia to international destinations. Requires a separate paid account with EasyPost.
24. Acumatica Payments
Accept all major forms of payments, send payment links, automate settlement and reconciliation, collect payments on mobile devices, process recurring payments, connect CC terminals directly to Acumatica. Only available in US and Canada.
25. BigCommerce Integration
Connect Acumatica ERP to your BigCommerce site for omni-channel sales and fulfillment. Includes a connection to BigCommerce to sync sales orders, shipments, invoices, customers, inventory, pricing, and returns. Requires separate purchase of BigCommerce. Not available in South Africa.
26. Shopify Integration
Connect Acumatica ERP to your Shopify site for omni-channel sales and fulfillment. Includes a connection to Shopify to sync sales orders, shipments, invoices, customers, inventory, pricing, and returns. Supports Shopify B2B entities (price list, customer organizations). Requires separate purchase of a Shopify subscription.
27. Shopify Integration with Shopify POS Pro Integration
Gain the benefits of the Shopify Integration and the ability to take retail orders using Shopify POS Pro. Requires separate purchase of Shopify and Shopify POS Pro subscription.
28. Amazon Integration
Automatically download transactions (orders, payments) in near-real-time from Amazon US, Canada and Mexico sites. Approval is required and Implementation Assist is mandatory.
29. Outlook and Gmail Plugins
Outlook Integration: create contacts, leads, opportunities, support cases, create project issues, create RFIs, and submit AP bills from inside Outlook. Log email activities to ERP entities with one click. Module specific features do not work without purchasing CRM, construction, AP document recognition, etc.
Gmail Integration: provides similar, but not identical, functionality as the Outlook plugin from inside Gmail. Only for clients on SaaS environment under acumatica.com domains.
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