Acumatica Cloud ERP 2023 R1 Feature Review
Acumatica 2023 R1 Overview
Empower Users with Exceptional Usability
Acumatica released 2023 R1, the first of our biannual product updates, on April 4. Below are the themes and key features of this release.
Feature Benefits for Usability:
- Highlight new features via hover tooltips without interrupting workflow
- Send notifications to previous event owners (e.g., support or sales staff) to improve transparency
- Delegate approval requests to another user over a set period
- Preview recognized documents in the side panel for faster data access
- Let users adjust their own logout timeout to balance security and convenience
- Sync fixed assets and GL periods to uncover errors, omissions, or duplicates
- Automatically assign tax zones based on entered addresses (country, state, postal code)
- Track pipeline performance with out-of-the-box opportunity summary reports
- Surfacing remittance reports in Acumatica before submitting Canada’s T5018 form to the CRA
Evolve Your Business with an Intelligent Platform
Acumatica’s agile, modular platform combines native mobility, AI/ML integrations, and an open architecture to help you compete in today’s challenging economy.
Feature Benefits for Platform:
- Retrieve localized values via OData to strengthen global operations
- Automate ACH exports in the proper file format and assign per-vendor accounts
- Create batch payments quickly using the Prepare Payments form
- Trigger actions and automate workflows through business events
- Send email and share files from within Acumatica using built-in Gmail integration
Dominate Vertical Segments with Industry-Focused Functionality
Acumatica delivers smart Industry Editions—Manufacturing, Distribution, Retail-Commerce, and Construction—to meet your unique business processes and sub-industry needs.
Feature Benefits for Distributors, Retailers & Commerce Merchants:
- Manage counter sales, will-call orders, and in-person returns from a single screen
- Use 18 predefined security roles (e.g., Sales Manager, Shipping Clerk) for standardized access
- Easily define matrix item variants per customer and per product template
- Monitor Amazon MFN inventory levels with seamless backend data flows
- Capture multiple buyers under one corporate account in Shopify storefronts for B2B sales
Feature Benefits for Manufacturers:
- Enter labor, material, move, and disassembly data directly in Production Order Entry
- Access purchasing, sales, inventory, and project details via side panels without leaving screens
Feature Benefits for Contractors & Service Organizations:
- Filter and read construction reports on-the-fly with an updated unified design
- Simplify joint payee and lien waiver processes with automated compliance documents
- Automate budget quantity calculations to monitor project revenues, costs, and profits
- Enable remote access to field reports—drawing logs, submittals, and annotations—via the mobile app
And Much More…
For full details, check out Acumatica 2023 R1 full details.
