Platform:

• Pivot Table Dashboard Widget – Quickly summarize large amounts of data into useful reports using pivot tables. With this widget, pivot tables can be displayed on Acumatica dashboards 
• Worldwide SMS Support allows users to receive mobile text notifications (SMS) of business events without requiring the Acumatica mobile app be installed on the recipient’s device
• Contract-Based APIs enhancements where developers can retrieve multiple kinds of detail lines in one request
• HubSpot integration provides real-time sync

Usability:

• Predefined User Roles for Financial Users allow quick set up of financial users to access the system functions they need by using predefined roles designed for specific financial positions
• Mobile Devices have user defined field enhancements
• Conditional Formatting for dashboard table widgets provides the option of specifying the style of rows or columns, including the use of formulas
• Simplified Company/ Branch selector increases productivity by selecting a branch in one click
• File Management Enhancement allows sorting and filtering attachments in any table or entity
• Expense report receipts are autogenerated from images

Financial Management:

• Application of Payments to Particular Lines of Accounts Payable Documents – allows users to assign partial payment to an entire AP document or to individual document lines in various proportions. The system also supports tracking retainage by document (if included)
• Approval of AR Invoices, Credit Memos, and Debit Memos – For companies requiring approval for certain AR situations, in addition to AR documents, users can also approve invoices, credit memos, and debit memos
• Accrual of the Costs of Non-Stock Items supports posting of revenue and expenses to non-stock items to calculate their approximate net income
• Corporate Credit Card support and reconciliation has been added to the applications

Project Accounting:

• Budget Control on Document Entry warns users when a document such as an AP bill that exceeds the budget is saved
• Detail Level of the Project Budget options include task, task and item, and task and cost code with ability to update at both the summary and detailed levels
• Two-Tier Change Management supports grouping multiple change requests with markups into a single change order for approval
• Project Budget Forecasts by period allows comparisons of actual project costs and incomes with the forecasted, original, and revised budget amounts for each financial period

Inventory and Order Management:

• Changing the Vendor in Purchase Orders enables buyers to review item prices from multiple vendors and select the vendor for a purchase order
• Enhanced Linking of Direct Sales Order Invoices processes sales order and return lines with external point-of-sales (POS) systems
• Validation of Customer Orders on Sales Orders automatically checks for unique customer order numbers and manages duplicates
• Prepayment enhancements adds one or more prepayment requests to purchase orders, as well as allowing purchase orders to be added to prepayment documents
• Warehouse management System (WMS) added advanced picking and bulk processing
• International Shipping Options with “ShipEngine” integration like current UPS/FedEx/Stamps support

Construction:

• Daily Field Reporting features make sure everyone is looking at the same information in a timely manner
• Detailed Retainage Tracking allows users to track retainage at the line level on AR Invoices
• Change Requests feature reduces profit fade by proactively managing owner change requests
• Enhanced Lien Waiver Capabilities assist in avoiding accidentally paying a vendor
• Project Budget Forecast Report shows at-a-glance forecasted revenue and costs by month
• Project Cost Transaction History Report confirms billings vs. costs
• Customer and Vendor Transaction History Reports better manage cash flow

Note the construction features will be available on September 30^th.

Field Service:

• Service Orders may be automatically defined by user or appointment type, and they can be copied once or on multiple occasions with new dates and times
• Project Accounting integration supports creating service contracts, project schedules and tasks with default cost codes by service order type
• Manual Discounts may be applied to service orders and appointments by amount, percent, or as a discount to stock and non-stock products
• Calendar Enhancements for simplified appointment creation
• Mapping Enhancements for locations and routes

Manufacturing:

• Engineering Change Control (ECC) streamlines multiple change requests by optionally grouping them for approval process, as well as displaying them in bill-of-material comparisons
• Material Requirements Planning (MRP) has improved forecasting and exception handling, as well as regeneration options for non-stock items
• Outside Processing of manufacturing operations by suppliers has better work flow options from scheduling through purchasing