TrustRadius
Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.AcumaticaAcumatica -- manage your business like never before!2019-02-28T17:53:19.122ZWe are currently starting with one business unit and eventually implement it across the entire organization. One business problem we want to fix is the ability to see the actual sales activity of our sales people and connect their sales task to ordering, warehousing, and accounting. As we connect all these things we are able to see in real time what is happening by using dashboards and generating specific reports.
The creation of customized dashboards is one of our favorite features of Acumatica. We created a specific dashboard suited for each employee based on their specific function and roles.,Since our sales team is spread all around the country, Acumatica being based in the cloud really helps us set up and access the platform in any location as long as there is an internet connection. This saves us time and money because there is no need to set up hardware, servers, and networks in order to access Acumatica.
The customization of dashboards and the creation of specific conditions to show a certain metric is what amazes us as we use Acumatica. To give an example, we wanted to track the new leads that are being generated by our sales team per month. We were able to capture the data by setting the parameters and added this report to management's dashboard.,Most of our salespeople rely on their Mobile Phones to access Acumatica, and we feel that the Mobile App of Acumatica needs improvement. The functionalities are limited, therefore we need to access a desktop or laptop to create some entries.,9,Acumatica provides us with real-time reports on our entire business process by connecting our sales, delivery of services/product, and up to collection. Given this, we couldn't quantify the value of seeing a clearer picture of our business, thus we are able to make timely and accurate decisions.,QuickBooks Enterprise SolutionsParker OngComprehensive, Team Focused ERP Solution2019-03-19T02:23:18.188ZAcumatica is being used across our whole organization as an ERP solution. It allows us to pull together our various lines of business into one consistent business process and provides visibility to leadership from financial reporting to customer interactions. Our accounting team has already seen a reduction in time spent on month-end close and other reporting processes; our sales team has visibility into customer accounts that they didn't have before, and our operations team has been able to eliminate almost all paper in the expense reporting process.,Expense reporting: Available both on the desktop and app versions, it has allowed our team members to reduce almost all paper in the expense reporting process, streamline approvals, and reduced time from submission to final payment.
CRM: Managing customer information in a single place, accessible to all. Connecting customer accounts to opportunities allow us to quickly see the overall value of an account from past, current and future opportunities.
Financial: Drill downs in reporting allows quick and easy access to address questions on individual transactions affecting financial performance. Drill downs are also protected by permissions and roles to ensure people only have access to information relevant to them.,Email integration: Horribly clunky, requires users to share email password with Acumatica to allow use of outbound emails. Should be using a more secure method like access tokens.
Expense approval process: Once expense claims are approved, approvers (depending on role) can no longer see the approved/denied claims. Denial of claims requires a manual email/call to submitter instructing them to correct and resubmit the claim.
CRM: Allow for tracking of cases by the opportunity in addition to business accounts. This would allow for more accurate tracking of issues related to specific opportunities.,7,Better communication and collaboration on customer accounts through the CRM.
Improved month-end close time and more up to date financial information.
Slow to implement has been frustrating for the team and has been more expensive than anticipated.,Salesforce.com,MS SharePoint, DropboxVerified UserAcumatica Customer Review2017-10-09T15:43:58.924ZWe use Acumatica across the whole organisation, we have 2 divisions so we use the inter-branch module in order to report on divisions separately. It enables complete integration between Purchasing, Sales orders, Stock Control and Finance - prior to using Acumatica we had to use 2 separate systems for Finance and Stock Control. It is also very scalable and customisable.,Generic Inquiries are a very easy way to create custom reports.
The automation schedules are useful, we use these for confirming of shipments, creating invoices and emailing them. Reduces workload.
Open for integration with other software. We find the ease of connection to MS PowerBI very useful.,The CRM module is very basic.
There is no supplier remittance function.
The API is basic, our ecommerce integration has had to be built nearly from scratch.,8,Time to match customer payments has decreased by approximately 30%.
Time to enter sales orders has decreased by approx 10%.
It has enabled up to easily access our system remotely, meaning we are able to be more flexible in our work.,Netsuite SuiteCommerce and SAP Business One,Wrike, Microsoft Office 365, Microsoft Power BI,15,2,Sales Orders
Purchase Orders
Invoicing
Managment Accounts,Customer Portal where our customers can log in with limited access to view their account/stock availability,9Justin Leflaive
Unspecified
Acumatica 5.0
13 Ratings
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