Acumatica and Change for CRL
January 29, 2025

Acumatica and Change for CRL

Deandra Gibson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

General Business

Modules Used

  • FInancial Management Suite

Overall Satisfaction with Acumatica

Acumatica helps resolve our integration issues with our POS back office system, back office administrative work (AP/AR) and accounting/reporting functions.

Pros

  • Intuitive next step prompts during processes
  • Accounts Receivable invoicing and payment processes
  • Accounts Payable bill and payment processing

Cons

  • The fixed asset creation and reconciliation steps need to be clearer for users.
  • The ability to create audit logs should be available to track users progress through various steps and identify who approves at various levels.
  • The project module reports also need to be fleshed out better to provide simplified data of total expenses related to a project. I've struggled with not being able to see bills linked to a project through the AP module within the Project module reports.
  • It has helped to streamline some AP and AR processes over various companies within our group of companies
  • It's provided greater ease of visibility and efficiency in reporting on inter-company transactions.
4-6 months
It's provided greater ease to generate customer statements for our customers.
Acumatica allows us to process, link and store a large volume of sales and purchasing information, with supporting documents because we are a high sales volume industry.

Do you think Acumatica delivers good value for the price?

Yes

Are you happy with Acumatica's feature set?

Yes

Did Acumatica live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Acumatica go as expected?

Yes

Would you buy Acumatica again?

Yes

Acumatica is most appropriate for account receivable and payable processes to create and pay invoices/bills. It is also very useful in the Taxes modules to track the various types of taxes.

Acumatica Feature Ratings

9.6
Accounts payable
10
Accounts receivable
10
Journals and Reconciliations
8
Configurable Accounting
10
Standardized Processes
10
10.0
Billing Management
10
Period Close
10
8.0
Inventory tracking
8
7.0
Cost of goods sold
7
Payroll Management ()
Not Rated
7.5
Standard reports
7
Custom reports
8
10.0
API for custom integration
10
10.0
Role-based user permissions
10
Grants Management ()
Not Rated
Project Financial Management ()
Not Rated
7.0
Project Planning and Scheduling
7
Procurement ()
Not Rated
Risk Management ()
Not Rated
Not Rated
Fulfillment Management
Not Rated
Manufacturing ()
Not Rated
Supply Chain ()
Not Rated
Product Lifecycle Management ()
Not Rated

Comments

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