Acumatica Annual Summit 2014

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Last week some of the Tascoli team had the pleasure of visiting this year’s annual Acumatica Summit hosted in Denver, Colorado.



Here is a brief summary of how it went;


General News
Acumatica is still the fastest growing ERP cloud system in the world, according to a recent survey. This was then followed by the fantastic news that Acumatica have now shipped their 1000th customer (a company called SunShare, who are known for producing Community Solar Gardens.)! A huge milestone, I’m sure you will agree.

There is to be no summit in 2015. It will instead be replaced by 4 quarterly roadshows. Anaheim in Feb, Chicago in May, Seattle in Aug & San Antonio in November. The next big summit will be held in Feb 2016 and will be held somewhere warm and sunny.


V5.0 New Features

New user interface. You can now completely re-skin the entire application allowing you to have an incredible amount of customisation.

The latest version is more focused on lists. So rather than going to the customer screen and using the finder, you are now shown a grid list of customers. You can then add filters to this list and save the filters as tabs. For example, create a list of all customers with a balance over 10k and then add it as a tab. Then each time you open the list you can just click the tab and see the filter. You can also do mass record update form these lists e.g. all customers over 10k put on hold.

Single Sign On! Once configured you will never need to type in login credentials again! This will also open up the ability to embed Acumatica into other cloud apps or vice versa.

Improved documentation/help guides.

The introduction of Business Process Wizards. These are fully interactive and link to the relevant screens. Mark tasks as completed. Import/export. Can be used to create checklists for custom business processes. Assign tasks to users.

B2B Ordering. Customers can now view inventory, place orders and check order status.

Mobile Application Framework. This will be available to iPhone and Andriod systems and will contain expenses, time and approvals.

Exchange Server Integration. This works with Exchange and Office 365 and no plugins are required! Sync options can be controlled by user. Works with contacts, tasks, calendars and email. Just file an email in an Acumatica category and it will be retrieved. Works on any mobile device opening up your CRM system.
Other points to take away;

Acumatica’s support team currently deal with around 1200 cases a month and close 95% of them.

A new support centre will be opening in Ohio to increase the levels of great user support available to customers.

All in all it was a great summit and we will be looking forward to attending the next one in 2016.

You can read more information on Acumatica on our dedicated website

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