Published on: Nov 15, 2023 8:58:00 AM by Andrea Hayes
Updated on: November 15, 2023
Curious about the latest developments in Acumatica 2023 R2? Acumatica’s 2023 R2 release offers increased intelligent technology, best-in-class applications to drive growth, and tailored industry capabilities so you can win in your market.
The mobile app has received significant improvements, especially in navigation and sorting options. The update addresses past challenges with sorting lists and inquiries and introduces a new “sort by” function.
This enhancement makes it easier for users to manage time entries, expense entries, and approval processes directly from their mobile devices. The app leverages the phone's native features, improving the overall mobile user experience.
The update has significantly improved the bank feeds feature, facilitating seamless data import from banking institutions into Acumatica. This is achieved through integration with Plaid or MX, offering custom mapping rules for more efficient transaction processing.
Additionally, a test bank feed environment has been added, allowing users to safely experiment with transaction imports without impacting active accounts.
Insight: Give Your Productivity an Energy Boost with Acumatica
Another notable improvement in the web-based interface is the ability to filter by branch in mass processing screens. This feature, highly requested by multi-entity clients, enables more precise control and customization in transaction processing.
The AP document recognition feature now includes branch selection for incoming documents, allowing users to assign documents to the correct branch easily.
This update also introduces the capability to read multi-line labels and enhanced date locale recognition, streamlining the invoice processing workflow.
Perhaps the most significant addition in this release is Acumatica Payments. This integrated feature supports a range of payment options, including credit cards, loyalty programs, and mobile payments. It is designed to facilitate customer self-service in invoice payments, offering integration with commerce, mobile, and portal interfaces.
A notable feature is the QR code on invoices, allowing customers to make payments directly from their mobile devices.
Insight: New Features of Acumatica's 2023 R1 Release
While new features can create many benefits, they can also cause some confusion if the user doesn't understand how they work. If you have questions, please contact SVA Consulting today.
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Andrea is a Principal for SVA Consulting, LLC, a member of the SVA family of companies. Andrea has a BA from University of Wisconsin, Madison and more than fifteen years of analyst and consulting experience in the private and public sectors. She has expertise forming vision and strategy to help small to mid-size businesses utilize people, processes and technology to optimize operations and realize their goals. Andrea has a diverse background merging analytics, consulting and strategy. She has played a pivotal role in numerous, large scale, ERP, analytics, and data integration implementations across a variety of industries. Prior to joining SVA Consulting, Andrea worked at an affective neuroscience laboratory, contributing to study design, managing analyzing data, and writing grants. She is also published in Nature Neuroscience Journal. Andrea has experience working in the life sciences industry as a management consultant for clients specializing in medical affairs.
