Published on: May 7, 2025 9:57:14 AM by Cailee Hanson
Updated on: May 7, 2025
Acumatica’s 2025 R1 release introduces a wide range of updates across financials, distribution, manufacturing, construction, and system-wide functions, all designed to streamline operations, increase automation, and make the user experience more intuitive.
Here’s a breakdown of some of the most notable improvements.
| Payment Receipts on Released Transactions | Users can now generate and send payment receipts even after a transaction has been released. This feature simplifies communication with customers and saves time when responding to requests for documentation. |
| Authorized Credit Card Adjustments | Businesses can increase the authorized amount on credit card transactions after initial authorization. This is particularly helpful when costs such as freight change after a card has been pre-authorized but before payment is captured. |
| Bank Feed Format Expansion | The release adds support for the BAI2 format for bank feeds, expanding flexibility in reconciling financial data. |
| Financial Charges on Refunds | Organizations issuing refunds can now attach financial charges (like bank fees) directly to the refund, enabling a more accurate reflection of total costs. |
Insight: 5 Ways Acumatica Software Can Be Tailored to Fit Your Business Needs
| Correct or Cancel Purchase Receipts | Users can now correct or cancel purchase receipts—whether standard or drop ship—without workarounds. This is helpful when mistakes are discovered after the receipt has been processed, allowing for quick and accurate adjustments. |
| Expanded Lot and Serial Tracking | Lot and serial classes can now include custom attributes, giving businesses the ability to track more granular data such as inspection statuses, voltage levels, or other product-specific details. |
| Device Hub Scale Integration | Acumatica now supports additional integration points for capturing item weights from scale devices during packaging and shipping. This functionality improves accuracy and speeds up fulfillment workflows. |
| Mobile Enhancements for Warehouse Operations | Warehouse staff can generate a transfer receipt during the "receive and put away" process directly from their mobile or handheld device, improving data consistency and reducing manual steps. |
| Production Orders by Build Capacity | A new inquiry view improves how users track production readiness, including visual indicators (e.g., "Ready," "Partially Ready") to aid in planning and decision-making. |
| Work Center Plan Utilization Dashboard | A dashboard has been introduced to improve visibility into capacity planning and production scheduling. These enhancements allow for better allocation of resources and help identify bottlenecks before they impact output. |
| Improved Scheduling Board Interface | The updated scheduling board now benefits from the modern UI improvements, offering a cleaner, more user-friendly way to manage production timelines. |
Insight: Discover the Advantages of Native ECommerce Connectors in Acumatica
| Cost Projection Enhancements | New features allow project managers to set time-sensitive cost projections, copy existing projections, and schedule their release. These updates help with more proactive planning and tracking of project budgets. |
| Project Quoting on Mobile | Users can now access project quoting functionality via the mobile app, expanding the capabilities of remote and field staff. |
| Enhanced AP Bill Automation for Projects | AI-powered document recognition for AP Bills supports subcontracts and project linking, automatically populating relevant project information from subcontract data. This reduces manual entry and improves data accuracy. |
| Multiple Project Support on Documents | Transactions such as AP bills and subcontracts can now reference multiple projects. This is a helpful update for firms managing cross-project expenses within a single document. |
| Project Inventory Side Panels | A new side panel provides visibility into current project-specific inventory levels without leaving the main screen, aiding quick decisions and accurate reporting. |
| Modernized User Interface | The updated UI is rolling out across more screens and can be toggled on or off per module. It offers a cleaner layout, better navigation, and improved responsiveness, enhancing the user experience without compromising familiarity. |
| New Attribute Type for Numbers | A new system-wide attribute type now allows numeric values, expanding options for user-defined fields and classification. |
| Email Scheduling for Reports | Reports can be scheduled to be emailed automatically, reducing manual steps in recurring reporting workflows. |
| Enhanced Address Fields | CRM address records support additional fields compliant with ISO standards, including sub-departments, street numbers, and building names. |
| Activity Type Refinement for Emails | System-generated emails can now be categorized separately from user-created emails, improving the accuracy of case management metrics and response tracking. |
Insight: Accelerate Payment Collection with Acumatica Payments
| Amazon Integration Improvements | Acumatica continues to build on its Amazon integration, with the update allowing synchronization of inbound shipments to improve inventory replenishment calculations. This helps align stock levels with customer demand in real time. |
While some AI features like AP document recognition and anomaly detection are already active, Acumatica is also exploring next-level functionality such as intelligent advisors and interactive AI assistants.
These capabilities aim to simplify decision-making and automate complex tasks in future releases.
Share this post:
Cailee works as a Business Solutions and Pre-Sale Consultant at SVA Consulting. She collaborates with prospects and clients daily to grasp their needs, leverage technology to align with their business objectives, and identify opportunities for organizational growth. Cailee plays a pivotal role in driving the success of numerous eCommerce, CRM, and digital transformation projects for clients. Cailee's understanding and identification of ever-evolving industry trends assist her in providing quality service to clients to help them reach Measurable Results. With a degree in Entrepreneurship from the University of Wisconsin-Madison, Cailee infuses each project with an entrepreneurial perspective to drive success for all stakeholders involved.
