#acumaticaintegration

GreyVerse, Integrations, Product Advancements, Cocktails, and a lot more.

The Annual Edition of Acumatica Summit 2023 is what you call a true melting pot of Innovation, Tech, Education, and Fun! The 3-day event was brought to life by Wynn Encore in Las Vegas. A Product Summit in Las Vegas might be an unconventional pair. However, this event was a testament to how techie’s party was! Ground-breaking innovation, product enhancements, and customer success stories made it stick out! With the right blend of fun and education, it witnessed a footfall of 3000+.

The Summit laid its prime focus on three main aspects Celebrate. Discover. Imagine – Celebrating success, Discovering the product’s potential, and Imagining an automation-led future together. The 3-day seminal event was studded with live demos, product feature releases, expert discussions, industry insights, and much more. If you work close to this domain, we bring you some striking highlights that will make you look forward to the next edition!

Our Debut presence – Greytrix at Booth 522

Our Champion Integrator – GUMU™, along with GreyVerse - his universe of integrations, made a maiden visit to the Acumatica Summit 2023. We brought our 23+ years of skilled expertise of ERP, CRM, and software integrations.

-     Acumatica Integrations –

·        Acumatica - Checkbook Integration: The digital way to make secured payments.

Integrations powered by GUMU™ - 

GUMU™ for Dynamics 365 CRM - Acumatica integration: Get customer and order details at your fingertips

GUMU™ for Acumatica - Magento Integration: For hassle-free E-commerce management

GUMU™ for Acumatica - Shopify integration: Simplify workflows & offer a better buying experience  

-     Acumatica Development: With a flexible and custom-built Acumatica framework, extend your functionalities and meet your diverse needs.

-     Consultation & Support: Avail complete techno-functional support 24*7 for all your business needs.  

Here are a few stand-out moments from the event – 

Opening keynote

·        John Case – CEO, Acumatica

John Case highlights how Acumatica emphasizes on its community consisting of customers, partners, and developers. To reinstate their belief in delivering value to customers, he announced the Customer Bill of Rights updates that expands to accommodate the evolving organizational needs and changing business environment. He states how all their efforts are focused on customer needs and satisfaction. He focuses to bring the Acumatica Community to build a future together.

·        Sanket Akerkar – Chief Revenue Officer, Acumatica

The Chief Revenue officer takes to the stage to CELEBRATE Customer success! As he covered Customer Success Stories in 2022, we saw how Acumatica helped scale workflows and promoted efficiency for Inspirus, Avante Health, and LifeSource. He adds how the Acumatica Portal accentuates their vision of bringing together the Acumatica Community. It unifies all Customers, Partners, Employees, and Prospects to collaborate and build the future together.

·        Mikhail Shchelkonogov, Chief Technology Officer, Acumatica

He rightly so highlighted how user expectations have evolved. This is majorly a result of changing userbase. As ERP has an expanding user base belonging to various backgrounds, there is a burning need for ERPs to be inclusive. He helped the audience DISCOVER the landmark changes in Acumatica by demonstrating the user-friendly and hassle-free technology in processes. He adds Acumatica's 3-step approach of addressing challenges –

o  Choose Industry Vertical wisely

Focus on developing development tools and APIs to help ISVs and Partners Integrate and develop robust solutions

Help improve usability 

Keynote 2 

·        Ali Jani

He starts the Day 2 keynote by highlighting how Acumatica places customer feedback at the center while introducing product enhancements. Focus groups, Sandbox tests, and reviews repeatedly help Acumatica introduce new product features. He gives us a sneak peek into Acumatica 2023 R1 features. The features are targeted at: 

1.     Empowering users with exceptional usability

2.     Evolving business with an intelligent platform

3.     Focusing on Industry-focused functionality

·        Doug Johnson, VP of Product Management Acumatica, and Josh Fischer 

further demonstrated the new features! Ali then announced the revolutionary Acumatica Payments module that will support all types of payments, thus integrating and streamlining all channels. 

·        Debbie Baldwin – Director of Product Management - Manufacturing 

 She introduced Manufacturing side panel screens to build seamless workflows. Acumatica also has Side panels for the MRP display screen that enables seeing all product details in one place. Clients'/customers' ideas help enhance the performance and usability of Acumatica. 

·        Joel Hoffman - Director of Product Management – Construction 

 He introduced Report and workflow improvements and gave more profound insights into Acumatica 2023 R1 –

R1 enables Cost projections and moving WIP Reports.

o  It now shows the impact of a project and puts all data together

o  Consolidated WIP (Work in progress) reports enables easy management 

·        Debra Mignola - Director of Product Management - Distribution Industry 

 Debra Mignola talks about how Acumatica helped Jeffree Star Cosmetics set up item classes for variation and easy classification of products. They are seamlessly managing it with an Acumatica – Shopify Integration.

·        Josh Fisher - Director of Product Management - Retail Commerce.

He highlighted the omnichannel configuration to keep up with order fulfillment and inventory levels. This empowers digital agencies to work on their customer's backend problems along with the front end and improve their overall experience.

Celebration 

With the Welcome reception, party at XS Nightclub, Closing Reception, and Women In Tech Luncheon, the Summit brought the right balance between learning and fun. These events were a great chance to network and discuss with industry experts and the Acumatica team. 

Hackathon 

12 teams put their creative minds to the test as they presented solutions as an extension of Acumatica, the cloud ERP, that helped scale its functionalities. In addition, 12 out-of-the-box ideas built on Acumatica presented the vast scope of this cloud ERP.

To sum up the experience, it was one of a kind. It only makes us even more curious to look forward to the future editions! Hope to see you there in 2024! 

About Greytrix

Greytrix has excelled with 23+ years of expertise in providing cutting-edge services for ERP (Sage Intacct, Acumatica, Sage X3, and Sage 100) and CRM (Salesforce, Dynamics 365 CRM, and Sage CRM) systems. With our champion integrator GUMU™, we offer Acumatica integrations with CRM (Dynamics 365 CRM) and E-commerce (Magento and Shopify). In addition, our Checkbook Integration with Acumatica is natively built on the platform to streamline your payments. 

Having won the trust of 1500+ customers with our exemplary services, we also offer advanced product customizations, out-of-the-box integrations, add-on development, migration services, and implementation competence. Know more about us, reach out to us at: 

Reach us at: [email protected]

Inquiry on call: 1 888 221 6661

Greytrix Acumatica integration combines the capability of two systems to assist businesses in scaling their probability. The Acumatica Checkbook integration boosts efficiency and prepares for future business demands by giving you more control over the digital check payment process. This blog provides an overview of the Acumatica Checkbook.

Businesses can use the most effective and secure payment option without having to adjust the payment entry or approval process in Acumatica. The most successful solution integrates with Acumatica’s accounts payable and cash management modules, allowing automated payments to be sent automatically. The check is subsequently printed or deposited online, and the ACH transaction of e-check/ electronic check occurs. Acumatica updates General Ledger and the Accounts Payable workflow in real-time after the payment is settled. The solution also provides a simple selection of banks or accounts in Acumatica that are mapped with Checkbook to determine the payment’s status.

The Acumatica Checkbook integration allows users to configure ACH payments once and have them applied to all banks with which they deal via Acumatica Vendor Payment Services. Due to the potential of an error being neutralized, Acumatica integration with Checkbook eliminates the need to print checks and mail them out manually.

Key Points:

Automate Process:

It reduces manual tasks and minimizes human errors, as users get accurate payment data and information from Acumatica

Send payments by e-mail

Most often payments are delayed due to insufficient information like physical address, account numbers, and routing numbers. But online digital checks process payments with just an email.

Secured payment

Security is a major concern while making online payments. Acumatica Checkbook integration assists users to make secure payments online using digital checks. Avoid fraud or tampering issues with physical checks.

Integrated Accounts Payable

Integrate the Checkbook.io solution without changing any payment method or approval policies in Acumatica. Uses the same bank as setup in Acumatica. Checks are sent once the payments are approved in Acumatica.

Send Multiple checks in one click

Users can send multiple checks with one click on sent to checkbook button.

Support PDF file format

Integration attaches the pdf file over the email for ACH and digital payment method which includes vendor detail and the remittance detail.

Data Accuracy and Reconciliation

Digital check uses the same bank, payee details, vendor account number, and preferences, as selected on the payment, entered. This enables prompt clearance without any errors and assists reconciliation

Track Payments and status

Instantaneously track check status from Acumatica. One system to track all payments. Payments are tracked as the recipient receives and deposits the payment. Once the payments are voided it is updated back into Checkbook.

Hope this blog has given insights and benefits of Acumatica Checkbook Integration developed by Greytrix. There are more blogs on various topics in Acumatica Checkbook on this page.