ERP solutions provider
"2025 R1 marks another step forward in our mission to provide AI-powered ERP solutions that truly work for our customers," said Ali Jani, chief product officer at Acumatica. "We've focused on making Acumatica Cloud ERP even more intuitive with features and interfaces that customers love to use, automating workflows to save time and delivering industry-specific innovations that help businesses stay agile and resilient in an increasingly complex landscape. With these enhancements, businesses can leverage a powerful and strategic business platform to modernize their operations and drive growth."
The latest version has, among its other improvements, a new look that allows users to view a list of all modified forms across the system on one screen, as well as determine whether workflow modifications have been applied from any form. The redesign also means the software will tailor forms to match a user's specific workflows and information needs. The layout also adapts to the device used.
The entire application has been modernized with color accents for data elements, data grouping and personalization features. The software's user interface now lets people drag-and-drop to rearrange tabs and field elements, reconfigure grid columns and data entry tab stops, or hide tabs and fields they don't use. The upgrade also enable customers to create and add user-defined fields to forms throughout Acumatica, as well as find data with improved filters and saved settings. There are also upgraded mobile capabilities with improved visibility into operation and transaction processes.
The new version also supports AI assistant recognition of project related documents, which allows users to select project-related data for bills not linked to commitments. It automatically associates purchase orders or subcontracts with AP bill lines and populates the project budget key. Users can also manually link items if no match is found,.
"Our AI-first product strategy is focused on developing and delivering innovations to solve real business problems," said Jani. "With 2025 R1, we deliver AI-powered capabilities that enhance human decision-making and empower mid-market businesses with the power of AI. By embedding AI directly into business processes and delivering AI Studio, a flexible AI engine, we're transforming ERP into a strategic business platform that drives performance and growth for small and mid-sized organizations."
There are also a number of new features related to payments. Users can manually or automatically email or print payment receipts for completed transactions. The PDF-formatted receipts include all the payment details. Users can increase the authorized amount for credit card payments without needing to void and recreate the authorization, which helps avoid delays and excess funds from being held on the customer's account, while keeping other transaction settings, like the expiration date, unchanged. They can also choose to have payments from payment links for sales orders recorded as prepayments instead of regular payments as well as record positive or negative charges for refunds or finance charges directly on the Payments and Applications form.
For bank reconciliation, the software now supports the BAI2 bank statement format, enabling automatic processing of bank transactions, as well as creating expense receipts for corporate cards and employees when configured.
Users in the payroll realm can also specify which earnings and benefits should be included in the calculation of deductions or benefits, such as a 401(k) plan, based on the percentage of some eligible earnings but not all the gross wages; and access two new pay stub detail reports that have been added to the system.
In addition, the new version has the ability to generate payroll summary reports, giving users a way to analyze single or multiple runs, offering details such as payroll funding, check counts, wages, taxes, hours, earnings, deductions and benefits—whether before or after release on a standardized letter-size, portrait-oriented report.
The software also enables new Taxes by Code reports in the Annual Reports category in the Payroll workspace. It provides annual tax summaries grouped by tax codes. Users can generate the report with either Tax code (default) for an overview by tax codes or employee to include employee breakdowns for each tax code. Clicking an employee name in the report opens the Taxes by Employee report for that individual.
The new version also has a number of industry-specific updates specific to manufacturing, distribution, retail, architecture, engineering and construction firms.
