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ERP Usability Is the Key to Success with Acumatica 2023 R1

ERP Usability

Enhancing ERP Usability with Acumatica 2023 R1  

Migrating to a new Enterprise Resource Planning (ERP) system with the wrong system and partner can be risky, expensive, time-consuming, and disruptive. One of the many factors riding on the success or failure of the project is ERP usability. The topic of this blog is Acumatica Cloud ERP Usability and its role in successful ERP software implementation. Even if the new ERP is implemented correctly, it must be easy to learn and use or the whole effort will fail. When user adoption is high, everyone is working in the system and abandoning spreadsheets and sticky notes, for example. Your employees should feel confident that spending time in the new system will increase productivity. Acumatica Cloud ERP is a modern ERP solution with an outstanding reputation for successful implementations and satisfied customers with robust functionality, flexibility, and ease of use.

3 Acumatica R1 2023 Enhancement Areas

The latest Acumatica 2023 R1 release is an example of the solution's ERP usability in several ways. This release emphasized three significant enhancements for Acumatica customers in these areas: 

  1. Usability
  2. Vertical Focus with Industry Specific Functionality
  3. Platform/Technology

In this blog, we'll review this first enhancement area, ERP Usability. 

Acumatica Cloud ERP Usability EmpoWers Your Company

When you upgrade to Acumatica, your entire company will be empowered to work efficiently when they can easily use the system and access the data they need to do their job. Acumatica's bi-annual enhancement releases are driven by direct customer feedback. This focus on customer-driven innovation has led to numerous product advancements for many companies and industries. Acumatica has won numerous usability awards. 

9 New Benefits for Usability in Acumatica Cloud ERP 2023 R1:

  • "Highlight and provide additional information about new features via the hover functionality, which will not interrupt the user’s workflow.
  • Improve business event transparency by sending notifications about event activity to users who previously owned the event, such as support or sales staff.
  • Optimize the approval process by choosing a user to receive another user’s approval requests over a predefined period.
  • Increase visibility and find data faster with the preview mode, which renders recognized documents in the side panel.
  • Balance user experience and security by allowing users to adjust the system’s default logout time in their preferences.
  • Increase the accuracy of your internal controls and reporting by uncovering errors, omissions, or duplications by synchronizing fixed assets and GL periods.
  • Boost precision and reduce manual errors with automatic tax zone assignment based on entered addresses (country, state, postal code).
  • Track and analyze your pipeline’s performance and overall health while identifying opportunities for growth via robust out-of-the-box opportunity summary reports.
  • Enhance tax reporting processes for your Canadian business by reviewing the history and surfacing remittance reports in Acumatica before submitting the T5018 form to the Canadian Review Agency (CRA)." (Learn more about all the enhancements here - Acumatica Cloud ERP Software Version 2023 R1 Overview

Our Clients First company has certified Gold Acumatica consultants that serve as the first point of contact for our Acumatica customers. In addition, Acumatica's Customer Support is available to address product issues as part of a dual-layered service. We have met and exceeded the strict certification requirements mandated for all VARs, making competence a top priority for the Acumatica channel.  Some points reinforce Acumatica's philosophy of prioritizing customers and customer feedback. 

"Acumatica LIVES by its mission to be the most customer-friendly ERP provider, as evidenced by:

  • A formal “Customer Bill of Rights” manifesto guarantees every user fair and friendly treatment.
  • An Acumatica customer portal to facilitate collaboration with trading partners such as vendors, customers, and outside consultants.
  • A steadfast focus on developing and supporting a singular ERP product with significant R&D investment (75% of Acumatica resources help develop and test the software).
  • Free online training for ALL employees via Acumatica Open University.
  • Award-winning usability and satisfaction ratings from industry sources G2, IDC, Nucleus Research, and Gartner. Winner of the coveted CODIE award for the best software product in 2021."(Download ebook here:  Evaluating Acumatica and Oracle NetSuite: Considerations for SMB Companies - page 6)

Business software should increase productivity, improve profitability, and be easy for staff to use. Most of today’s ERP solutions are good at finance and have horizontal niches for distribution, manufacturing, maintenance, repair, and overhaul for aviation and heavy equipment. This makes searching for a software solution more about what the implementation partner can do to help you get the most out of the system. That is why Clients First is not a software company. We are a business solutions and services company.

Clients First can be reached at 800.331.8382 or via email at  We would be pleased to discuss your next ERP project for Acumatica, Dynamics 365 Finance and Supply Chain or Dynamics Business Central. 

Subscribe to our Acumatica Cloud ERP blog here!

Related Blogs: 

Acumatica Modules Overview 2023

3 Scenarios that Require a Partner vs. Direct Acumatica Implementation

Five usability factors for ERP

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