Acumatica 4.1 is slated for an August release, and while it is still too early to know all of the new features that will be incorporated in this release, Acumatica did give its partners an exclusive preview of a few new ones at their online Tech Preview. Below is a list of the improvements Acumatica presented to their partners. These improvements covered the usability of the system, customer portals, and enhanced financials.
Key New Features in
- Drag and Drop Files to Acumatica
- Quick Search
- Parametric Filtering
- Real Time Connectivity with Microsoft Excel
2. Customer Portals For Point-of-Self-Service
- Customer Service through case management
- Knowledge Base
- Financial History
- Opportunity Tracking
- Account Management
3. Enhanced Financials
- Improved Budgeting across Branches
- Preliminary AP Booking and Reclassifications
- AR and AP automation from Cash Management
These new features highlight Acumatica’s commitment to improve the user experience and product capabilities. These new changes specifically build on the idea of efficiency as we saw when Acumatica highlighted the changes to CRM, new drag and drop capabilities, and Microsoft Excel integration.
Although these new features will ultimately enhance the user experience, what really had people talking was the new Excel functionality. This new feature enables customers to use Excel to analyze live data from Acumatica. To learn more about Acumatica and to speak with an experienced staff visit KTL Solutions here.