I am relatively new to Acumatica, having worked with several other ERP systems before. As I explore the system and familiarize myself with its capabilities, I have come across certain areas where enhancements could further elevate the user experience. While Acumatica continues to evolve and improve, addressing these aspects would make it even more robust and user-friendly.
1. Return Items After Purchase Receipt
One area that could benefit from improvement is the process of returning items upon receipt. Currently, the system does not allow clearing the GR/IR (Goods Receipt/Invoice Receipt) account directly when returning items. Instead, users must create an AP Bill and apply a Debit Adjustment, which adds additional steps to the process. A more streamlined approach would enhance efficiency and align better with standard best practices.
2. On-Account Payments in Customer Receipts
When receiving customer payments, there is no direct option to apply an on-account payment if one already exists. These payments do not automatically appear in the receipt window, requiring users to manually track and remember them. Enhancing this functionality would simplify the process and reduce the potential for oversight.
3. Purchase Requisition Limitations in Multi-Currency Environments
Currently, the Purchase Requisition module is not available when a company is using the multi-currency option. Given that vendors can issue POs in multiple currencies, it would be beneficial to revisit this limitation and provide greater flexibility for companies operating in a global environment.
4. Viewing Local & Foreign Currency Balances
For companies using multi-currency, there is no straightforward way to view both the local currency and foreign currency balances at the journal level or in account details. Introducing an option to reconcile ledger transactions in a more structured manner would improve financial visibility and streamline reconciliation efforts.
5. Report Designer – Opportunities for Enhancement
The Report Designer is a powerful tool, but there are opportunities for improvement to enhance usability and functionality.
- Query validation does not always provide accurate feedback. While it may validate successfully, errors can still occur when running the report.
- Currently, there is no way to preview report changes without saving them to the server. This creates a risk of unintentional overrides if the "Save as New Version" option is not selected. Introducing a secondary validation step before saving could mitigate this risk.
- Enhancing formatting capabilities, such as table creation and layout adjustments, would improve the overall reporting experience.
6. Transaction Simulation Before Posting
Many ERP systems offer the ability to simulate transactions to preview journal effects before posting. Acumatica currently requires transactions to be released before their journal impact can be reviewed. Introducing a simulation feature would enhance accuracy and allow users to validate entries before finalizing them.
7. Modern UI Design – Aesthetic but Needs Improved Navigation
The modern UI design is visually appealing and a step in the right direction. However, menu items appear somewhat dispersed across the workspace, which may affect ease of navigation. Additionally, longer menu descriptions do not fully display unless hovered over, which could be improved for better usability.
Final Thoughts
Acumatica has grown significantly, and these refinements would further enhance its efficiency and user experience. I appreciate the advancements being made and look forward to seeing how the system continues to evolve. I would love to hear insights from the community on these topics and any potential workarounds that could help navigate these challenges more effectively.
