Martin and Associates

Acumatica 2019 R2 Overview

Acumatica 2019 R2 will be available September 19th. This new release has over 100 improvements and new features.

2019 R2 Highlights


  • Pivot Table Dashboard Widget – Pivot tables can now be displayed on Acumatica dashboards using the Pivot Table Widget
  • Worldwide SMS Support – Users can receive mobile text notifications (SMS) of business events without requiring the Acumatica mobile app to be installed on the recipient’s device
  • Contract-Based APIs enhancements where developers can retrieve multiple kinds of detail lines in one request
  • HubSpot integration provides real-time sync


  • Predefined User Roles for Financial Users – Get financial users set up quickly with predefined roles designed for specific financial positions
  • Mobile Devices have user defined field enhancements
  • Conditional Formatting for dashboard table widgets provides the option of specifying the style of rows or columns, including the use of formulas
  • Simplified Company/Branch Selector increases productivity by selecting a branch in one click
  • File Management Enhancement allows sorting and filtering attachments in any table or entity
  • Expense report receipts are auto-generated from images

Financial Management:

  • Application of Payments to Particular Lines of Accounts Payable Documents – Assign partial payments to an entire AP document or to individual document lines in various proportions. Acumatica also supports tracking of retainage by document (if included)
  • Approval of AR Invoices, Credit Memos, and Debit Memos – For companies requiring approval in certain AR situations, in addition to AR documents, user can also approve invoice, credit memos, and debit memos
  • Accrual of the Cost of Non-Stock Items supports posting of revenue and expenses to non-stock items to calculate their approximate net income
  • Corporate Credit Card support and reconciliation as been added to the applications

Project Accounting:

  • Budget Control on Document Entry warns users when a document exceeds the budget saved
  • Detail Level of the Project Budget options include task, task and item, and task and cost code with ability to update both the summary and detailed levels
  • Two-Tier Change Management supports grouping multiple change requests with markups into a single change order for approval
  • Project Budget Forecasts by period allow comparisons of actual project costs and incomes with the forecasted, original, and revised budget amounts for each financial period

Inventory and Order Management:

  • Changing the Vendor in Purchase Order enables buyers to review item prices from multiple vendors and select the vendor for a purchase order
  • Enhanced Linking of Direct Sales Order Invoices processes sales order and return lines with external point-of-sales (POS) systems
  • Validation of Customer Orders on Sales Orders automatically checks for unique customer order numbers and manages duplicates
  • Prepayment enhancements add one or more prepayment requests to purchase orders, as well as purchase orders to be added to prepayment documents
  • Warehouse Management System (WMS) added advanced picking and bulk processing
  • International Shipping Options with “ShipEngine” integration like current UPS/FedEx/Stamps support


  • Daily Field Reporting features make sure everyone is looking at the same information in a timely manner
  • Detailed Retainage Tracking allows users to track retainage at the line level in AR Invoices
  • Change Requests features reduces profit fade by proactively managing owner change requests
  • Enhanced Lien Waiver Capabilities assist in avoiding accidentally paying a vendor
  • Project Budget Forecast Report shows at a glance forecasted revenue and cost by month
  • Project Cost Transaction History Report confirms billings vs. costs
  • Customer and Vendor Transaction History Reports better manage cash flow

Field Service:

  • Service Orders may be automatically defined by user or appointment type, and they can be copied once or on multiple occasions with new dates and times
  • Project Accounting integration supports creating service contract, project schedules and task with default cost codes by service order type
  • Manual Discounts may be applied to service orders and appointments by amount, percent, or as a discount to stock and non-stock products
  • Calendar Enhancements for simplified appointment creation
  • Mapping Enhancements for locations and routes


  • Engineering Change Control (ECC) streamlines multiple change requests by optionally grouping them for approval process, as well as displaying them in bill of material comparisons
  • Material Requirements Planning (MRP) has improved forecasting and exception handling, as well as regeneration options for non-stock items
  • Outside Processing of manufacturing operations by suppliers has better work flow options from scheduling through purchasing

Want to learn more? Join us in Columbus, OH on November 7th for the Acumatica 2019 R2 Roadshow.

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