Introducing Acumatica Cloud ERP: 2025 R1

A Modern UI Built for The Future

Get ready to embrace the future with Acumatica ERP 2025 R1, unveiling the much-awaited modern user interface (UI)! This release is set to revolutionize your experience, offering a controlled migration to the new UI. What makes this modern UI so special? Let's break it down:

• Enhanced Aesthetics: Enjoy a sleek, refreshed look and effortlessly view information at a glance.
• Speedier Performance: Experience quicker response times, ensuring your tasks are completed in a flash.
• Personalization Power: Tailor forms to match your specific workflows and information needs, putting you in control.
• Responsive Design: The layout adapts seamlessly to any device you use, providing a consistent and intuitive experience.

ERP Software That's Easy on the Eyes

The entire application has been modernized with color accents for data elements, data grouping, and personalization features such as:

• Intuitive Data Inquiries: Find data faster with improved filters and saved settings to boost productivity.
• Personalize and Unclutter Screens: The modern UI empowers employees to take control of their user experience. Users can 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.
• Design Screens with WYSIWYG Tools: Site administrators and trusted users with appropriate permission can tailor screens without coding.
• Capture More Information with User-Defined Fields : It's never been easier to create and add user-defined fields to forms throughout Acumatica.

Connect, Extend, and Automate Business Processes

In addition to the modern user interface and artificial intelligence enhancements, the latest Acumatica Cloud ERP release introduces connectivity, mobility, globalization, automation, and customization improvements.

Simplify Hardware and Application Connectivity

Enhanced integrations and platform improvements streamline workflows and data sharing across systems, fostering seamless collaboration.

Specify polling frequency for DeviceHub scales

Stay Connected with Mobility Improvements

Upgraded mobile capabilities ensure that users can access critical ERP functions on the go, with improved visibility into operation and transaction processes, boosting productivity and user confidence.

Leverage Globalization Features

Expanded support for international operations includes Canadian T4A - Statement of Pension, Retirement, Annuity, and other income form. Generate Canada T4A slips with electronic submission to the Canada Revenue Agency (CRA). Further, Acumatica 2025 R1 supports extended address settings compliant with international ISO 20022 address format standards. This global financial information standard improves address data accuracy, ensures compatibility with international systems, enhances data exchange, and streamlines international transactions.

Canada T4A Reports

Comply with ISO 20022 Address Format Standards

Identify Screens with Custom Workflows

New tools and features empower users to tailor the platform to their unique needs, enhancing usability and adaptability. For example, quickly identify screens with customized workflows.

Improved Report Automation

A new email notification tab provides access to email templates and report schedules. Simple and easy!

Proof of Purchase Receipts

Merchants can now delight customers by manually or automatically emailing or printing payment receipts for completed transactions. These professional, PDF-formatted receipts include all the payment details, streamlining the process for merchants while ensuring customers receive clear and efficient service.

Automate Purchase Receipts

Tailor Payment Receipt Documents

Increase Credit Card Charge Amounts

In Acumatica ERP 2025 R1, users can now increase the authorized amount for credit card payments without needing to void and recreate the authorization. This improvement simplifies the process, avoids delays, and prevents excess funds from being held on the customer's account, while keeping other transaction settings, like the expiration date, unchanged.

Prepayments from Sales Order Payment Links

In Acumatica ERP 2025 R1, users can now choose to have payments from payment links for sales orders recorded as prepayments instead of regular payments. This ensures the payments are correctly tracked in the Prepayment AR account, simplifying accounting and improving accuracy.

Refunds and Finance Charges for Payments

Users may record positive or negative charges for refunds or finance charges directly on the Payments and Applications form.

BAI2 Format Bank Feeds

Acumatica ERP 2025 R1 now supports the BAI2 bank statement format, enabling automatic processing of bank transactions. It also creates expense receipts for corporate cards and employees when configured.

Calculating a Payroll Deduction Based on a Percentage of Eligible Earnings

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.

Earning Type for PTO Banks

Starting in Acumatica ERP 2025 R1, the applicable earning types for accruing time off are defined on the PTO bank level instead of earning type level so users can more flexibly configure PTO banks.

Detailed Pay Stub Reports

Two new pay stub detail reports have been added to the system.

Payroll Stub

Pay Stub Details

Gain Insights with the Payroll Summary Report

A new payroll summary report has been introduced to simplify pay run reviews. The summary report provides an easy way to analyze single or multiple runs, offering key 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. Say hello to effortless payroll insights!

Provide Clarity for Employee Taxes with the New Payroll Taxes by Code Report

The Taxes by Code report has been added to 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.

Time and Materials for AIA Reports

Inflation, supply chain fluctuations, labor costs, and interest rates have more companies billing based on costs, while still using progress billing invoice formats (schedule of values) to outline the contract percentage of completion. With Acumatica 2025 R1, users can now add time and material lines from pro forma invoices to AIA reports.

Progress Billing Details for Pro Forma Invoices

View T&M Line Items in the Side Panel

View Labor and Material Details on the AIA Continuation Sheet

AP/AR Reporting Enhancements for Wider Filtering and Data Inclusion

Multiple AR and AP reports and inquiry forms were improved in 2025 R1 to make them more usable for construction companies. Previous reporting by customer, project, and vendor have been renamed to reflect the content more precisely and give users more control over the data they view.

Time-Sensitive Cost Projections

Acumatica ERP 2025 R1 introduces the Cost Projection by Date feature, enabling users to create detailed cost projections, analyze project margins, and review over- or underbilling for specific dates. The system streamlines this process by automatically adjusting budget levels based on project settings with flexibility to customize the projection's detail level.

Control Budget-Level Costs

Visualize Costs Over Time

Enhanced Workflows Supporting Multiple Projects on Invoices and Purchase Orders

Companies may incur costs from a single vendor for multiple projects. Materials may be purchased for more than one project from a single supplier. Experience Simplified data entry for single-project documents without losing flexibility for multi-project scenarios. The "Require Single Project per Document" option has been eliminated, enabling users to code varied transactions to a single project, multiple projects, or a combination of project and non-project codes—all in a single document.

Project Financial Vision Reporting Now Supports Rate of Spend

The new Project Financial Vision form allows users to analyze project costs and revenues and investigate anomalies in actual costs.

Project-Specific Inventory Workflow Enhancements, Including Transfers Back to Free Stock

Project-specific inventory is now better integrated with service management. Acumatica ERP tracks project-specific inventory details for projects using the "Track by Project Quantity" or "Track by Project Quantity and Cost" methods, configured on the Summary tab of the Projects form. Quickly transfer leftover project inventory to free stock, streamlining the process with mass-processing and automated transactions.

Project-Specific Inventory Lots

Project Inventory Side Panel

Transfer Project Inventory to Free Stock

Mobile Updates for Better Work with Project Quotes in the Field

Starting in Acumatica ERP 2025 R1, the Acumatica mobile app includes the Project Quotes screen, which fully supports all the capabilities of the Project Quotes form in the web version.

Unlock Enhanced Tracking with Lot and Serial Attributes

Acumatica ERP 2025 R1 adds attribute support for lot/serial numbers, enabling tracking and managing unique characteristics like product condition, durability, or pattern at the lot/serial number level. This enhancement enables distributors to:

Assign Attributes at Receipt: When receiving items, users can now assign specific attributes (such as size, color, batch number, etc.) to each lot or serial-numbered item directly in the system.

Maintain Attribute Values: Users can easily update and maintain these attribute values as needed, including adding details like pricing, photos, and product descriptions.

Search by Attributes: During the sales process, users can search for items based on their attributes, making it easier to find the right product quickly and accurately.

Streamline Transfer Receipts and Put-Away

Acumatica ERP 2025 R1 introduces enhanced flexibility for warehouse operations, empowering workers to use the mobile app to transfer items seamlessly between warehouses. This update optimizes efficiency and streamlines workflows with features like creating transfer receipts from delivery documents and enabling simultaneous item receiving and put-away.

Highlights of this new feature include:

• Warehouse workers can now create transfer receipts based on delivery documents, such as transfer shipments or transfer orders, using the mobile app.
• Multiple warehouse workers can receive and put away items simultaneously using barcode scanners or mobile devices.
• The system automatically switches between Receive, Return, and Receive Transfer modes based on the type of scanned purchase receipt, reducing manual steps.
• Users can specify a default mode for the Receive and Put Away form, simplifying the setup process.
• New tabs on the Purchase Orders Preferences, User Profile, Receive and Put Away, Purchase Receipts, and Shipments forms facilitate the processing and tracking of transfer receipts.

Receive and Put Away

Shipment Confirmation with Barcode

Mobile-Enabled Receive and Put Away for Transfers

Simplify Shipping Package Weights with DeviceHub

With the 2025 R1 release, you can now integrate scales as part of the Device Hub license, enabling automated scale weight capture during shipping preparation. This feature is ideal for small to medium-sized businesses that may not have a warehouse but still require efficient shipping solutions. Whether you're an online retailer with a brick-and-mortar store or a business with a small warehouse, this enhancement seamlessly supports your operations.

Highlights of this new feature include:

• Easily capture the weight of a package from a connected scale on the Packages tab of the Shipments form and in the Shop for Rates dialog box.
• Specify a default scale for your account in the User Profile form.
• Requires only the Device Hub feature to be enabled, simplifying the setup process.

Capture Package Weight from Shipments

Capture Package Weight While Rate Shopping

Easily Correct PO Receipts

In Acumatica ERP 2025 R1, users can now correct purchase receipts after they have been released, significantly reducing the time needed to rectify errors such as incorrect pricing or quantities..

Highlights of this new feature include:

• Easily correct receiving errors for released receivers with a correct and cancel action on the PO receiver.
• Ensure accurate inventory values and counts by reversing transactions and redoing receipts without needing adjustments.
• Cancel original receipts with offsetting entries and link new receipts to the PO for corrections such as cost, item, or received quantity edits.
• Streamline the process by eliminating the need for vendor or PO returns.

Amazon Inventory Availability Reconciliation

Connect fulfilled-by Amazon (FBA) data with Acumatica to close the loop on inventory inside your physical warehouse and stock at FBA locations. This new feature automates inventory movement via shipment transaction and transfer orders, enabling inventory tracking and transparency. It reduces manual reconciliation through automated updates, provides dashboards to quickly identify and resolve inventory variances, and offers flexible options for managing discrepancies.

Configure Connections for Amazon Data Entities

Manage Amazon Stock Transfers

Monitor Amazon Inventory Details from Personalized Dashboards

Importing Shopify Documents in the Default Store Currency

Acumatica ERP 2025 R1 introduces the option to import Shopify orders, payments, and refunds in the default store currency, simplifying workflows for users who don't require multicurrency accounting. Previously, these imports were processed in the currency used for payment in the Shopify store.

Shopify Product Catalog and Pricing Control

The integration of Acumatica Sales Price and Customer Price Class with Shopify Catalog enables merchants to control product visibility and pricing based on customer type or company location. Only products with active sales prices or active promo pricing in the Customer Price Class are synced with Shopify, while others are excluded. This enhancement streamlines catalog management and ensures better alignment with pricing strategies.

Production Orders by Build Capability

Acumatica ERP 2025 R1 introduces the "Production Orders by Build Capability" inquiry form, offering real-time insights into material availability for open production orders. This feature helps production managers quickly identify which orders can start, using intuitive color coding to indicate material readiness. Enhanced side panels provide detailed visibility into critical materials and production orders. The user-friendly interface streamlines decision-making, reduces delays, and improves production planning efficiency.

Finite Scheduling Views

Manufacturing schedulers and planners encounter considerable scheduling challenges, resulting in inefficiencies and potential production delays. New work center summary and master planning schedule views are provided to empower planners with clear insights regarding capacity and operation schedules.

Stay Informed with the New Master Schedule Board View