ICAN Blogs

Acumatica 6 – New Features In Fastest Growing Cloud ERP

Acumatica Launches New Version of Award-Winning Cloud ERP Product: Acumatica 6 September 8, 2016 New Acumatica 6 features include Universal Microsoft Outlook Add-In, Dashboard Enhancements and Key Performance Indicator Widgets BOSTON, Mass. – September 8, 2016 — Acumatica, the leading global provider of flexible, easily-deployed business management software for small to mid-sized businesses, today announced the highly-anticipated release of Acumatica 6. Featuring useful new product and technology enhancements, Acumatica debuted this latest release of its cloud-based Enterprise Resource Planning (ERP) product at a well-attended launch event in Boston, Mass., with customers, partners, and industry analysts in attendance. “At Acumatica, we’re committed to midmarket customers and partners, whose rapid growth requires flexible, scalable, cost-effective tools,” said Jon Roskill, CEO of Acumatica. “Acumatica 6’s substantial technical improvements further our pragmatic performance, mobility, and integration capabilities.” “Acumatica’s unique mobile solution already enables Danforth Pewter’s personnel to view complete information anywhere, anytime, helping us to run the business from any location,“ said Bram Kleppner, CEO, Danforth Pewter. “I can’t wait to use the newest enhancements in Acumatica 6.” A few of the many new features in Acumatica 6 are: Integrated CRM – Acumatica Add-in for Microsoft Outlook: With this add-in, customers can view details on lead and contact records that already exist in Acumatica ERP, create new leads and contacts inside Microsoft Outlook, and customize the appearance of the Acumatica ribbon button in accordance with a company’s branding. Stunning Dashboards with large selection of visualizations, pivot tables, and Microsoft Power BI: The management and configuration of dashboards have been significantly enhanced in Acumatica ERP 6, making it far more convenient to add new...

Acumatica 6 Cloud ERP – Outlook Add-In

Acumatica is constantly looking to innovate. They are driven by the desire to improve efficiency, and make your work day easier and more informed. They strongly believe their product should be both pragmatic and easy-to-use.  With Acumatica 6, they continue to deliver on that promise. Everyone knows Acumatica is a full service suite, bringing together every aspect of your business from finance, to sales and marketing, shipping and receiving, and service management. Acumatica can service every area of your company. But what if Acumatica became even easier to use and at the same time make your work life simpler and more productive? These, among other guiding principles, are what have driven the upcoming launch of Acumatica 6 and the Acumatica CRM Outlook Add-In. A recent Reuters report revealed that the U.S. worker spends an average of 6.3 hours checking email every single day. Do the math on that and it’s easy to calculate that only 1.7 hours is left each work day for other activities outside of email. Crazy, right? This is where the new Acumatica CRM Outlook Add-In comes in. The Acumatica CRM Outlook Add-In will empower your business to be more agile, efficient, and to dramatically increase the productivity of each individual in your organization. Say you get an email from a potential customer. They’ve just watched a webinar featuring your product. They loved it, but have a question about a particular part. Typically, the first thing you’d do is look up the customer in your CRM. Have you interacted with them before? How much do they know about what you do? Have you been working with them for months? You probably don’t...

Acumatica 6 Cloud ERP New Features – Analytics

Companies have more data available to them than ever before, but they are all struggling to figure out how to make sense of it and put it to good use. This leads me to a well-known statement, but it’s one that impacted features that have been built into Acumatica 6: there is a big difference between data and information. Data is important, yes, but information is what actually moves your business—and analytics turns data into actionable information. It gives the data meaning so that you can do something with it, because businesses must have accurate and timely information to stay competitive in this constantly evolving marketplace. ERP vendors and products have always provided reports and even moderate dashboard flexibility, but Acumatica 6 will significantly extend your self-service analytics. With the newest version of Acumatica, you’ll see major improvements in three areas related to analytics. 1. Self-service dashboards and unique KPIs Acumatica’s new dashboards will remind you of something we’re all familiar with — arranging your apps on the home screen of your phone. The self-service dashboards are incredibly customizable by user, thanks to the responsive design mode that Acumatica created. You’ll be hard-pressed to find this type of functionality in any other ERP platform. The intuitive dashboards and key performance indicators (KPIs) are just some of the new adaptable features. Individuals can put trending charts and tables, web pages, widgets, alerts, and a variety of other things —all with the parameters and format you need—on your dashboard. It’s all been streamlined to transform data into information. Plus, as with all current Acumatica applications, these features are fully mobile. You can access...

6 Most Common Sales Tax Return and Filing Errors

Sales tax filing and reporting rules vary between jurisdictions in major ways. Each state has unique filing schedules, forms, payment thresholds and other administrative requirements that make staying on top of returns challenging. Following a few best practices can help you avoid costly penalties and fines. Join sales tax compliance and tax technology expert John Sallese as he explains: Which part of the returns process is the biggest area of tax risk How to identify whether your business has “nexus’ and should file in multiple states The most common remittance errors What typically happens when you fail to register This is one event you can’t afford to miss! Register today for the presentation 6 Most Common Sales Tax Return and Filing Errors Webinar Details Date: Tuesday, March 22 Time: 2:00 PM ET / 11:00 AM PT Duration: One amazing hour! Cost: Nothing Too busy on March 22? Sign up anyway and they’ll send you the recording. Register Now...

Cloud Computing Benefits

Cloud Computing Benefits Cloud computing benefits detailed in this latest blog posting from our friends at Repsly.com who provide mobile workforce solutions in the cloud.     https://www.repsly.com/blog/why-switch-to-the-cloud-20-benefits-of-cloud-computing    ...

ICAN InvestmentAssets for Endowment Funds Management

InvestmentAssets – Endowment Funds Management Inglewood Park Cemetery, an Endowment Care cemetery, is located in the state of California, and handles approximately $70M in investments monies.  Inglewood Park Cemetery, and its sister company, Park Lawn Cemetery, each have several funds in addition to the State required Endowment Care Fund, the earnings from which are used to maintain the cemetery grounds and facilities. The other funds include Commodities and Services purchased in advance by their clients, the earnings from which offset the price increases over time.  Jacqueline Gonzalez, Vice President of Fund Management, works directly with the Companies’ Investment Committee in managing these investments. Inglewood Park Cemetery used to leverage AS400 CCMS software, which had a General Ledger (GL) package designed for cemeteries. This meant that any asset reporting had to be processed manually using Microsoft Excel spreadsheets. Jacqui recalls, “This worked fine in the ‘80s when we had just 4-5 investment managers and 10 investment portfolios, but we’ve grown into a well-diversified operation with thousands of investments, such as equities, real estate, fixed income, mortgage backed securities, and much more, across our 42 portfolios.” Their month-end and year-end processes became very tedious to get through. It used to take them a full month to get through month-end processing, reporting and reconciliations. They were also very prone to error when dealing with their manual processes. “What we put in, we got out, and too much of our time was dedicated to checking and reconciling reports.” Jacqui shares. The volume of work required to handle monthly amortizations and interest accruals made it necessary   for those entries to be captured on a...
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