Client Service Center
The implementation of our accounting modules is complete. Well, at least all the functions that we had in our old system have been addressed with this
part of our implementation. We are still going to implement Credit Card Management and ACH for accounts payable. As VP of Sales and Marketing, this
part of our implementation has the least impact on me and my team. However, the ground work was laid for some future modules that will benefit my team.
We created a new product and services coding scheme that is much simpler. This went in place with accounts receivable and will be leveraged with Sales Order and Sales Opportunities. We want to streamline the process from “opportunity to invoice.” Today sales work in a different product than accounting, so a fully integrated solution should reduce many duplicate data entry points. This new coding scheme looked at both the reporting requirements for accounting and for sales.
Sales also helped with the reconciliation of the customer master conversion. Again, we were maintaining two separate customer masters between our accounting and CRM products. This will be fully resolved when executing the final implementation of Acumatica CRM.
I have just begun using Acumatica in my daily routine. The benefits to me so far:
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