Project Accounting & ERP

Elevate Your Project Management and Accounting Efficiency

Discover Acumatica’s Project Accounting Suite: The Ultimate Cloud-Based Solution Tailored for Construction and Engineering Firms. Streamline your financial management with our comprehensive tools, from General Ledger and Accounts Payable/Receivable to streamlined Purchase Orders and Efficient Inventory Management. Experience the transformative power of Acumatica’s suite, designed not only to save time but also to drive unparalleled value and sustained ROI for your business



Master Your Data Management with Acumatica’s Advanced Tools

Effortlessly allocate overhead and shared expenses to individual projects with Acumatica. Tailor billing rules for revenue recognition, whether on a percentage-of-completion basis or upon task completion. Our platform enables you to meticulously manage inventory, labor, services, and more, all within your project budgets.

Gain critical insights by comparing actual project costs against both original and revised budgets through real-time reports. Enhance cost tracking accuracy by properly accounting for work-in-progress, thereby preventing premature impacts on COGS. Assign project managers, employees, machines, and other resources efficiently to specific projects and tasks.

Leverage templates for swift project creation with preset configurations. The cloud’s scalability facilitates multiple users collaborating on various concurrent projects. Seamlessly integrate activities from CRM or import from external systems for comprehensive data utilization in worksheets and billable records.

Efficiently create and update quotes, link them to CRM, track different versions, and transform them into projects. Acumatica’s cloud-based infrastructure ensures that you can work from any device, anywhere, fostering constant connectivity for collaborative, coordinated efforts. Stay up to date with synchronized information across all devices, bridging the gap between office and field operations.


KEY BENEFITS

SAVE TIME TRACK PROJECT COSTS

Quickly view and manage costs for materials, labor, services, and inventory, ensuring comprehensive and efficient project cost tracking.”

CONFIDENT AND CUSTOMIZED INVOICING

Tailor billing rates flexibly by work type, employee, customer, or project.

Accurately recognize revenue aligned with task progress or project completion percentage.

Enhance Budget Control with Remote Access

Empower remote employees, installers, contractors, and other personnel to efficiently submit work orders and timesheets from any browser-enabled device, facilitating better budget management and control.

MULTI-CURRENCY PROJECT ACCOUNTING

Efficiently manage project transactions in various currencies, maintaining accurate records in both the base and project currencies.

Easily review actual revenues, costs, and commitments in the project’s currency, and confidently present costs to customers in their preferred currency

Flexible Financial Periods for Each Company

Customize fiscal year-end dates for each company within a shared tenant, an essential feature for businesses that share vendors, stock items, and employees. Set these company-specific financial periods with precision at the branch level.



FEATURES AND CAPABILITIES

✔ Forecast Project Budget by Period

✔ Billing Mark-Up

✔ Create Billing Rules

✔ Reverse Unbilled Transactions

✔ Manage Project Quotes

✔ Add Project Activity Directly

✔ Change Orders

✔ Link Timesheets to Specific Projects

✔ Scalable

 


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