ISC Software News & Updates

A Smarter Way to View Invoices, Place Orders, and Stay in Control
In today’s always-on, self-service economy, customers expect instant access to information and frictionless interactions with the businesses they buy from. Phone calls, emails, and manual paperwork no longer meet modern expectations—especially for B2B customers who need speed, accuracy, and transparency.
 
The Acumatica Customer Portal is designed to meet these expectations head-on. Seamlessly integrated with Acumatica Cloud ERP, the portal gives customers a secure, real-time window into their accounts—allowing them to view invoices, place orders, track shipments, and manage their relationship with your business, all in one place.
 
Let’s explore how the Acumatica Customer Portal transforms the customer experience while reducing administrative workload for your team.
 
A Single, Secure Source of Truth
At its core, the Acumatica Customer Portal is a self-service extension of your ERP system. Rather than relying on static PDFs or emailed updates, customers log into a secure portal that reflects live ERP data.
This means:

• No duplicated systems
• No outdated information
• No manual data re-entry

Everything customers see—orders, invoices, payments, and balances—is pulled directly from Acumatica, ensuring complete accuracy and consistency.
 
Easy Invoice Access and Payment Visibility
One of the most powerful features of the Customer Portal is invoice self-service.
Customers can:

• View open and historical invoices
• Download or print invoice documents
• Check payment status and outstanding balances
• Review credit memos and adjustments

This dramatically reduces common finance-related queries such as “Can you resend that invoice?” or “What’s our current balance?”—freeing up your accounts team to focus on higher-value work.
For customers, it means faster access to financial information and fewer delays in approvals or payments.
 
Simple, Intuitive Order Placement
The Acumatica Customer Portal makes placing repeat or new orders quick and intuitive.
Customers can:

• Create new sales orders online
• Reorder from previous purchases
• View pricing, availability, and order details
• Submit orders without emailing or calling

Because orders are created directly within Acumatica, there’s no lag between submission and processing. Sales teams see orders immediately, and customers gain confidence knowing their request has been received accurately.
This is especially valuable for businesses with:

• High order volumes
• Repeat customers
• Time-sensitive fulfilment requirements

 
Real-Time Order and Shipment Tracking
Once an order is placed, customers don’t want to chase updates. The Customer Portal provides visibility into the entire order lifecycle.
Through the portal, customers can:

• Track order status in real time
• View shipment details and delivery updates
• Access packing slips and confirmations

This transparency builds trust and reduces “where is my order?” enquiries—one of the most common causes of customer frustration.
 
Reduced Support Requests, Happier Teams
Every customer interaction that moves to self-service reduces pressure on internal teams.
By enabling customers to:

• Answer their own billing questions
• Download documents instantly
• Check order and delivery status

…your staff spend less time responding to routine queries and more time focusing on customer relationships, growth, and service improvement.
For many businesses, the portal quickly becomes a key tool for scaling operations without increasing headcount.
 
Personalised Access and Role-Based Security
Not every customer user needs access to everything—and Acumatica understands that.
The Customer Portal supports:

• Role-based permissions
• Controlled visibility by user or account
• Secure login and data access

For example, a finance user may only see invoices and payments, while an operations user can place orders and track deliveries. This ensures the right people see the right information—nothing more, nothing less.
 
Consistent Branding and Professional Experience
The portal can be branded to reflect your company’s identity, creating a seamless and professional customer experience. Instead of directing customers to disconnected systems or third-party tools, you’re offering a digital extension of your business.
This consistency reinforces trust and positions your organisation as modern, responsive, and easy to do business with.
 
Built for Growth and Cloud Accessibility
Because Acumatica is cloud-based, the Customer Portal is accessible anytime, anywhere, and on any device. Whether customers are in the office, on-site, or working remotely, they can manage their account without delay.
As your business grows, the portal scales with you—supporting more customers, more transactions, and more complexity without compromising performance.
 
A Win-Win for Businesses and Customers
The Acumatica Customer Portal isn’t just a convenience—it’s a strategic advantage.

For customers, it delivers:

• Faster access to information
• Greater transparency
• More control and independence

​For businesses, it provides:

• Fewer support requests
• Improved order accuracy
• Stronger customer relationships
• A more efficient back office

 
In a competitive landscape where experience matters as much as price, the Acumatica Customer Portal helps you stand out by making it easier—and more enjoyable—for customers to do business with you.

If you're currently using Microsoft Dynamics GP, you're likely aware that the platform is entering a maintenance phase, with enhancements ending in 2029 and support winding down by 2031. As a result, many organisations are beginning to explore modern ERP alternatives like Acumatica.

Before making the move to a new ERP system, here are the top five questions Dynamics GP users should be asking—along with the answers to help guide your decision.

1. What Will Happen to My Historical Data?
This is one of the biggest concerns for GP users. Years of financial, operational, and audit data are stored in GP, and preserving that history is critical.

• Answer: With the right migration tools and planning, your historical data—including transactional detail and audit trails—can be securely and accurately migrated to Acumatica. Validation processes ensure nothing is lost in translation.

2. How Does the New System Compare in Terms of Reporting and Analytics?
GP users often rely on SmartLists, Management Reporter, and Excel. But these tools can be limiting.

• Answer: Acumatica offers real-time dashboards, embedded analytics, and native Power BI integration. You can build reports without IT support and drill into data with ease—giving you better visibility and faster decision-making.

3. What Are the Integration Capabilities of the New ERP?
GP often requires third-party tools or custom development to connect with other systems.

• Answer: Acumatica is built with open REST APIs and OData support, making it easy to integrate with CRM, eCommerce, payroll, and other platforms. These integrations are upgrade-safe and can be configured with low-code tools.

4. What Does the Migration Process Look Like?
Migration can feel risky, especially for mission-critical systems.

• Answer: Acumatica and ISC Software offer structured migration processes that include data mapping, sandbox testing, and historical data import. You can even run GP and Acumatica side-by-side during the transition to reduce disruption.

5. What Are the Long-Term Costs and Licensing Differences?
GP uses a perpetual licensing model, while cloud ERPs typically use subscription pricing.

• Answer: Acumatica’s pricing is based on resource usage—not per-user licensing. This means you can scale affordably, with hosting, updates, and support included. No hidden costs, and predictable budgeting.

Ready to Explore Your Options?
Whether you're just starting to evaluate alternatives or actively planning your move, we're here to help. 

​Introduction
Acumatica is a comprehensive cloud-based ERP solution that helps businesses manage their operations efficiently. One of its features is the ability to integrate seamlessly with Microsoft Power BI, a powerful business analytics tool. 

​Acumatica uses OData (Open Data Protocol) to facilitate data integration with external applications such as Power BI. Here’s how you can set it up:

Once OData is set up in Acumatica, you can connect Power BI to your selected  Acumatica data:

1. Open Power BI Desktop: Launch Power BI Desktop on your computer.
2. Get Data: Click on the "Get Data" button and select "OData Feed" from the list of data sources.
3. Enter OData URL: Enter the OData URL (including Report name) from Acumatica and click "OK."
4. Authenticate: Provide your Acumatica credentials to authenticate the connection.
5. Select Data: Choose the data tables and fields you want to import into Power BI.

Step 3: Creating Reports and Dashboards

With the data imported into Power BI, you can start creating reports and dashboards:

1. Design Visuals: Use Power BI's drag-and-drop interface to design charts, graphs, and other visual elements.
2. Customise Reports: Tailor the reports to meet your specific business requirements by adding filters, slicers, and calculated fields.
3. Publish and Share: Once your reports are ready, publish them to the Power BI service and share them with your team.

​​Integrating Acumatica with Power BI can significantly enhance your business intelligence capabilities, providing you with real-time insights and powerful data visualisation tools.

​By following the steps outlined in this blog post and leveraging the advantages of Power BI, you can drive better decision-making and improve overall business performance.

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