Frequently Asked Questions
Frequently Asked Questions
A: It verifies that Acumatica has controls in place to securely host and manage your data. While SaaS providers handle operations, customers remain responsible for establishing effective controls. Acumatica has completed SOC 1 (financial control) and SOC 2 (security/availability/confidentiality).
A: SOC (System and Organization Controls) reports are issued after AICPA-based audits assessing risks, controls, security, confidentiality, processing integrity, and availability.
A: Completed SOC 1 and SOC 2 audits in October 2016, with annual reviews around September.
A: Hosted on AWS, Acumatica infrastructure complies with various regulations and best practices. For specific requirements, contact Acumatica—additional fees may apply. Canadian customers can host on AWS in Canada to comply with PIPEDA.
A: Yes—credit card info is entered only on the client side and transferred directly to processors, never stored or transmitted via Acumatica servers.
A: Report it immediately via “Report a Security Issue.” AS2’s Incident Response Team will investigate and provide feedback within 24 hours.
A: Hosted on AWS with rigorous datacenter security: physical access control, video surveillance, two-factor authentication for staff, escorted visitors, fire detection/suppression, controlled power and climate systems.
A: Yes—assign unique security credentials per user, role-based or individual. Unlimited users are allowed at no extra charge, and actions can be tracked.
A: Enterprise-class anti-virus software continuously monitors, detects, and removes malware including Trojan horses, worms, spyware, keyloggers, etc.
A: Intrusion Detection System (IDS) locks out attackers and initiates investigation. User logins can be restricted by IP.
A: Acumatica provides an SSL-protected URL. You may use your own certificate for custom URLs.
A: No—each subscriber has a separate database. Multi-tenant architecture still ensures improved security and separation. Data isn’t stored in the browser, only briefly transmitted via SSL.
A: Temporary zip files are generated for snapshot downloads and may stay on server for a few days before auto-deletion. You should not rely on them for long-term storage.
A: They’re permanently deleted in Acumatica. If exported prior to deletion, they can be restored later (version must match).
A: Snapshots double database size. It’s recommended to export and download them, then remove them from Acumatica to control size. You can later re-import if needed (same version required).
A: Yes—if you have backup access service or a copy of your data, Acumatica (via AS2) can restore for a one-time services fee. Without those, restoration isn’t guaranteed, as automated backups are meant for global disaster recovery. Acumatica Cloud ERP
A: Use the restore feature in Acumatica. Be cautious—restoring overrides production. Recommended to snapshot production again before restoring, and do it outside business hours. Acumatica Cloud ERP
A: Account is disabled—but data is retained 30 days before full removal. You can request the full database within 10 days past expiration.
A: It gives you anytime access to 7-day rolling backups via SFTP. Standard fees apply for restore. Offered in addition to standard backup procedures.
A: Retention schedule:
1. Daily backups retained for 2 days
2. Weekly last backup: 2 weeks
3. Monthly last day backup: 2 months
4. Quarterly last backup: 1 quarter
5. Yearly last backup: 1 year Acumatica Cloud ERP
A: A ~2-hour daily period (between 12 a.m. to 6 a.m.) during which your instance is backed up; performance may be slower during this time.
A: No—backups are automatic and free, including daily full backups and frequent transaction log backups, replicated to another zone. Access to backups may incur fees or require an optional service.
A: Acumatica backs up data to another geographic zone and will recover from an alternate datacenter as needed, per SLA.
A: Via the “Space Usage” screen in Acumatica.
A: Automated backups: Continuous, retained based on defined schedules. You can request copies for a fee or subscribe to a backup access service. Database snapshots: Full database copies for on-demand restoration, consuming subscribed storage. Only workable if you have free space.
A: Yes—sandbox refresh is manual and subject to rates based on database size and free space.
A: No—sandbox changes are temporary and lost on refresh. Instead, use test tenants within production, which allow easier data copying.
A: A sandbox is a separate instance for testing or training—isolated from your production environment.
A: Backups are full relational database copies, fully restorable to your local SQL Server environment.
A: Yes—during the 30-day suspension, Acumatica can provide a backup copy if the account is in good standing.
A: After expiration, your account is suspended for 30 days. Data remains intact during this period and can be reactivated.
A: Yes. Acumatica supports load-balanced, multi-server setups to enhance performance and ensure high availability.
A: Acumatica SaaS scales from a few thousand to millions of transactions per month—suitable for very large enterprise scenarios. Speak with AS2 to explore options.
A: Resource level is based on your peak load—typically your monthly commercial transactions (like invoices, orders, payments). Share volumes and peak usage patterns with AS2 to determine the right level.
A: Acumatica uses 24/7 monitoring tools that automatically alert engineers when performance falls outside guideline thresholds.
A: For urgent connectivity issues, report an outage immediately. For slow performance or other issues, contact AS2 to investigate with Acumatica.
A: These are allocated based on your consumption level, allowing you to scale by upgrading as needed.
A: Yes, if your purchased Resource Level matches your needs. Reserved resources ensure consistent performance even during peak usage.
A: Yes—after the first year, you may cancel at renewal with at least 30 days written notice.
A: Yes—upgrade anytime. Downgrades are available at renewal, with a minimum of 30 days written notice.
A: You can switch license/subscription types in approximately 3–7 business days. Acumatica provides your data copy at no extra charge to your partner.
A: Yes—subscription billing starts from the invoice date, covering configuration, implementation, and training, even if the system isn’t yet live.
A: New service is usually provisioned within 1 business day after purchase (up to 5 days). You agree on the subscription expiration date with AS2. Renew at least 30 days before expiration to avoid service disruption.
A: Usually, access may be temporarily disabled during maintenance. Acumatica strives to minimize downtime.
A: Scheduled maintenance is typically communicated a week in advance, lasts under 30 minutes, and usually occurs during off-peak times or weekends. Unscheduled maintenance may also happen but is notified when possible.
A: Since the 2021 R2 release (August 2021), Acumatica includes a DAC (data access class) Schema Browser inside the software. There’s also full documentation of the development platform APIs.
A: Rather than stored procedures, use Acumatica’s development platform APIs to build server-side customizations. They ensure data integrity and are maintained by the system.
A: No—ODBC access is not allowed. You should use Acumatica’s development platform APIs, which are easier to maintain, protect data integrity, and respect security policies.
A: Yes—many customizations can be separate per company, but those requiring database schema changes (like adding user-defined fields or UI changes) are shared.
A: Acumatica SaaS uses Microsoft SQL Server. Other database options are available for private cloud deployments.
A: No. A single database holds your Acumatica SaaS subscription, and you can track financials for unlimited related companies. Security features let you control what is shared or separated.
A: You’ll be given a URL like <yoursubdomain>.acumatica.com accessible from any browser. AS2 can also help set up a custom domain URL if you provide your SSL certificate.
A: Acumatica SaaS on AWS includes disaster recovery, backup services, 24/7 access, high availability, monitoring, software updates, and application maintenance—all backed by Acumatica’s SLA. For private cloud needs, there’s a Private Cloud Subscription (PCS) model.
A: This program delivers automated patches and upgrades, ensuring customers stay on the latest release. Benefits include access to latest features and fixes, predictable maintenance scheduling, streamlined support, and lower upgrade costs. Customers get regular patches, service packs, and semi-annual upgrades; they also receive a free sandbox for testing and training prior to upgrades. For more flexibility, Acumatica offers “Acumatica Flex.”
A: Acumatica handles setup and provisioning of the application and environment. It also automates backups, software updates, continuous monitoring and tuning, including multi-homed internet and power backup.
A: Billing happens through AS2 and is based on:
Annual subscription (edition, modules, SaaS consumption),
Additional storage (notify at 90% usage; pro-rated charges, via partner),
Support and services (via partner or optional direct support plan),
Third-party ISV marketplace solutions.
A: It’s a software-as-a-service deployment hosted on Amazon Web Services (AWS) that can be accessed via any web browser on any internet-connected device. You pay as you go, can scale up or down easily, and avoid complexities of managing hardware and software. It also offers top levels of security, availability, and performance.
