Acumatica News & Updates

Acumatica offers a free Cohort Onboarding Program designed to help customers get the most out of their Acumatica investment. This program is offered monthly. Over a 21-day period, participants gain access to role-based learning paths, foundational Acumatica training, and one of the program's most valuable benefits, live Office Hours with Acumatica subject matter experts (SMEs). These interactive sessions provide an opportunity to ask questions, learn from other customers, and receive practical guidance tailored to real-world scenarios. Program benefits include:Free, self-paced Acumatica training Role-based learning paths aligned to job responsibilities Live weekly Office Hours with Acumatica experts Flexible 21-day access windowThe current curriculum is setup so participants can pick and choose the content relevant to their role. Content includes:Welcome to Acumatica ERP Project Accounting Finance Operations: AR Clerk Finance Operations: AP Clerk Finance Accounting AdministrationWhethe

We're excited to launch Beacon, Acumatica's unified home for product knowledge.As mentioned in our previous announcement, Beacon is now live.One place for everything. Documentation, release notes, known issues, job aids, videos, and knowledge base articles now live together in a single, continuously updated destination.Personalized for you. Browse public documentation without signing in, or sign in with your existing Acumatica Portal SSO credentials for a tailored experience.AI-powered. Beacon includes an AI assistant to help you find answers faster. It's still learning; if it gets something wrong, please bear with it as we continue improving it. Send feedback to training@acumatica.com.More personalization coming. This is just the first step. Stay tuned for deeper role-based personalization and richer AI experiences ahead.Visit Beacon today: https://beacon.acumatica.com Beacon Tips&Tricks:  

Dear Community Member,With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.Connect, Learn and Share Volunteers Sought: Case Customers - New AI IdeaWe're exploring a potential new feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. acuCONNECT 2026: What to ExpectIn today’s fast-moving environment, it’s rare to find comprehensive ERP technology knowledge sharing in an engaging environment, but that’s exactly what acuCONNECT 2026 is offering every member of the Acumatica Community.Register today! Community Webinar - Capturing Signatures Inside Acumatica Mobile App. & Using Acumatica Community - August 25, 2026 - Recording Jini Nickelson - Acumatica Community Featured Member for September 2026Meet Jini Nickelson our Acumatica Community Featured Member for September 2026. It’s great to have

AI coding agents can move quickly—but only when they have reliable product knowledge and instructions. The new Acumatica AI Resources repository gives AI coding agents structured, version-specific resources for working with Acumatica ERP. This also reflects an evolution in developer education: As AI becomes part of the development workflow, we need to make trusted Acumatica knowledge and guidance available not only to developers, but also to the AI tools working alongside them.Whether you're upgrading a customization, troubleshooting an integration, or building a Modern UI control, these resources can help your AI coding agent work from relevant Acumatica documentation and development guidance instead of relying only on its general knowledge.What You’ll Find in the RepositoryThe 2026R1 branch includes resources aligned with Acumatica ERP 2026 R1:Development skills for updating customization projects, diagnosing and modernizing integrations, and building Modern UI custom controls. Share

Registration is now open for the next Acumatica Customer Onboarding Program cohort, starting June 1.This structured 21-day learning experience helps your team build confidence with Acumatica ERP through short daily lessons, role-based learning paths, quizzes, job aids, and weekly live Office Hours with Acumatica SMEs.Every learner starts with Welcome to Acumatica ERP, then continues into the path that matches their role, such as Controller, AP Clerk, AR Clerk, System Administrator, or Project Accounting.Review the Enrollment Guide to learn how to register.Spots are limited — register today and help your team get role-ready with Acumatica.Learn more about the program here: Customer Onboarding ProgramQuestions? Contact training@acumatica.com

In this article, we'll show you where to find the materials that were previously available in Open University and how to access them in Beacon.Training GuidesTraining guides are now available on the Training page. There, you'll find learning paths for your daily work and for product implementation.Developer training is available on the Training tab of the Code page.Job Aids Job aids are now available on the Download page of Beacon. Don’t see available job aids? Make sure you are signed in. Job aids are available for customers and partners.Videos Our videos are now available for partners and customers on the Watch page. Instead of long webinar recordings, you'll find short, focused videos covering a variety of topics.You're all set to explore Beacon! If you can't find something you're looking for, contact us at training@acumatica.com, and we'll be happy to help.

Acumatica offers a free Cohort Onboarding Program designed to help customers get the most out of their Acumatica investment. This program is offered monthly. Over a 21-day period, participants gain access to role-based learning paths, foundational Acumatica training, and one of the program's most valuable benefits, live Office Hours with Acumatica subject matter experts (SMEs). These interactive sessions provide an opportunity to ask questions, learn from other customers, and receive practical guidance tailored to real-world scenarios. Program benefits include:Free, self-paced Acumatica training Role-based learning paths aligned to job responsibilities Live weekly Office Hours with Acumatica experts Flexible 21-day access windowThe current curriculum is setup so participants can pick and choose the content relevant to their role. Content includes:Welcome to Acumatica ERP Project Accounting Finance Operations: AR Clerk Finance Operations: AP Clerk Finance Accounting AdministrationWhethe

This is a final reminder that Open University will no longer be available starting in September as we complete the transition to Beacon, Acumatica’s new home for product knowledge and training materials.All training materials are now available in Beacon. For guidance on navigating the site, explore our series of posts with tips for using Beacon.What You Need to DoBefore the transition:Download any quiz certificates you would like to keep. Make sure you’ve found and bookmarked the new Beacon pages for your favorite content, as the old links will stop working in September. Bookmark the main Training page for quick and easy access to all training materials.We look forward to continuing your learning journey in Beacon.

Looking for something from the past? It’s still within reach. Documentation changes over time, but sometimes older information is exactly what you need. With Beacon’s archived documentation, you can revisit older content for the supported product versions whenever you need to compare versions, review previous guidance, or understand the changes to the product’s functionality. Before You Begin Sign in to your Beacon account to access the full Download library, which is available to signed-in customers and partners.Need help with your account? See Beacon: How to Create an Account. How to Use Archived Documentation  From the home page, click the Download tab (Item 1 below) in the top navigation bar.  Scroll down to the PDF User Guides section (Item 2).  Click Download for the supported product version you want (Item 3).  Ready to revisit the past? Explore earlier documentation whenever you need historical context or want to see how the product has evolved. 

We all have those pages we return to—and need to search for—regularly. With Beacon’s bookmarks, you can save important resources and quickly access them whenever you need them. Before You Begin Sign in to your Beacon account to save and manage bookmarks.  The feature is available to authenticated users.   Need help with your account? See Beacon: How to Create an Account. How to Add a Bookmark  Go to the article you want to bookmark.  Click the More button (three dots) right of the title (Item 1 below).  Select Add to Bookmarks (Item 2).  Enter a name for the bookmark (Item 3).  The location will be added automatically.  Choose a color for the bookmark (Item 4).  Click Save (Item 5).  How to Find and Delete a Bookmark  Click the Profile icon (Item 1 below).   Select bookmark (Item 2).  Find the bookmark you want to delete.  Click the Delete (bin) button next to the collection (Item 3).  Confirm the deletion when prompted (Item 4).  Ready to Save Time? Create your personal list o

Acumatica offers a free Cohort Onboarding Program designed to help you and your team get the most out of your Acumatica investment. This program is offered monthly. Over a 21-day period, participants gain access to role-based learning paths, foundational Acumatica training, and one of the program's most valuable benefits, live Office Hours with Acumatica subject matter experts (SMEs). These interactive sessions provide an opportunity to ask questions, learn from other customers, and receive practical guidance tailored to real-world scenarios. Program benefits include:Free, self-paced Acumatica training Role-based learning paths aligned to job responsibilities Live weekly Office Hours with Acumatica experts Flexible 21-day access windowWhether you're new to Acumatica or looking to strengthen your team's knowledge, this program provides the training and expert support needed to accelerate adoption and build confidence. Learn more by accessing the flyer or reviewing the curriculum for all

Have you found something useful? Help others discover it too. Great information becomes even more valuable when it reaches the right people. The book sharing feature makes it easier to send useful resources to colleagues, teammates, or anyone who could benefit from them.Before You BeginSign in to your Beacon account to share resources. The feature is available to authenticated users.    Need help with your account? See Beacon: How to Create an Account.How to Share a BookIf you have a personal book that you want to share:Click the Profile icon (Item 1 below). Select a personal book (Item 2). Open the book you want to share. Don’t know how to create a personal book? See: Beacon Tips: Create, Customize, and Print Your Personal Books for details.Click the More button (three dots) (Item 3). Turn on the Share toggle (Item 4). Click copy link icon (Item 5). Share the link with others to make the available knowledge easier to access and explore. 

We’re back with Part 2 of our tips! Here are a few more helpful tips to support you on your journey.Before diving in, be sure to check out Part I here: Beacon Tips: Create Collections and PrintHow to Find and Edit a CollectionClick Collections from the main navigation (Item 1). Find the collection you want to edit. Click the Edit (pencil) button next to the collection (Item 2). Update the collection name, description, or color as needed. Click Save to apply your changes.How to Delete a CollectionFind the collection you want to delete. Click the Remove (bin) button next to the collection (Item 1 below). Confirm the deletion when prompted (Item 2).Can I Print or Download a Collection?A collection is designed to help you organize related Beacon resources in one place.You can open the items in a collection and work with them individually. For example, you can open a guide or document and print it if needed.A collection itself is not combined into one printable or downloadable document. If

 Collections make it easy to keep complete learning resources together in one place. You can add different types of materials to a collection, including: Guides, such as the Accounts Payable Guide or Customization Guide  PDF guides that are already prepared for you  Personal Books in your collection can group various topics, including user-authored topics Before You Begin Sign in to Beacon to create and manage your collections. The feature is available to authenticated users.   Need help with your account? See Beacon: How to Create an Account. Collection vs. Personal Book A collection helps you keep complete resources together. If you want to select individual topics from different guides and combine them into your own customized guide, use a personal book instead.See our previous topic on Personal Books: Beacon Tips: Create, Customize, and Print Your Personal Books.How to Create a Collection Click the Profile icon (Item 1 below).  Select No Collection (Item 2).  Click Create (Item 3).

Dear Community Member,With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.Connect, Learn and Share Community Webinar - Capturing Signatures Inside Acumatica Mobile App. & Using Acumatica Community - August 25, 2026 - Recording Rohit Rattan - Acumatica Community Featured Member for August 2026Meet Rohit Rattan our Acumatica Community Featured Member for August 2026. It’s great to have you as part of the Acumatica Community ​@RohitRattan88! Check out These ERP Podcasts!The Acumatica ERP Podcast - Hosted by experts from Acumatica alongside industry voices and customer storiesErpSeal  - Hosted by ​@Tim RodmanThe ABCs of ERP & Beyond - Hosted by @PeterNicholson and ​@nshah90The acu-connections Podcast - The acu-connections Podcast Acumatica User GroupsSome new virtual groups: Construction Customer User Group, Distribution Customer User Group, Food Distribution Customer User Group, Nonprofit Customer User Group Join today

Looking for more ways to access and use documentation? New resources are now available for you. Documentation continues to evolve, and having access to different formats and versions helps you find the information you need faster. With the expanded Download section, you can explore a wider range of resources, including:  PDF user guides for the last three version of Acumatica ERP  Diagram album  Job aids  Markdown files for release notes, documentation, and form and report reference topics for the last three versions of Acumatica ERP.  Before You Begin Sign in to your Beacon account to access the full Download library, which is available to signed-in customers and partners. If you aren’t signed in, you can still access and download the available sample job aids. Need help with your account? See Beacon: How to Create an Account. How to Download Resources  Click the Download tab (Item 1 below) from the top navigation bar on the home page.  Download and use the resources that support

 Looking for a specific topic? Beacon offers several ways to help you find the information you need.We recommend signing in before you begin because this gives you access to more content.Search All Beacon ContentThe Search box is available on every Beacon page. To search across all available content, start from the home page, which opens after you sign in. Note: Use keywords rather than full-sentence questions in the Search box. To ask questions and converse, use Beacon AI Chatbot, as described in  Meet Beacon's AI Chatbot: Your Shortcut to Finding Answers.Then you can:Enter one or more keywords in the Search box (Item 1 below). You can narrow down the results by clicking the All Content button here, or by using the Search page as described in Step 4. Press Enter or click the Search button (Item 2).   Review the list of available results. Optional: Narrow the results by applying filters (Item 4), such as content type, edition, scope, and version. Optional: Sort the results by the most

Have a question? Instead of searching through multiple pages, you can now get needed answers through a conversation.Introducing Beacon AI Chatbot, a smarter way to find information and navigate resources.What Is Beacon AI Chatbot?Beacon AI Chatbot helps you find answers by understanding your questions and guiding you toward the information you need. It works like a helpful assistant that helps you discover relevant content faster. As it responds to you, AI Chatbot takes into consideration what information you can access. You may get different answers based on whether you are a customer or a guest.Please note that we’ve deliberately excluded knowledge base articles, known issues, materials from the Download page, and videos from the chatbot to avoid any accidental display of secure information. This means that the AI Chatbot cannot respond to the questions about them. Our team is working on a solution—stay tuned. One more wonderful feature of this chatbot is that you can ask your questi

Your feedback helps us make the platform better for everyone. Whether you have suggestions, encounter an issue, or simply want to share your experience, we'd love to hear from you. Your comments and ratings help us understand what's working well and where we can improve. Before You Begin In Beacon, you can quickly rate any Help topic without signing in, while the detailed feedback option is available to signed-in users. So be sure to sign in to give us your feedback. Need help with your account? See Beacon: How to Create an Account.How to Rate a Topic  Open the topic you want to review.  Click the star icon (Item 1 below).  Select the star that represents your rating in the Rate this content section (Item 2).  How to Send Feedback on a Topic  Open the topic you want to provide feedback on.  Click the More menu (three dots) right of the topic title (Item 3 below).  Select Send Feedback for This Topic (Item 4).  In the pop-up window, enter your feedback in the Enter Feedback box (It

 One of Beacon's most useful features is personal books. You can create your own collection of topics, combine content from the documentation, and even add your own notes and instructions. It's a great way to keep everything you need for your daily work or a specific project in one place.Ready to get started? Here’s how to create and customize your Personal Books.Create a Personal BookSign in to Beacon and open personal books, as described in Step 4 of Beacon Tips: Finding Your Personal Books. Click Create.   Enter a name and an optional description for your book; then click OK.   Your personal book is now ready to use. Add Topics from the DocumentationClick Read or Code to go to the Product Documentation or Developer Resources page. Open the documentation you want to use.   In the navigation pane, click the name of the topic you want to add. Click the More button (three dots) next to the topic title and select Add to personal book.   To add the topic to an existing personal book, i

Sometimes the fastest way to understand something is to see it in action. The Beacon Video Library complements our Help content by providing visual reinforcement of key concepts and workflows, offering another way to deepen your understanding alongside the documentation. What Is the Video Library?The Video Library is a dedicated collection of helpful videos, walkthroughs, and visual guides designed to support learning and reinforce key concepts.Before You StartMake sure you’re signed into your Beacon account to access the Video Library. Our videos are available to Acumatica partners and customers.Need help with your account? See Beacon: How to Create an Account.How to use the Video LibraryAccess the Video Library from the Home page.After signing in, you can access the Video Library in either of the following ways:Go to the Watch tab (Item 1 below) from the top navigation bar on the Home page. Click the Video Library tile (Item 2), as shown in the image below.Browse the available learni

Please read the notice below if you are a partner engaging with a customer or if you are subscribed to licensing provided by Acumatica under terms outlined by Acumatica’s End User License Agreement or Acumatica’s Subscription SaaS Agreement.Hello Acumatica Customers and Partners,Notice of New Sub-processorThis notice, which you are receiving as a Subscriber under our End User License Agreement or Acumatica Subscription SaaS Agreement (the "Agreement"), is to inform you that we are engaging a new third-party provider ("Sub-processor") to assist us in the delivery of Acumatica's services.The following provides details of the new Sub-processor and the services it will provide:Name: Intercom, Inc. (doing business as Fin)Description of services: Customer engagement and support platform including live chat, automated messaging, and help desk ticketing to facilitate communication with Acumatica end users and to help resolve customer support inquiries. Address: 55 2nd Street, 4th Floor, San Fr

Acumatica's free Cohort Onboarding Program is designed to help you get the most out of your Acumatica investment. Offered monthly, this program provides the knowledge and support you need to build confidence and become more productive in Acumatica.Over a 21-day period, you'll gain access to role-based learning paths, foundational Acumatica training, and one of the program's most valuable benefits of live Office Hours with Acumatica subject matter experts (SMEs). These interactive sessions give you the opportunity to ask questions, learn from other customers, and receive practical guidance for real-world scenarios.Program benefits include:Free, self-paced Acumatica training Role-based learning paths aligned to your job responsibilities Live weekly Office Hours with Acumatica experts Flexible 21-day access windowWhether you're new to Acumatica or looking to strengthen your skills, this program provides the training and expert support you need to accelerate adoption and get more value fro

 Last time, we showed you how to create and print personal books. If you missed it, you can read that article here: Beacon Tips: Create, Customize, and Print Your Personal Books. Today, let’s look at how to print documentation from Beacon or save it as a PDF:Click Read or Code to go to the Product Documentation or Developer Resources page. Open the guide containing the documentation you want to print or save.   In the navigation pane, click the topic you want to print or save. Click the More button (three dots) next to the topic title and select Print this topic.   In the dialog box, select any additional topics you want to include. Click Print.   In the Print dialog box, select the needed option to print the book or save it as a PDF.Print or save your document.Note: Your dialog box may look different than the one shown below.Note: Downloading or generating the PDF may take a few moments, especially for larger books.You've made it easier to access your most-needed content—great job!

We're introducing a totally new experience—Personal Books. You can create your own personal books and do much more with this functionality, which we'll cover in future posts. But first, let's look at how to find personal books.Note: Please sign in to access this feature.For demonstration purposes, we'll use our predefined books, which are based on our existing training guides.To access them:Go to Training. Choose a learning path and click Save to My Library. Click your name in the top-right corner.   Open Personal Books and select the one you need.   That's it! We hope you'll enjoy the new format and its benefits. Stay tuned for more Beacon tips, where we'll explore the features of Personal Books and help you get even more out of Beacon.