Events & Meet-ups

Understanding Cost Projections and WIP in Acumatica: What Every Project Team Should Know - Tue, Dec 16, 9:00 AM - 10:00 AM (PST)Cost projections and WIP reporting are two of the most powerful tools in Acumatica’s project accounting. In this session, we’ll walk through how to build accurate projections, how they flow into your WIP report, and where teams typically get stuck. You’ll also see how the new WIP Adjustments option helps clean up variances without manual journal entries.This webinar is ideal for project accountants, controllers, and project managers who want clearer, more consistent project financials, and a deeper understanding of Acumatica’s forecasting and WIP workflows.Presented by Iqra Harrison  | Senior Business Consultant, Protelo Inc. | 

RECORDINGS AVAILABLE HERE: We’re excited to announce Virtual DevCon 2025, Acumatica’s annual developer conference designed to empower our technical community with the in-depth knowledge and tools to build exceptional customizations, integrations, and applications on the Acumatica Platform.This year’s event will be held over three days, developers of all experience levels can participate and learn at their own pace.Our lineup of speakers includes CPO Ali Jani, along with other Acumatica product experts and community developers, who will share their insights, best practices, and deep technical dives into the platform.Virtual DevCon 2025 will

Virtual DevCon 2025 Has Finished Up: Thank You for Joining Us! We’ve officially wrapped up Virtual DevCon 2025, Acumatica’s annual developer conference dedicated to empowering our technical community. Over three days, presenters of all experience levels came together to explore the latest tools, techniques, and innovations for building on the Acumatica Platform.From an insightful roadmap by CTO Mike to deep technical sessions led by Acumatica experts, this year’s event delivered a wealth of knowledge and inspiration.Missed a session or want to revisit your favorites? Recordings are now available [here], and some session presentations are attached for your reference. We will update this post as more presentations become available.If you had any questions during the sessions that weren’t answered, please ask them

Here everyone! I’m back with another webinar highlighting a solution I believe is a gamechanger in property management. Acumatica series:Property Management Accounting — Simplified. Automated. Unified.📅 November 13 | 2:00 PM EST | 11:00 AM PST👉 Secure your spot: https://lnkd.in/ekTHR69xThis time, we’re teaming up with Anton Systems, Inc. to tackle one of the biggest challenges in real estate and property development — managing operations and accounting in one place.🎤 Speakers:–

Acumatica × Power Automate: Export Cases and Activities (with JSON parsing) - Tue, Nov 18, 9:00 AM - 10:00 AM (PST)Learn a fast, repeatable way to pull Acumatica Cases and their Activities into Excel using Power Automate. We’ll cover creating a connected app (client ID/secret), getting the access token, calling the Default endpoint with expand=Activities, and parsing the JSON into tidy rows. Perfect for support analytics, SLA tracking, and activity auditing—no custom code required. Presented by Yuriy Zaletskyy  | CTO, Co-Founder, AcuPower | Acumatica MVPRecording

As businesses face growing demands from digital disruption, regulatory shifts, and rising customer expectations, modernizing ERP systems is no longer optional — it has become a necessary step to remain effective and competitive. The key to tapping into potential growth opportunities today is accessing the latest AI technologies. The webinar will cover how: Today’s ERP systems offer deeper insights and improved access to critical information, helping organizations operate more efficiently and

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acuCONNECT 2025 is our fifth-annual virtual conference that focuses exclusively on Acumatica Cloud ERP customers and partners!Join us on September 18-19, 2025 for your chance to:Learn from experts, solution providers, and other users how to get the most from Acumatica Share your knowledge about how you use Acumatica to manage your business Connect with other acu-connect community members and expertsDon’t miss this incredible opportunity to discover how your business can get even more out of Acumatica Cloud ERP – not to mention the chance to win prizes, have fun, and it’s FREE thanks to the generous support of our sponsors!

Data by Design: Unlocking Acumatica’s Report DesignerTired of reports that don’t quite show what you need?  You’re not alone – and you don’t need to be a developer to fix it.  In this practical, beginner friendly webinar, Laura Jaffe will show you how to unlock the full potential of Acumatica’s Report Designer so you can shape your data to fit your business.Join us to discover:The building blocks of report design in Acumatica How to modify existing reports with confidence Ways to pull and filter the right data Layout tips that make your reports easy to read and use Live Q&A included – bring your questionsPresented by Laura Jaffe | Principal / Consultant | 

End-to-end Construction Project Lifecycle Support with Acumatica Construction Edition Small to medium-sized construction businesses often struggle with outdated, one-dimensional solutions that waste time and resources.  Acumatica Construction Edition is an all-in-one platform designed to support the entire project lifecycle—from bid to closeout. With Acumatica, construction teams can efficiently manage every step of a project and stay connected, no matter where they are.  Join us for this informative webinar to explore:   The common challenges SMB construction firms face and strategies for overcoming them.   A comprehensive product overview, including exciting new preconstruction and project management partnership

Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 | 9am - 10am PTDescriptionLearn how to build a powerful generic inquiry to quickly identify discrepancies between actual and expected values in Acumatica. These generic inquiries can power dashboards, reports, and automations in Acumatica, helping your team focus on potential issues that require their attention.This webinar was developed in response to questions from the 'Managing Operations by Exception' session at Summit 2025, where I demonstrated how generic inquiries can highlight records needing manual intervention due to unexpected values on customer POs, data entry errors, or workflow gapsAudienceSkill level: IntermediateAttendees should be familiar with creating generic inquiries and joining multiple tables.Presented by 

Managing construction budgets doesn’t have to be complicated! Join us for this webinar to learn how to set up, monitor, and adjust your budgets to keep financial control in check. We’ll cover configuring budgets, tracking actual costs, making revisions, and setting up Acumatica’s budget alerts to help you catch overspending before it happens.Introduction to Project Budgeting Setting Up Revenue and Cost Budget Budget Tracking as the Project Progresses Revising the Budget Monitoring Budget Controls Reviewing Project Balances and Performance Metrics Summary/Q&APresented by Iqra Harrison | Senior Business ConsultantPROTELO, INC  

In addition to acu-connect, there are many Acumatica-specific resources to help Acumatica users and partners succeed. In this webinar, we’ll be joined by:Chris Hackett with Acumatica – Acumatica Community and User Groups Foy Mainor with Acumatica – Acumatica Marketplace and Summit Tim Rodman – AUG Forums Members of acu-connectDon’t miss this chance to learn about all the ways these resources can help you harness the power of Acumatica!12/12 at 1:30 PM ET.Register HERE

Check out the recording!Engage with other Distributors in the Acumatica Community with the new Distribution Show & Tell where Acumatica customers, partners, and Product Management staff share different ways they use Acumatica, sneak peaks into upcoming features, discussions around vertical markets, and trends in the industry. Each meetup will have a topic with individuals prepared to share, time allotted for participation from others who have joined, Q&A with each person who has shared, and polls on various topics to get your feedback. Show & Tell will be informal and interactive, so come ready to share your camera and engage: participate in the discussions or just listen in. The first Distribution Show & Tell topic is SIDE PANELS, one of my favorite features of the Acumatica platform. See how Acumatica Community members have used side panels to track shipments, view PDFs, see if the Finished Good on the SO can be fulfilled on the requested date (explod

We are thrilled to announce a special partner training session dedicated to exploring the latest features and enhancements in Acumatica 2024 R2! This new release is packed with over 350 enhancements shaped by feedback from our vibrant community of over 26,000 members. Join us for an in-depth exploration of Acumatica 2024 R2 through a series of seven sessions spread over three days. Each session is tailored to cover specific aspects of the new release, ensuring you gain comprehensive insights into the core platform and each of the industry editions.  You’ll even have a chance to learn more about the newly launched Professional Service Edition.Monday, October 28th at 10:00 AM PDT – Professional Services Edition Tuesday, October 29th at 9:00 AM PDT – Core Platform Tuesday, October 29th at 10:00 AM PDT – General Business Tuesday, October 29th at 11:00 AM PDT – Retail Edition Wednesday, October 30th at 9:00 AM PDT – Distribution Edit

Agenda  November 6th NYCIntroductions  (11am – 11:30am) – 20 mins Al MaurerStatus of Acumatica project for your respective business Benefits achievedHigh level overview R2, 2024 (11:20am – 11:50am) –30 mins AcumaticaBreak (11:50 – noon - 10 mins) ADP Presentation (12pm – 12:30pm) - 30 mins Ashley from ADPADP Payroll integration with Acumatica Working lunch – (12:30pm – 1:15m )- 45 mins—open Discussion of User Experiences)   AllAnalytics The benefits of side panels CRMVelixo Presentation – (1:15pm- 1:45pm)- 30 mins Duffy Cohen (Velixo)Integration with Acumatica Reporting, Budgeting & Data Automation Wrap up – (1:45pm--2:00pm) - 15 mins Dinesh Jain (Acumatica)/Al Maurer

How to Evaluate Business Management Systems and Maximize Return on Investment  Thursday, October 24, 2024 at 11:00 AM Pacific Daylight Time Learn from other business leaders on how to: Assess Your Current Systems: Determine if you are outgrowing your  existing business applications and need to move to a modern ERP  platform. Evaluate ERP Options: Effectively assess ERP applications, vendors, and partners to find the best fit for your needs. Calculate Total Cost of Ownership: Understand the true cost of ERP applications, including hidden expenses and long-term savings. Maximiz

Check out these Acumatica User Group meetups happening in October and November. If you’re a customer in any of these areas, please think about joining in! October 23rd - Join the Greater Chicago Acumatica User Group and then RSVP HERENovember 6th - Join the NE Acumatica User Group and then RSVP 

We’re very excited to announce the Greater Chicago Acumatica User Group Meetup - October 23rd, 2PM - 5PM. If you’re in the area and can attend, we’d love to see you there!LOCATION Renaissance Chicago O'Hare Suites Hotel (8500 W Bryn Mawr Ave, Chicago, IL  60631)Agenda Doug Johnson, VP Solution Architecture, will be in-person and cover:Artificial Intelligence / Machine Learning overview and demo 2024 R2 release and impact Reporting overview (GIs and why they are important)Acumatica MVP Matt Butler with another Tips & Tricks session:Generic Inquiries to drive business flow Report Designer “Things you wanted to know about the designer but didn’t know to ask” SQL Views Demonstrate Construction WIP Report combining Reports, Subreports, SQL Views, and incorporation into Generic Inquiry. Q&A / Rapid FireAcumatica guest

Check out these Acumatica User Group meetups happening in September and October. If you’re a customer in any of these areas, please think about joining in! September 11th - Join the Utah Acumatica User Group and then RSVP HERE September 11th - Join the Wisconsin Acumatica User Group and then RSVP HEREOctober 23rd - Join the

Are you an Acumatica user in the construction industry struggling with Accounts Payables process challenges? Join us for an insightful discussion on 'AI-Enabled AP Automation: A New Era for Acumatica Customers,' tailored specifically for Acumatica users.The construction industry is facing challenges with rising costs, labor shortages, and increasing regulations. Traditional manual AP processes lead to delays, errors, and higher costs. Many Acumatica users in the construction sector are now looking for advanced solutions to streamline their AP workflows and improve efficiency.This informative session will feature Staci Connolly, from Acumatica, as our esteemed guest speaker. Staci brings deep finance operations expertise in the construction industry and extensive knowledge of Acumatica ERP solutions, which is crucial for executives, finance professionals, and decision-makers.The session will be hosted by Anu Agrawal, EVP & Head of North America at Global PayE

Acumatica Customer Portal PaymentsAllow your customers to view and pay their invoices in Acumatica Customer Portal using Acumatica PaymentsThis webinar will cover main features and benefits, installation, set-up steps and common payment flowsPresented by Igor Leybe (Acumatica - Senior Director Technology Partnerships) and Chris Elliott (Acumatica - Product Manager Payments)Recording HERE

This webinar continues the focus on some of the do’s and don’ts of publishing, creating actions and conditions, adding new fields, modifying workflows, combining customizations and business events, and understanding the makeup of a screen.  Tips and tricks will be sprinkled throughout.Please note this is a continuation of the May 22, 2024 session David gave. If you haven't already seen that one, please check it out here: Acumatica Community Webinar - Demystifying No Code Customizations - Wed, May 22, 2024 - RecordingRegister HEREPresented by David GrossAbout David: I

Building Excellence: Acumatica’s Strategy for Profitable Construction OperationsSecuring seamless construction operations can be daunting. But, with the right building blocks, you can achieve and maintain a comprehensive, integrated approach to project management.Attend this webinar to learn the strategy for establishing:A 360° view of your entire construction business. Enhanced communication with mobile-friendly capabilities that streamline field-to-office updates. Centralized information as a single source of truth across your organization. Project profitability