Events & Meet-ups

This webinar will 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.Presented by David GrossAbout David: I have been an Acumatica business consultant and implementation specialist since 2018.  My areas of expertise include Distribution, Manufacturing, Field Service, CRM, and Ecommerce to name a few.  I can create complicated GI’s and Reports (ARM and regular) and I am able to guide my clients through complicated needs assessment and create the solutions required to satisfy those business needs.  My interest in customizations was borne out of necessity and sustained by curiosity.  The more I am able to do without contracting a developer the better, and I am happy to share what I have learned (through much trial and error) so others can feel less intimidated an

Building Excellence: Acumatica’s Strategy for Profitable Construction Operations Securing 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.

We’re excited to announce the Pacific Northwest Acumatica User Group Meetup - May 22nd, 9:30 AM to 1 PM. If you’re in the Pacific Northwest area and can attend, we’d love to have you!AGENDA: 9:30 am  - Registration & networking 10:00 am  - Introduction 10:15 am - Acumatica presentation on AI by Dimitri 10:45 am  - Ask Mik Anything! (Founder and CTO of Acumatica) 11:15 am  - Community resource showcase 11: 45 am - Customer showcase 12:30 pm – Lunch & ISV presentations 1:00 pm – Customer Round Table 2:00 pm – ClosingWe would like all attendees to consider the following questions:How has Acumatica impacted your business - what is one win and one challenge you’ve faced with Acumatica recently? What would you like to see in future User Group meetings? Would you be interested in presenting content i

Lieu/Place:  Siege Social Velixo Headquarters  2575 Pl. Chassé #200, Montréal, QC H1Y 2C3Heure/Time:  4 à 7   Date:  jeudi  6 Juin   Thursday June 6 Order du Jour Tentative Agenda: 2 sessions bilingues/bilingual de 30-45 minutes maximum   Partenaire Sponsor ISV Velixo (10-15min)  -sujet à suivreInvité Spécial Guest: Ali Jani, CPO Acumatica Acumatica - Dana Moffat  PM Distribution - Travaillant ensemble - Comment la communauté peut s’impliquer | Working together - Community involvement in product   BBQ Réseautage pendant le 4 à 7 avec les employés AcumaticaNetworking BBQ during the 4 à 7 with Acumatica employees Nous demandons que les partneraires VAR et ISV se limitent en nombre (3 par bureau) et soient accompagnés par un client/client potential.  Les clients/clients potentiels sont les bienvenus avec ou sans partenaire.

Check out these meetups happening in May and June. If you’re a customer in any of these areas, please think about joining in! Join the NE Acumatica User Group and then RSVP HEREJoin the Canada East User Group and then RSVP HERE  (Montréal)

We’re very excited to announce Q2 2023 South Texas Acumatica User Group meeting May 16 in Houston, TX from 2 PM to 4 PM CST with a Happy Hour to follow until 5:30PM.If you’re in Houston and the surrounding area and can attend, we’d love to have you!LOCATION: MCA Communications 483 W. 38th, Houston, TX 77018AgendaRound Table (2:00 PM – 2:30 PM) South Texas Acumatica User Group Board Introductions Community Guidelines and Rules Discussions Key Issues/Concerns Educational Demos (2:30 PM – 3:15 PM) Contract Payments GoFormz Acumatica Self Service Tools 2024 R1 Upgrade (3:15 PM – 3:45 PM) Q&A (3:45 PM – 4:00 PM) Happy Hour (

We’re very excited to announce the SE Acumatica User Group Meetup - May 1st, 11 AM to 2 PM EST. If you’re in the Southeast area and can attend, we’d love to have you!LOCATION: Atlanta Tech Park 107 Technology Parkway, Peachtree Corners, GA 30392AgendaWelcome  Tips and Tricks Acumatica - 2024 R1 Version Release Highlights Lunch Break – Elizabeth’s Catering Sponsor presentation NetworkingRSVP HerePLEASE NOTE: This is a pitch-free environment. As such, Acumatica partners should only attend if a client/prospect is present.

ATTENTION!! The time has finally come again!The Southern California Acumatica Users are once again getting together IN PERSON for Networking, Learning, Lunch, and Touring a fun toy facility!Agenda for Tuesday, April 16th 11am-2pm PT:Welcome, Introductions, Sharing by Bandai Namco (makers of collectibles like Pokémon) Presentations include 2024R1 New Features, Single-Sign On with Acumatica/Add-Ons, and Uses for Co-Pilot with Acumatica/Excel/Reports! Best Finds from Acumatica Summit 2024, Open Questions/Discussions Lunch and Velixo Sponsor Presentation Closing Remarks and Suggestions for Next Meeting Post Meeting Networking at local restaurant too!Location: Bandai Namco Toys & Collectibles America Inc., 23 Odyssey, Irvine, CA 92618*Tour attendance limited, sign-up quickly!RSVP

Check out these meetups happening in April and May. If you’re a customer in any of these areas, please think about joining in!Join the SoCal Acumatica User Group and then RSVP HEREJoin the Minnesota Acumatica User Group and then RSVP HEREJoin the

Hello,The Acumatica channel is rapidly expanding, and our partners are looking for ERP consultants to manage their growth and meet increasing demand.To accelerate this onboarding, Acumatica will provide a series of in-person courses led by Acumatica and industry experienced consultants. By attending this training, you will gain vital skills and expertise to deliver better results for your customers.Please find the details of the upcoming workshops below and register today.Note: There are pre-requisites to attend these workshops and access to certain learning content is gated. If you need assistance, please email jessica.pidgeon@acumatica.com directly. Where? Renaissance Columbus Westerville-Polaris Hotel Westerville, OH

Hi everyone,We’re very excited to announce Q1 2024 NY/NJ Acumatica User Group meeting Feb. 28th in Manhattan, NY from 10 AM to 1 PM EST. If you’re in New York and the surrounding area and can attend, we’d love to have you!AGENDA:  Summit 2024 Highlights Presentation/Demo of the new Demand Requirement Planning (DRP) available in 2023 R2 Global PayEx: Realizing Real-World Benefits: AI/ML-powered AR/AP Automation Solutions for Acumatica Customers (more information below) RSVP hereNOTE - If you don’t already belong to the group, you will need to Join to RSVP:Go to the

Informed Fulfillment & Shipping for Acumatica UsersFrom the time an order comes in to the time it leaves the dock, there are many opportunities for errors and delays if you don’t have the right processes in place.Attend this webinar to learn how tools like DataSelf and 3G Pacejet Shipping help you ship faster and more accurately:Use Quantity on Hand forecasting to confirm the ability to fulfill Get instant visibility into missed shipments, late POs, stockouts, or anything else that could lead to delays Streamline your shipping process with scan pack for fast deliveries without errors Stay on top of rising costs by optimizing carrier selection and avoiding unexpected surcharges…all with seamless integration to Acumatica.Register Today 

How Architectural Product Companies Streamline Manufacturing with AcumaticaWhen: Thursday, November 9, 2023 11:00 - 11:45 am PSTArchitectural product manufacturers make complex items, like doors, windows, cabinets, staircases, millwork, and prefabricated buildings. But few ERP systems s

Acumatica and Velixo can help navigate the intricacies of reporting. But don’t just take our word for it. Now you can access the on-demand webinar, Make Better, Faster Business Decisions with the Power of Live Data, to learn more about transforming your business and accelerating success with Acumatica and Velixo. Watch the webinar to see how you can: Pull live ERP data into your Excel worksheets. Push Excel data to Acumatica, eliminating duplicate, manual data entry. Use Smart Refresh and Smart Drilldown for accurate,

Data governance is critical to success in today’s digital economy. Remember to register for tomorrow's webinar—Make Better, Faster Business Decisions with the Power of Live Data—to see how Acumatica Cloud ERP and Velixo’s Excel-based reporting solution can put control over your own data back in your hands.Use cases range from financial reporting, financial consolidations, close management, any operational reporting on ERP data, budgeting and planning, project forecasting, data integration and business process automation.It’s time to save money, make fast, accurate decisions, and transform your business with Acumatica and

Acumatica Generic Inquiries are a reporting tool that can be used to access any data in Acumatica including attributes and custom fields.  Generic Inquiries also provide the data behind dashboards and pivot tables, and can be exposed to external applications using oData.Attend this webinar where community contributor Laura Jaffe will share tips and tricks for both novices and experts to make the most of this powerful functionality:* How to easily identify relevant data tables and relationships* Use of parameters and conditions to filter results* Formatting of output results, including the use of schema fields and conditional formatting* Grouping and aggregation* Left joins and self joins to find missing data or the latest record detailsPresented by Laura Jaffe, Principal / Consultant - Parallel Solutions  

Companies that try to manage all their data and reporting needs through manually produced Excel spreadsheets can struggle with: Obsolete and error-prone data. Repetitive, time-consuming reporting processes. No communication between reports and the company’s business management software. Even exporting data to Excel sheets from a modern ERP solution like Acumatica can be a disconnected, inefficient experience.Attend the upcoming webinar, Make Better, Faster Business Decisions with the Power of Live Data, to learn how pairing Acumatica Cloud ERP with 

 Join Evgeny Kralko who will be talking about Implementing Avalara Use Tax Functionality with Acumatica, as part of his participation in NEXT on September 21st at 10:30 am PST. In this session, you will learn how Acumatica integrated Avalara's automated use tax calculation into its ERP, informing buyers about owed use taxes on bills from Accounts Payable activities. NEXT is Avalara’s global tax compliance event exclusively designed for our tech partners, developer community, and technology leaders. It is taking place on September 20th and 21st. Register here. 

Hi everyone!We have several Acumatica User Groups having in person events coming up. If you’re located in one of these areas, please join your local group and attend if possible. Greater Chicago Acumatica User GroupSave the Date: October 25 - Greater Chicago Acumatica User Group Meeting - 3PM - 6PM Join a local Acumatica User Group today! 

During this community webinar, Yuriy Zaletskyy will showcase and analyze two areas of workflows: Workflow options and State workflow engine in Acumatica.  Yuriy Zaletskyy, Founder, CTO, AcuPower LTDCheck out Yuriy’s Blog HERE

CRM: Best Practices and Future Vision When: Thursday, July 20, 2023 at 10:00 AM Pacific Daylight Time Marketing, sales, and support teams want (and need) optimized customer data, automated workflows, and reliable analytics, so they can learn about the expectations and requirements of potential and existing customers. Acumatica’s CRM software is designed to make this a reality. 

 WHEN: Wednesday, June 14, 2023 10:00 AM Pacific Daylight TimeResearch shows that small and medium-sized businesses (SMBs) can improve their financial performance, customer loyalty, and brand reputation by adopting environmental, social, and governance (ESG) practices. But what’s the best way to implement ESG initiatives that align with your business goals and strategy?In this webinar, you will discover:The benefits of su

A Customer Story of Partnership and Growth: How PXG partnered with Avalara and Acumatica to Achieve Outstanding Results.Join Avalara and Acumatica as we share the incredible success story of PXG, a leading golf equipment manufacturer. Date & Time: Jun 27, 2023 10:00 AM PT / 1:00 PM ETDiscover how PXG leveraged the power of Avalara's tax automation and Acumatica's cloud ERP to streamline their tax compliance process, enhance their financial visibility, and achieve unprecedented growth.Through this webinar, you'll gain valuable insights into how these solutions can help you simplify your tax management, streamline your financial operations, and drive customer success.Don't miss out on this opportunity to unlock the secrets of customer success!

When: Thursday, June 8, 2023, at 10 AM PDT.Each woman’s career advancement is important not only for her but also for society. While moving forward in their careers, women gather diverse experiences and craft unique perspectives that lead to innovative solutions, spur better decision-making, and create examples for future generations to follow.Career advancement requires hard work and dedication, and, for women, it comes with a set of unique challenges. During this one-hour webinar, our speaker JJ DiGeronimo will share practical tools and techniques for: Overcoming common career obstacles. Sidestepping self-doubt. Increasing your self-efficacy.

 When: Wednesday, April 26, 2023 10:00 AM Pacific Daylight Time Marketing, sales, and support teams want (and need) optimized customer data, automated workflows, and reliable analytics, so they can learn about the expectations and requirements of potential and existing customers. Acumatica’s CRM software is designed to make this a reality. Attend this webinar to achieve practical insights and strategies for: Expertly feeding the sales funnel​.  Efficiently managing your sales pipeline. Improving customer retention and lifetime value.  Integ