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153 Topics
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 | 9am - 10am PT

Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 | 9am - 10am PT Description Learn 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 gaps Audience Skill level: Intermediate Attendees should be familiar with creating generic inquiries and joining multiple tables. Presented by Neil Cantral | Director of IT | Acumatica MVP Wilmar, LLC Recording Below Presentation Attached

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Acumatica Community Webinar - Managing Construction Budgets with Acumatica: From Setup to Execution - November 20, 2024 | 9am - 10am PT

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&A Presented by Iqra Harrison | Senior Business Consultant PROTELO, INC

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rtussing70
Freshman I
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Essential Resources to Help You Unlock the Power of Acumatica - Presented by acu-connect

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-connect Don’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

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louisagooding69
Acumatica Employee
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Did you miss the Community Meetup - Distribution Show & Tell: Side Panels - Tue, Mar 15?

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 (exploding a BOM into multiple levels),

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Semi-Pro II
DavidDeRego24
Acumatica Employee
DavidDeRego24Acumatica Employee
posted in Events & Meet-ups
Exciting Partner Training Opportunity: Discover Acumatica 2024 R2!

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 Edition Wednesday, October 30th at 10:00 AM PDT – Manufacturin

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antoons60
Jr Varsity III
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
NE Acumatica User Group Meetup - November 6th, 11am - 2pm ET. - NYC

Agenda November 6th NYC Introductions (11am – 11:30am) – 20 mins Al Maurer Status of Acumatica project for your respective business Benefits achieved High level overview R2, 2024 (11:20am – 11:50am) –30 mins Acumatica Break (11:50 – noon - 10 mins) ADP Presentation (12pm – 12:30pm) - 30 mins Ashley from ADP ADP Payroll integration with Acumatica Working lunch – (12:30pm – 1:15m )- 45 mins—open Discussion of User Experiences) All Analytics The benefits of side panels CRM Velixo 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 Acumatica Summit – Jan 26-29 – registration is open Tentative date and solicit ideas for the next USG meeting ( email to al@nassauprovisions.com) LOCATION: ADP New York -1 Pennsylvania Plaza (Penn Station) - (888) 871-0155 - 11am -2pm RSVP HERE PLEASE NOTE: This is a pitch-free environment. As such, Acumatica partners

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Semi-Pro III
S
Acumatica Moderator
StaceyReitz23
posted in Events & Meet-ups
WEBINAR: How to Evaluate Business Management Systems and Maximize Return on Investment

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. Maximize ROI: Discover the potential and real return on investment (ROI) that modern ERP applications offer. Register now to gain insights from industry peers who have transformed their businesses by moving away from entry-level accounting systems and adopting modern ERP solutions.

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Acumatica Moderator
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Upcoming October | November 2024 Acumatica User Group Meetups

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 HERE November 6th - Join the NE Acumatica User Group and then RSVP HERE November 20th - Join the Wisconsin Acumatica User Group and then RSVP HERE

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Greater Chicago Acumatica User Group Meeting | October 23, 2024 | 2PM - 5PM

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 Fire Acumatica guests in attendance: Sanket Akerkar, Acumatica Chief Revenue Officer Jean-Paul Gomes, Acumatica VC Customer Success RSVP HERE PLEASE NOTE: This is a pitch-free environment. As

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Upcoming September | October 2024 Acumatica User Group Meetups

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 HERE October 23rd - Join the Greater Chicago Acumatica User Group and then RSVP HERE

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Chris Hackett
Community Manager
S
Acumatica Employee
staciconnolly28Acumatica Employee
posted in Events & Meet-ups
WEBINAR: AI-Enabled AP Automation with Global PayEX ~ Thurs, 8/29 @ 11:30 am EST

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 PayEX, and an Accounts Payabl

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Freshman I
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Acumatica Community Webinar - Acumatica Customer Portal Payments - August 27, 2024 | 9am - 10am PT

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

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Acumatica Community Webinar - Demystifying No Code Customizations Part 2 - Thu, June 27, 2024 | 9am - 10am PT

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 - Recording Register HERE Presented by David Gross About 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 wa

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Chris Hackett
Community Manager
J
Community Manager
jessica.pidgeonDirector, Partner Programs
published in Events & Meet-ups
Unlock Your Potential: Acumatica Workshop for Experienced Consultants; Denver, CO Sept 16-19, 2024News

Acumatica community and beyond, We are thrilled to announce that our recent Acumatica Master Implementer's Program workshop was a huge success! Our participants have provided overwhelmingly positive feedback, which is why we are excited to offer another business consultant workshop in September 2024. Acumatica will offer three workshops: Construction, Manufacturing, and Distribution industries. Choose the session that best suits your experience and focus. By attending this training, you will gain vital skills and expertise to help them deliver better results for your business. Please find the details of the upcoming training session below. Where? Hilton Garden Inn Denver Cherry Creek 600 South Colorado Blvd. Denver, CO 80246 (303) 754-9800 Hotel room block is available at discounted rate through August 16, 2024. Details available during event registration. When? Monday, 09/16/24 - Thursday, 09/19/24 (arrivals at leisure on Sunday, 09/15/24) Deadline to Register: August 28, 2024 Cost $4

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J
Community Manager
S
Acumatica Moderator
StaceyReitz23
posted in Events & Meet-ups
June 4, 2024: Building Excellence: Acumatica’s Strategy for Profitable Construction Operations

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. Project profitability with a detailed outlook on each project’s financial health. Register now to align your management team, subcontractors, and clients—building the path to sustainable success.

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Acumatica Moderator
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Acumatica Community Webinar - Demystifying No Code Customizations - Wed, May 22, 2024 | 9am - 10am PT

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 and more empowered. Register

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Chris Hackett
Community Manager
S
Acumatica Moderator
StaceyReitz23
posted in Events & Meet-ups
Building Excellence: Acumatica’s Strategy for Profitable Construction Operations

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. Project profitability with a detailed outlook on each project’s financial health. Register now to align your management team, subcontractors, and clients—building the path to sustainable success.

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S
Acumatica Moderator
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
SAVE THE DATE | PNW AUG Meetup | May 22nd, 9:30 AM to 1 PM | at the Bellevue Hilton

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 – Closing We 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 in a future meeting? Registration starts at 9:30 and lunch served at noon LOCATION: Bellevue Hilton 300 112th Ave SE, Bellevue, WA 98004 This is a pitch-free environment. As such, Acumatica partners

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Gardez la date - 6 juin à Montréal - Rencontre Communauté Save the Date- June 6 in Montreal Community Meetup

Lieu/Place: Siege Social Velixo Headquarters 2575 Pl. Chassé #200, Montréal, QC H1Y 2C3 Heure/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 suivre Invité 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 Acumatica Networking 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. RSVP ici/here NOTE - if you forward to someone who doesn’t already belong to this group, and wishes to RSVP. si vous faites parvenir l’évènement à quelqu’un qui fait pas partie du

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Upcoming June 2024 Acumatica User Group Meetups

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 HERE Join the Canada East User Group and then RSVP HERE (Montréal)

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Q2 2023 South Texas AUG meeting May 16 in Houston, TX

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 77018 Agenda Round 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 ( 4:00 PM – 5:30 PM ) REGISTER HERE PLEASE NOTE: This is a pitch-free environment. As such, Acumatica partners should only attend if a client/prospect is present. SPECIAL THANK YOU TO OUR SPONSORS, MCA COMMUNICATIONS AND GOFORMZ

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
SE Acumatica User Group Meetup - May 1st, 11 AM to 2 PM EST

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 30392 Agenda Welcome Tips and Tricks Acumatica - 2024 R1 Version Release Highlights Lunch Break – Elizabeth’s Catering Sponsor presentation Networking RSVP Here PLEASE NOTE: This is a pitch-free environment. As such, Acumatica partners should only attend if a client/prospect is present. NOTE - If you forward to someone who doesn’t already belong to the group and wishes to RSVP: Login to community.acumatica.com with their portal.acumatica.com login (or sign up if they don’t already have an account) Go to the SE Acumatica User Group site Request to Join Once approved, RSVP there to the event

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
SoCal Acumatica User Group Meetup - Tuesday, April 16th, 11am-2pm (Irvine Area)

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 HERE Please Note: This is a pitch-free environment. As such, Acumatica partners should only attend if a client/prospect is present. NOTE: If you forward to someone who doesn’t already belong to the group and

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Agilman89
Freshman I
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Events & Meet-ups
Upcoming April and May 2024 Acumatica User Group Meetups

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 HERE Join the Minnesota Acumatica User Group and then RSVP HERE Join the SE Acumatica User Group and then RSVP HERE

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Chris Hackett
Community Manager
J
Community Manager
jessica.pidgeonDirector, Partner Programs
published in Events & Meet-ups
Acumatica Workshop for Experienced Consultants; April 22 - 25, 2024 in Westerville, OHNews

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 When? Monday, 4/22/24 - Thursday, 4/25/24 (arrivals at leisure on Sunday, 4/21/24) Who is this for? ERP consultants, with at least 4+ years of related industry experience (for industry workshops) Workshop Prerequisites All workshops require completion of the Welcome

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Community Manager

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