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Professional Services

Professional Services

  • 16 Topics
  • 19 Replies
15 Topics
I
Freshman I
ImprovementManagerFreshman I
asked in Professional Services
Hubspot implementation partner

Hello,We are planning to implement HubSpot and integrate it with Acumatica. However, we require more than the standard out-of-the-box integration, as there are additional fields that need to be connected.Could anyone recommend an implementation partner with expertise in integrating Acumatica with HubSpot? Preferably based in the UK or Europe.Thank you.

40
I
Freshman I
A
Freshman I
ahafemannFreshman I
asked in Professional Services
Adding Discount to Time and Material Invoice

Hi - we currently have a customer who is billed at regular rates for time and materials but then receives a 5% discount on the invoice total (we want it to reflect that way and not set up a billing rule where we bill for 95% of standard rates). We have tried to set up discounts but they don’t seem to work on T&M invoices. We also tried to adjust the credit terms to give a 5% discount after 0 days but that also did not work. Is there any other way we can set up a discount for this customer?

151
nhatnghetinh
Captain II
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Professional Services
For 2025R1 - Is it a feature or feature and customization project?

For 24R2, Professional Services was a customization project.  For 25R1, I assume that is replaced by a feature (Enable/Disable Features)?

170
B
Jr Varsity III
A
Freshman I
ahafemannFreshman I
asked in Professional Services
How to make a field required

Hello - we are trying to figure out how to make it so that an attachment is required for each expense receipt that is created. How would we make that a required field? 

392
Nilkanth Dipak
Semi-Pro II
A
Freshman I
ahafemannFreshman I
asked in Professional Services
Time entry increments

Hello, we are wondering if there is a way to restrict time entered through time activities to only be entered in 6-minute increments or to round any time that is not entered in 6-minute increments to the nearest multiple of 6. Based on the clients we serve; this is the required way time must be tracked.

151
R
Freshman I
A
Freshman I
ahafemannFreshman I
asked in Professional Services
Lock Time once Approved

Hello - is there a way to prevent employees from being able to edit their time entries (by putting them back on hold) after they have been approved? We have employees who use time cards and time activities and would want to prevent this under both options. 

161
Samvel Petrosov
Jr Varsity II
A
Freshman I
ahafemannFreshman I
asked in Professional Services
Change set up of time card

Hello - is it possible to change the default set up of the time card screen to default to the Details tab instead of the summary tab?  

244
A
Freshman I
A
Freshman I
ahafemannFreshman I
asked in Professional Services
Customize fields in approve screen

Hello, we are wondering how we can change the fields that show on the Approve Time Activities screen, we need the bill rate per employee to show as well as the total amount that is being billed to the project for a specific date range.   

70
A
Freshman I
A
Freshman I
ahafemannFreshman I
asked in Professional Services
Creating a Pro Forma Invoice showing unreleased time

Hi - we are wondering if there is a way to create a pro forma time and material invoice to show unreleased time entries. We do not want to release the time entries until they have been approved after the pro forma invoice has been sent. 

262
A
Freshman I
salmanrahman
Freshman I
salmanrahmanFreshman I
asked in Professional Services
Get a list of all user favourites

As an Admin user is there a nifty way to get a list of all user favourites through a GI or any other means. The plan is to audit all the obsolete reports/screens sitting in the user favourites and replace them with newly build reports/ screens etc. this is for larger organisations and it’s be difficult to so this one by one.

313
salmanrahman
Freshman I
C
Freshman I
CiskaBFreshman I
asked in Professional Services
Billing rule set-up

We are a professional services company and we have a unique billing rule that we have to set-up, but I am not sure how to do this. We are still in the implementation phase of Acumatica.The rule that I have to set-up is the following:If the employee works 5 hours or more a day, then we would bill a fixed rate of $5,000. If they worked less than 5 hours a day then we would bill their time at their “normal” billing rate.Anyone have an idea on how to set this up?Thank you.

192
C
Freshman I
toonsix
Freshman II
toonsixFreshman II
asked in Professional Services
Application to manage a shuttle service company, a taxi company and a delivery service company.

Hi:I wonder whether any one has developed or is developing an application to manage a shuttle service company. The general business requirements are as follows:Enable a consumer to book a shuttle service from town A to town B on a particular day and time. For each route, all the available trips should be listed eg. Route:Morristown, NJ to NYC and the available trips: pickup times and ETAs Eg. Route: Cherry Hill, NJ to NYC Eg. Route: NYC to Cherry Hill, NJ Available seats for a particular trip.  Enable a consumer to pay online for the booked service. Enable discounts for a frequent booker Enable a consumer to see payments made and outstanding invoices. Enable the shuttle service company to assign a driver for a particular route and trip. I think a possible solution is as follows: Acumatica ERP  CRM Finance Order management for just services Customization needed for: Routes Trips Assign a driver to a trip Store the shuttle services booked in the Acumatica C

60
toonsix
Freshman II
L
Acumatica Moderator
LaurenOHara20Acumatica Moderator
posted in Professional Services
Expanding our product line and supporting our customers with the new Professional Services Edition

The Professional Services Edition (PSE) is now available and built to enable small and midsized professional services firms to increase efficiency and accelerate growth. Acumatica PSE supports critical processes for firms in architecture, engineering, IT, and beyond, where project-based accounting and operational solutions are essential for success. Capabilities include project planning, resource management, scheduling, and milestone billing.We already serve many of you as Professional Services customers, and we welcome the opportunity to discuss this new industry-specific packaging with you. To learn more about PSE, please respond here, or contact your PAM. Attached is a Customer PSE FAQ. 

2393
R
Freshman I
L
Acumatica Moderator
LaurenOHara20Acumatica Moderator
posted in Professional Services
ProjectManager for PSE VAR Webinar | 11/19/24

Hello Esteemed Partners!ProjectManager is hosting a partner-facing webinar on 11/19. ProjectManager is the project planning and resource management tool that is now included in the new Acumatica Professional Services Edition.Register here: Live Acumatica Webinar - ProjectManagerJoin the webinar to explore the native ProjectManager and Acumatica integration and how it enhances project planning, resource management, and financial tracking. Discover how this powerful tool streamlines operations and empowers teams with real-time project insights for smarter decision-making. Don’t miss out!Thanks!Lauren

370
L
Acumatica Moderator
salmanrahman
Freshman I
salmanrahmanFreshman I
asked in Professional Services
Dashboard Widget Filter Fields Changed - how to bulk update

Hoping someone can provide a way to resolve this. After DB schema changes some of the standard field names have changed. These fields are referenced in many Dashboard Widget filters. The underlying GIs have been updated, but the filters on the dashboard require someone to manually go and change to the new fields. Is there a clever way of updating these in bulk, as in if there is a field e.g. FieldName1 change to NewFieldName1. Thanks in Advance :)

250
salmanrahman
Freshman I

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