Professional Services

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.

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

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

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 :)