Sage 100 Year-end Webinar: Aatrix, Payroll & Fiscal Close
2025-12-10 10:00 - 11:00 (America/Los_Angeles)
As year-end approaches, it is time to update your software and review the end of year procedures. Please join us on this webinar where we will provide you with valuable tips and resources to help you make this process seamless.

2026 and Beyond: The Rise of Acumatica-First B2B eCommerce
2025-12-11 10:00 - 11:00
2026 is the year Acumatica-first eCommerce takes center stage—and the companies leading it are redefining what digital transformation really means. Join us for real stories from B2B innovators using Acumatica data to power personalization, accuracy, and seamless self-service experiences. You’ll see the tech, the tactics, and the wins behind their success. Discover what it takes to be one of the B2B winners shaping the next era.
Register today and learn how you can benefit from our over two-decades of experience helping companies grow their business and improve operational efficiency into 2026 and beyond!

Plan 2026 Smarter with Sage Enterprise Intelligence AI Copilot
2025-12-11 10:00 - 11:00
We’re transforming BI with a sleek new UI and the launch of the powerful new Sage Enterprise Intelligence AI Copilot: a true game-changer that turns your data into clarity, confidence, and action, turning everyday users into BI rockstars.
What’s coming:

Modern, intuitive interface for a faster, smoother experience.
AI-powered analysis that reveals why things happen in your data, not just what happened.
Smart KPI and dashboard suggestions to give you the clarity you need for deeper analysis.
Actionable recommendations that guide your next move and streamline report building.
Plain-language insights on trends, changes and variatons to empower users in metnigs and presentations.

Sage 100 Year-end Webinar: Required Updates, Tax Forms & FAQs
2025-12-11 10:00 - 11:00

2025 DSD Sage Year End Training Series: Sage 100 Payroll Processing
2025-12-11 11:00 - 12:30
Class highlights include:

Year End Processing Requirements
Tips & Tricks & FAQs
Year End Checklist
How to Report Third Party Sick on W2’s
W-2 Processing
ACA Processing

If your organization has a DSD Service Level Agreement (SLA), reach out to your account manager before registering to redeem any annual training credits.

Trade and Tariff Tuesdays - Virtual Event
2025-12-16 08:00 - 09:00
Join Avalara for smarter moves on tariffs and global compliance

Get the latest on global tariff shifts, the future of the de minimis exemption, and how new U.S. and global trade actions could disrupt compliance and costs. Hear from Avalara experts and get strategies to stay ahead.

We’ll cover:

An up-to-date overview of tariff and de minimis changes
The ripple effects of rising import costs on pricing strategies and global trade compliance
Best practices for managing higher tariffs and global trade challenges
The role of Avalara Cross-Border in reducing errors, delays, and manual effort

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Or register for an upcoming webinar in the series.

Faster Integrated Payment Processing with​ Acumatica Payments​
2025-12-16 10:00 - 10:30
Collecting payments from customers and vendors can be complex, time-consuming, and costly—but it doesn’t have to be.

With Acumatica Payments, your business can easily and securely accept customer payments, manage accounts receivable, and reduce the costs associated with payment processing. Fully integrated with the Acumatica ERP solution, Acumatica Payments is simple to use and manage.

Join this webinar with other forward-thinking professionals to:

See a live demonstration of secure, compliant transactions with financial and banking networks.
Learn how to simplify payment setup and reduce upgrade costs.
Discover how to automate and accelerate settlement and reconciliation.
Explore in-person payments using credit card terminals directly from Acumatica screens.

Register now to streamline your accounts receivable processes and boost customer satisfaction.

Plan, Build, and Service with a Complete Construction Management System
2026-01-08 10:00 - 10:30
Are disconnected systems holding your construction business back? Moving forward can feel impossible if you’re struggling with siloed, scattered, unreliable data, slow decision-making, and time-wasting manual tasks. Acumatica Construction Edition is designed to eliminate these obstacles, unifying your operations from end to end.
In this webinar, you’ll learn how Acumatica will empower your team with:

Born-in-the-cloud ERP for modern, mobile, and scalable operations.
A single, connected solution covering the entire construction lifecycle.
Customizable workflows and real-time insights, wherever you work.
Seamless integration to break down data barriers.

Ready to transform your business? Register today to discover how Acumatica Construction Edition can help you build a more efficient, profitable future.

2025 DSD Sage Year End Training Series: 1099 Processing (Repeat)
2026-01-08 11:00 - 12:30
1099 Processing Training Course Highlights:

Verify that your version of Sage 100 can process 1099s for 2025
Overall IRS guidelines for 1099 reporting
Cleaning up vendor 1099 classifications and verifying reporting amounts
Common pitfalls for 1099 processing
Using Aatrix in Sage 100 to report 1099 information electronically

If your organization has a DSD Service Level Agreement (SLA), reach out to your account manager before registering to redeem any annual training credits.

Trade and Tariff Tuesdays - Virtual Event
2026-01-13 08:00 - 09:00
Rethink your trade strategy

Rising tariffs, changes to de minimis rules, and stepped-up enforcement are reshaping how companies manage trade. Join Avalara’s experts to unpack what it means for you and how to stay ahead.

What you’ll learn:

The latest on U.S. and global tariff changes — and how they could impact your margins
What the end of the de minimis exemption could mean for cross-border ecommerce
Smart steps to reduce customs errors, avoid delays, and streamline global trade compliance
How Avalara Cross-Border can help reduce risk and manual work

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Or register for an upcoming webinar in the series.

Make Your Operations Smarter with Modern Distribution Tools
2026-01-13 10:00 - 22:30
Distributors face challenges managing thousands of SKUs, coordinating teams and locations, and meeting customer demands for fast, personalized service. Disconnected systems only add to the struggle, making it harder to stay competitive.

Join Acumatica experts for a webinar tailored to the needs of small and mid-sized businesses. Discover how Acumatica Distribution Edition, a fully integrated, mobile-ready ERP solution, simplifies operations and helps your business thrive.

You’ll receive a high-level overview and see a live demonstration of Acumatica’s key capabilities, including:

A modern, intuitive UI and role-based dashboards that enhance team productivity.
Streamlined sales order entry and workflow tools for greater efficiency.
An AI-Powered Cross-Sell Assistant to boost revenue opportunities.
Order orchestration for efficient fulfillment across multiple locations.

Optimized inventory and procurement management powered by real-time visibility.

Discover practical features that will help you connect your people, processes, and data in one scalable platform.

Register now and take the first step toward transforming your distribution operations.

Eliminate Manual Work in Sage – Real Results from a Leading Manufacturer
2026-01-13 11:00 - 12:00
You rely on Sage to keep your operations running. but disconnected documents can still slow everything down. Manual invoice entry, scattered production and batch records, stalled approvals, and time wasted searching for files all add friction that impacts efficiency, accuracy, and margins.
Join us for this live session to see how DocLink works seamlessly with Sage 100, 300, and X3 to centralize documents, automate manual tasks, and deliver instant access to the information your teams need to move faster.
Plus, hear directly from DocLink customer SK Food Group, a leading manufacturer and distributor sharing how they use DocLink with Sage to streamline AP, improve traceability, eliminate manual work, and gain end-to-end visibility across their processes.
With DocLink you can:

Eliminate manual data entry with AI-driven intelligent document capture.
Automate approvals for invoices, POs, production documents, contracts, HR files, and more.
Link documents across transactions: work orders, batches, receipts, shipments, invoices, statements
Find any document in seconds, improving customer response times and production planning.
Strengthen supply chain visibility with centralized, traceable records.
Simplify audits and compliance reporting with one organized source of truth.

Power Your Whole Retail and Commerce Business
2026-01-14 10:00 - 22:45
Managing multiple sales channels with an outdated ERP system hinders your growth. And juggling inventory, dealing with inaccurate ETAs, and reconciling transactions across platforms is complex and time-consuming. It’s time to connect your operations.
Explore Acumatica Retail Edition, a unified cloud platform for ERP-first and digital-native brands.
In this session, you’ll learn how to:

Unify B2B, B2C, and B2B2C commerce on a single customizable platform.
Take advantage of built-in connectors for Amazon, Shopify, and Big Commerce to simplify channel management and reduce IT overhead.
Streamline order processing and boost inventory accuracy in real time across all your sales channels.
Simplify bank reconciliation and transaction management with automated, AI-powered tools.

Register now to see how Acumatica can help you build a more connected and adaptable business.

Month-End and Year-End Closing in Sage Intacct
2026-01-14 11:00 - 12:00
Did you know that you don’t HAVE to close periods in Sage Intacct to continue using the system year over year? Of course, it is best practice, but Sage Intacct makes it very easy for accountants to customize their month-end and year-end closing processes to fit your requirements. Agenda:

Welcome -Best Practice Steps to Close Periods in Sage Intacct *Including live demonstrations*
Tips & Tricks -Common Issues and How to Resolve
Attendee Questions
Closing Remarks

Join us to learn the best practice closing process in Sage Intacct, along with helpful tips and tricks to help you save time and actually look forward to closing your books!

Hidden Product Gems
2026-01-15 09:30 - 11:00
In this meetup, we’ll review hidden product gems from our four(4) 2025 Releases. Last year included over 225 new features released across all aspects of Sage Intacct, empowering you to streamline workflows, gain deeper insights, and unlock new possibilities.
Many of these product ideas came from you. You were instrumental in shaping the nnovations that came out last year!
Join to learn about some hidden gems that you might have missed in 2025. Grab your favorite morning beverage and prepare to learn what these powerful additions to you financal toolset include!

What to Know Before You Go to Acumatica Summit 2026
2026-01-15 10:00 - 11:00
With Acumatica Summit 2026 just around the corner, acu-connect wants to help get you and your team ready!
Join fellow acu-connect members and Acumatica representatives Steve Pampinella and Michael Shockley for this webinar and learn how you can get the most from attending Acumatica Summit 2026! We’ll provide our recommendations for the best Summit experience including:

The best ways to connect and network with 3000+ attendees
Events and activities
Information on our meet and greet event

Join us to get all the scoop for Seattle!

When: January 15, 2025
Time: 1:00 PM – 2:00 PM ET

Drive Multi-Modal Manufacturing Agility and Growth
2026-01-15 10:00 - 11:00
Are disconnected systems and outdated processes holding back your manufacturing operations? Imagine streamlining everything from the shop floor to your financials with a single, adaptable solution.
In this session, you will learn how Acumatica will help you:

Streamline production planning and shop floor operations with precision.
Gain real-time visibility into your entire business with customizable dashboards.
Manage inventory and supply chains more effectively to reduce costs and improve accuracy.
Support multi-modal manufacturing, including make-to-stock and make-to-order environments.

Register today to learn how Acumatica Manufacturing Edition simplifies complexity and will help your team make smarter decisions—improving efficiency and driving growth.

Pre-Summit: Next-Gen Acumatica BI Reporting with AI – Powered by DataSelf ETL+ 2026
2026-01-15 10:00 - 11:00
Acumatica users are undergoing pressure to deliver fast, trustworthy insights. Scattered data, slow reports, inconsistent metrics, and missing KPIs make it hard to get a complete picture of your business.
That changes now.
Join DataSelf for an inside look at DataSelf ETL+ 2026, the newest generation of AI-powered analytics for Acumatica. Built on an AI+ foundation, DataSelf uses intelligent automation to streamline data preparation, accelerate modeling, and ensure consistent, reliable metrics across your organization.
When: January 15, 2026
Time: 1:00 PM – 2:00 PM ET

2025 DSD Sage Year End Training Series: Period End / Year End Processing in Sage 100
2026-01-15 11:00 - 13:00
Class highlights include:

Info to start gathering now
Things that can be cleaned up before year end (open AR or AP housekeeping & applying credits etc.)
Module processing order & what modules can/should be closed together
Reconciliations to do prior to Year End Processing
Critical Sage 100 year-end steps
Year End Tax Compliance (1099/information returns)
Best practices to stay compliant in 2025

Early bird pricing ends December 1st so take advantage now! If your organization has a DSD Service Level Agreement (SLA), reach out to your account manager before registering to redeem any annual training credits.

Advanced Reporting
2026-01-20 09:30 - 11:00
Advanced Reporting Tools high-level overview:

Interactive Custom Report Writer
and Interactive Visual Explorer

Real stories, real success: Insights from Sage AP Automation power users
2026-01-20 12:00 - 13:00
We love hearing from customers who share the valuable lessons they’ve learned on their Sage AP Automation journey. Their stories inspire, resonate, and provide actionable insights to help you chart your own path to success. These authentic experiences cut through the noise, delivering clear and practical takeaways.
That’s why we’re excited to invite you to a special webinar featuring a customer who will share their journey, achievements, and key learnings. Join us to hear their story firsthand and discover how Sage AP Automation has transformed their business. Plus, we’ll showcase a quick demo of Sage AP Automation to highlight how it can unlock new possibilities for your organization.

From Close to Confidence: An Audit-Ready Finance Session
2026-01-21 11:00 - 12:00
Year-end close is upon us. Auditors don’t audit effort, despite your best intentions. They audit evidence, consistency, and control. For many mid-market finance teams, that means frantic exports, version-control chaos, and long nights rebuilding reports and supporting schedules that should already exist.
In this live session, an auditor, an accounting partner, and a finance leader walk through what audit readiness actually looks like in practice and why the most successful teams treat it as a year-round operating model, not a year-end fire drill.
What You’ll Learn:

What auditors ask for first, and where audits most often slow down

How strong finance teams prepare without burning out their people

How Excel fits into audit-ready workflows when it’s connected to live ERP data

What changes when reporting and reconciliations are designed to be repeatable

This session is for finance leaders who want January to feel boring in the best possible way.
Who Should Attend?

Controllers, Directors of Finance and CFOs

Accounting Managers responsible for close and audits

Finance teams relying on ERPs

Outsourced accounting and advisory partners supporting auditing and close

Proactively manage costs to optimize your business
2026-01-22 09:30 - 11:00
Join us to learn how to proactively manage costs to optimize your business.
In this meetup, we’ll cover:

AP – Vendor approval, Bill apprval, AP Automation
Purchasing – Configuration, Match Tolerance, e-Procurement
PO Approval Policies
PO Automation
Line-level matching (Early Adopter)
Spend Management
Supplies Inventory

We’ll dive into live product demos to outline each area and have experts in attendance to answer your questions.
You’ll learn how to build a dashboard, explore reporting solutions, and more.

Performance Reviews Overview
2026-01-22 10:00 - 10:30
Learn how to streamline and manage employee performance reviews using Criterion. This session provides an overview of the performance review process, including setup, workflows, and best practices to support consistent evaluations, employee development, and managerial efficiency.

Modernizing Mail for Compliance, Cost and Patient Experience
2026-01-22 10:00 - 11:00
Healthcare organizations are under mounting pressure to stay compliant, reduce costs, and streamline mailing operations. In this live 30-minute webinar, discover how hospitals and health systems are transforming everyday processes to meet these challenges. This session is ideal for those in finance, compliance, IT, patient services, or operations and offers practical tips to help your organization lower risk, reduce waste, and improve turnaround.
Topics we’ll cover include:

How to build secure, auditable workflows for PHI that support HIPAA and CMS requirements
How to identify hidden cost drivers (returned mail, duplicate print, rework) and eliminate them
How to standardize mail workflows across departments for better visibility, traceability, and productivity
How to protect patient experience as well as CMS ratings

Trusted by Leading GPOs, Quadient is proud to be the official Mail & Automation Solution Provider for Vizient, Premier, and Provista, offering exclusive advantages to members focused on operational excellence.

E-Invoicing Is Coming: How SMB Finance Teams Can Get Ahead Before Mandates Hit
2026-01-22 10:00 - 11:00
E-invoicing has already moved from trend to standard in 60+ countries, with mandates in Europe and Latin America reshaping how businesses exchange invoices. While it’s not yet mandatory in the U.S. or Canada, government pilots, global trade pressures, and cross-border requirements are accelerating adoption.

Beyond readiness, e-invoicing packs an operational punch. Ernst & Young reports that an AP employee who processes 6,000 paper invoices a year could process up to 90,000 electronic invoices. Faster processing, fewer errors, stronger controls, and better working-capital visibility make digitization a strategic advantage long before mandates take effect.

And with the global e-invoicing market growing at 16.2% CAGR, North American finance teams are preparing now to modernize AP before compliance rules arrive.

Stay ahead of the curve in 2026 by joining Fintech Leader Lavesh Chattlani and Business Finance Strategist Roger Pierce in this lively and informative session on modern invoicing.

Learn how e-invoicing cuts processing time, errors, and late payment fees.
See how real-time payments enhance supplier relationships and working capital.
Anticipate evolving U.S. and Canadian e-invoicing frameworks.

Receive a CPE credit in this session. Find out how you could win a $300 gift card!

When? Thursday, January 22, 2026 | 10 am PT | 1 pm ET

Acumatica Summit 2026
2026-01-25 08:00 - 2026-01-28 17:00 | Seattle Convention Center
The power of innovative, AI-driven business technology comes to life at Acumatica Summit, and this year’s industry-best ERP event takes place in the global capital of cloud computing and technological innovation—Seattle, Washington.
The Pacific Northwest is the perfect setting for our vibrant Community of partners, customers, prospects, engineers, and creators to gather, learn, engage, and discover new ways to increase business performance. Summit 2026 will blend structured learning and inspiring presentations in a friendly environment—perfect for exploring the latest market-shaping trends and leading-edge innovations, engaging with subject matter experts, and networking with colleagues and friends. And it will all take place in the spacious and modern Seattle Convention Center.
At Summit 2026, you will:
✓ Learn about the latest AI-driven ERP technologies and capabilities.
✓ Participate in informative and interactive Breakout Sessions.
✓ Engage directly with industry experts.
In the shadow of the majestic Cascade Mountains, Acumatica Summit will inspire you to imagine what’s possible and motivate you to scale new heights. Join us in Seattle as we build the future of business, together.”

Introducing AR Express: Smarter AR for SMBs
2026-01-27 10:00 - 11:00
Running AR shouldn’t feel like running a marathon. That’s why we built Quadient AR Express – a smarter, simpler way for small and midsize businesses to manage accounts receivable. Designed with finance teams like yours in mind, it gives you the features you actually need and skips the ones you don’t.

Join our live launch webinar on 27th January led by Sarah-Jayne Martin, Finance Industry Expert, and Laura Elliston, Senior Product Marketing Manager at Quadient, to see how Quadient AR Express helps you:

View your AR balance by aging bucket and keep tabs on cash flow with ease
Nudge late-paying customers and get paid faster, without the awkwardness
Sync everything automatically with your ERP systems
Get up and running quickly, with ROI you can see almost immediately

This isn’t just another AR tool. It’s a consciously curated selection of features built for growing businesses that want results, not clutter.

Save your seat today and be among the first to see how Quadient AR Express is making AR management effortless, dynamic, and refreshingly simple.

Kickstart Your AP Transformation: 3 Resolutions for Smarter Finance in 2026
2026-01-29 11:00 - 12:00
What if efficiency wasn’t about paying faster — but paying smarter?
In 2026, finance leaders are rethinking how they manage cash, close books, and empower their teams. This session explores how modern Accounts Payable teams cut invoice costs, improve visibility, and strengthen business impact — without adding headcount.

You’ll learn how automation eliminates the manual friction that slows down approvals, how better insight enables smarter payment timing and cash control, and how AP can evolve from back-office function to trusted business partner.

Join us to discover three practical resolutions you can put in place this quarter to make your AP team a true driver of value in 2026.

Eliminate Manual Friction – Stop chasing approvals and keying data. Free your team to focus on analysis and exception handling.
Take Control of Cash and Working Capital – Use visibility and timing insights to optimize cash flow and avoid costly surprises.
Position AP as a Strategic Partner – Turn process efficiency into partnership: help your organization forecast, plan, and grow with confidence.

Learning objectives:

After attending, participants will be able to:

Identify how manual AP processes limit visibility and increase costs, and explain how automation helps regain control over cash and working capital.
Describe how AP automation shifts the function from task execution to strategic partnership through collaboration, data, and better decision-making.
Outline how Quadient AP supports visibility, workflow design, and payment control to help finance teams execute a more intentional Accounts Payable strategy.

Unlock Real-Time Intelligence with Interactive Custom Reporting
2026-02-03 10:00 - 11:00
Are you ready to transform the way you analyze and act on data? Join us for an exclusive webinar designed for customers who want to maximize the power of the ICRW module.
In this session, you’ll discover how Interactive Custom Reporting empowers you to:

Access real-time insights that drive smarter decisions
Build dynamic, tailored reports without relying on IT
Visualize trends and performance metrics instantly
Turn complex data into actionable intelligence

Whether you’re looking to streamline reporting or uncover hidden opportunities, this webinar will show you how to harness the full potential of ICRW for your business.
Don’t miss out—reserve your spot today and start unlocking the intelligence you need to stay ahead!
