DSD Business Systems

Supercharge Manufacturing Operations with Real-time Analytics
2024-09-12 10:00 - 11:00 (America/Los_Angeles)
Manufacturers struggle with predicting demand, making informed decisions, and staying on track with operations. Attend this webinar to immerse yourself in a transformative learning experience, explore advanced features, and uncover best practices pivotal for modern manufacturing success.
You will learn how to:

Seamlessly integrate and manage your manufacturing operations with Acumatica’s tailored solutions.
Leverage the power of real-time analytics and dynamic dashboards to make informed decisions swiftly.
Use versatile functionalities to adapt to the ever-changing manufacturing landscape.
Implement demand planning strategies to anticipate market needs and optimize inventory control.

Register now to equip yourself with the tools and strategies needed t catapult your manufacturing business into a new echelon of efficiency and productivity.

acuCONNECT 2024
2024-09-12 08:00 - 2024-09-13 17:00 (America/Los_Angeles)
Mark your calendars! acuCONNECT, the Virtual Conference for Acumatica Customers and Partners, returns September 12-13, 2024.
acuCONNECT 2024 is our fifth annual virtual conference and focuses exclusively on Acumatica Cloud ERP customers and partners!
Participants will have the opportunity to:

Learn from experts, solution providers, and other users how to get the most from Acumatica
Share their knowledge about how they used Acumatica to manage their businesses
Connect with other acu-connect community members and experts

This is an incredible opportunity to discover how businesses can get even more out of Acumatica Cloud ERP. Additionally, attendees will have the chance to win prizes and have fun…and it is FREE thanks to the generous support of our sponsors!

Eliminate Inefficiencies with Excel Automations
2024-09-11 11:00 - 11:45 (America/Los_Angeles)
Discover how Velixo transforms your Excel experience with Acumatica. Designed for all organizations, Velixo enhances reporting and budgeting by providing real-time data updates and automation.
Say goodbye to manual exports and data entries. Velixo Writeback allows you to push data—like journal entries and budgets—back to your ERP directly from Excel. Enjoy seamless integration with Acumatica and Microsoft 365 for efficient reporting and planning. If you know how to Excel, you know how to Velixo!
Register now to streamline your processes and boost productivity!

Real World Accounting with AI: ROI, Benefits, & Pitfalls
2024-09-10 11:00 - 12:00 (America/Los_Angeles)
Gain strategic insights as the financial landscape evolves in 2024. Discover the wisdom of AI trailblazers, including Aaron Harris, CTO at Sage, Kristi Facchini, CFO at Auto Claims Direct, and Sarah Janowiz, CFO at Cambio Communities. Dive into the cutting-edge guidance and expertise at the intersection of artificial intelligence and finance to learn how to:

Ignite Transformation: AI’s finance revolution—data-driven decisions, excellence, innovation.
Elevate Human-AI Synergy: Empower brilliance while AI handles the routine.
Forge Trust in Tech: AI safeguarding your ecosystem—secure, reliable, and trusted.
Fuel Sustainable Growth: AI-driven ethics for a brighter, equitable future.
Craft Your AI Odyssey: Master ROI, benefits, and pitfalls with real-world expertise.

Streamline Collections with Acumatica Payments
2024-09-10 10:00 - 10:45 (America/Los_Angeles)
Collecting payments from customers and vendors can be complex, time-consuming, and expensive. Are you ready to streamline payment processes?
Attend this webinar to discover the simplicity and security of Acumatica Payments- the only payment solution native to Acumatica Cloud ERP.
Acumatica Payments is an integrated payment processing solution, developed and supported by Acumatica for our community of partners and customers. This webinar will feature a live demo, which will show you how you can.

Simplify payment set up and reduce upgrade costs.
Accept all major forms of payment.
Collect money by sending payment links and directing customers to a self-service portal. Automate and accelerate settlement and reconciliation.
Collect in-person payments using credit card terminals directly from Acumatica screens.

Register now to explore ways to streamline collections and easily manage receivables with Acumatica Payments.

Nonprofit Industry
2024-09-10 09:30 - 11:00 (America/Los_Angeles)
Join your Nonprofit peers to learn about best practices, product updates, and more from our experts.
In this session we’ll highlight:

Nonprofit Industry trends.
Key product functionality and innovation that is relevant to Nonprofits.
Resources and release updates that help you get the most out of Sage Intacct.
Open Q&A.
and more!

Consumer use tax 101: What it is and how to manage it
2024-09-10 09:00 - 10:00 (America/Los_Angeles)
When businesses are on the hook for paying use tax
Did your business make a purchase without sales tax? That doesn’t mean it’s tax-free. You might still owe consumer use tax.
Use tax may be required when sales tax isn’t collected on a purchase, or if the product or service’s use or location results in additional tax owed. This is what makes use tax one of the most mismanaged compliance issues for businesses. Register for our webinar to learn more about it and how to avoid costly mistakes.
You’ll learn more about:

The events that can trigger consumer use tax requirements
The most common consumer use tax management challenges
The impact of economic nexus on consumer use tax
How your business can step up compliance to avoid being audited

Live attendees can earn 1 CPE credit. This webinar will include a live Q&A, so bring your questions.

Finish Construction Projects on Time with Acumatica
2024-09-05 10:00 - 10:45 (America/Los_Angeles)
Securing seamless construction 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.

A Deep Dive into Netstock's Inventory Management Benchmark Report
2024-09-05 08:00 - 08:45 (America/Los_Angeles)
Since publishing our exclusive Netstock Inventory Management 2024 Benchmark Report, the response has been clear: you want more! More insights into industry trends, more actionable takeaways, and more guidance on what steps to take next.
We heard you! Join us on September 5th to take a deep dive into the research with us. Learn how industry standards and best practices can improve your planning!
More details coming soon!

Acumatica in Excel: Unlock Data Automations & Effortless Reporting
2024-09-04 11:30 - 12:30 (America/Chicago)
Acumatica in Excel: Unlock Data Automations & Effortless Reporting
Join us for an exclusive webinar featuring Gabriel Michaud, Founder of Velixo to discover how Velixo’s award-winning software helps you maximize your Acumatica financial reporting, budgeting, and automation.
Awarded Acumatica’s Top-notch ISV in 2024, Velixo is a modern API-based platform connecting Excel with Acumatica in real-time, bidirectionally. It is optimized for fast and accurate reporting & analysis and changes the game with its data push features, allowing for live allocations of journal entries, budgeting and planning.
Why Attend?
Learn how thousands of happy customers around the world uses Velixo for: multi-dimensional financial reporting & analysis, budgeting & forecasting, financial consolidation, live allocations of journal entries, budgets by dimensions, report distribution by email, or creating entries in any object from Excel data.

Create Dynamic Reports: Use Excel-like functions to generate advanced, multi-dimensional financial statements or operational reports with ease.
Automate Tasks: Eliminate manual data exports and streamline budgeting, forecasting, and financial consolidation.
Enhance Reporting: Drill down into transaction details, push data updates in real-time, and distribute reports effortlessly.
Leverage AI & Automation: Utilize Excel Copilot for AI-based insights and integrate with Microsoft 365 for enhanced workflows and collaboration.
Use Pre-Built Templates: Leverage dozens of pre-built Templates, or plug-and-play Velixo functions on your existing workbooks.

Webinar Details:

Date: Wednesday, September 4, 2024
Time: 11:30 AM – 12:30 PM (EDT)

Don’t miss this chance to see how Velixo can modernize your financial operations and maximize your Acumatica experience. Register now and take your reporting to the next level!
We look forward to having you attend the event!

Automating Electrical, Electronic, and Technology Product Supply Chains with Acumatica Cloud ERP
2024-08-29 11:00 - 11:30 (America/Los_Angeles)
Technological advancements, shifting consumer preferences, and sustainable technology initiatives challenge wholesalers and merchants running legacy ERP systems. Electrical and electronic industry leaders must invest in technology and business systems to manage complex, global supply chains with transparent and collaboration with suppliers and customers.
Discover how to transform your business with Acumatica’s best in-class distribution and retail applications including sales orders, purchase orders, inventory management, warehouse management (WMS), and connected retail apps for point-of-sale and online B2B or B2C storefronts and marketplaces. Learn how to leverage a future-proof business platform role-based dashboards, configurable workflows, and low-code/no-code customization tools, along with hundreds of certified marketplace application for extended functionality.
What will you get:

A comprehensive overview of the Electric, Electronic, and Technology Products industry.
Valuable resources to help you thrive in the competitive retail and distribution economy.
A live demonstration of Acumatica tailored for Electric, Electronic, and Technology Products retailers and distributors.

Join us for an insightful webinar where we explore the dynamic landscape of the Electric, Electronic, and Technology Products industry from both retail and wholesale distribution perspectives.

Understanding sales tax for online marketplaces
2024-08-29 09:00 - 10:00 (America/Los_Angeles)
Tax requirements for marketplace platforms and the sellers that use them

Using online marketplaces like Etsy, Amazon, and Facebook has become a popular way for businesses to attract new customers and increase sales. But with the rise in online marketplace sales also comes new tax obligations.
Hear our tax experts break down the tax obligations for both marketplace platforms and the sellers that use them.

We’ll cover topics like:

Recent trends in marketplaces and their impact across multiple industries and tax types
Why the expansion of marketplace facilitator laws has heightened compliance responsibilities for marketplaces
How marketplace sales impact sales tax nexus, registration, and filing obligations
The complexities of serving a global customer base and who’s on the hook for these taxes

Attendees of this webinar are eligible to earn 1 hour of CPE credit. Unable to attend live? Register now and we’ll send you a link to view the webinar recording on demand.

SoCal Acumatica User Group Meeting
2024-08-28 10:30 - 11:30 (America/Los_Angeles)
Take a look at all the fantastic content you can take back to use in your office immediately, plus a glimpse of what’s coming!
If you can be in Orange County Wednesday, Aug 28th, join us for a free lunch and plenty of Acumatica tips!
Agenda:

Check-In/Welcome/Attendee Introductions
2024R2 Release Details & Events
2024R1 New Feature – GI Using Another GI Creation/View
AP Doc Recognition Setup & Demo
Calling Dashboards from within Acumatica (Customer Examples)
Lunch and Avalara Sponsor Presentation
Ask your Peers Questions (Will send questionnaire ahead of meeting too!)
Open Discussion/Next Meeting Suggestions

Location: Axis Research & Technologies (Multipurpose Room), 16662 Hale Ave, Irvine CA 92606
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 SoCal Acumatica User Group site
· Request to Join
· Once approved, RSVP to the event

The Quest for Work Life Integration
2024-08-27 11:00 - 12:00 (America/Los_Angeles)
Sage’s newly released annual CFO research report, The Secrets of Successful CFOs, revealed the ongoing struggle to find harmony between professional achievements and personal well-being. 87% of finance leaders noted they experience regular stress, and 83% reported burnout.
Improving work-life integration for accounting and finance teams involves balancing professional responsibilities with personal life in a way that suits their unique circumstances and the demands of their roles.
By focusing on strategies that foster a holistic view of employee priorities, organizations can build higher job satisfaction and improved retention rates.
Sophia Shafiq, Controller at Red and White San Francisco Bay Cruises, understands the importance of ensuring a human approach to people and financial management. She leverages technology to create a flexible and collaborative work environment while considering everyone’s personal needs at the family-owned tour guide company.
Join Sophia and Sage Thought Leadership Webinar Series Host Ed Kless as they discuss real world examples of tools to create a positive company culture and achieve the balance for sustainable leadership and organizational health.

Eliminating Data Blind Spots with Acumatica, Celigo, and Velixo
2024-08-27 10:00 - 10:30 (America/Los_Angeles)
Data is the backbone of every modern business. But a recent Amazon Web Services survey found that more than half of small and mid-sized businesses (SMBs) don’t know what data is available to them. And 53% of respondents don’t know what insights their data can provide.
Data blind spots like these are major disadvantages that hinder company growth.
Eliminate data blind spots and revolutionize your operations with Acumatica’s cloud-native platform exclusively designed for SMBs, Celigo’s integration and automating platform (iPaaS), and Velixo’s reporting and budgeting suite.
With this all-in-one business management suite, you can:

Liberate siloed data and stop relying on disparate systems
Connect specialized applications to your ERP system, so all data is available in one place.
Gain a 360 view of your data and easily develop strategic plan, KPIs, and reports.
Accelerate business outcomes and make ERP reporting, planning, and automation efficient.

Attend this webinar to discover how Acumatica customers create meaningful and actionable reports with familiar Excel-based tools, improve workflows, automate companywide data connectivity, and drive financial and operational success.

Modernized Manufacturing: Acumatica for Direct-to-Consumer Selling Lunch and Learn
2024-08-22 11:00 - 12:00 (America/Los_Angeles)
Are you ready to take your manufacturing business to the next level? Discover how Acumatica Cloud ERP can seamlessly support your transition to Direct-to-Consumer (D2C) selling and transform your operations.
In this lunch and learn, we’ll explore the powerful capabilities of Acumatica that will streamline your manufacturing processes, enhance customization, and optimize cost estimation.
Agenda:

Introduction to Acumatica Cloud ERP for Manufacturers
Optimizing Production Schedules with Advanced Scheduling
Enhancing Product Customization with the Product Configurator
Accurate Cost Estimation with Real-Time Data
Integrating E-commerce for a Smooth D2C Transition
Q&A Session: Address your specific questions

Once registered, we will send you a $40 Grub Hub gift card to enjoy a nice lunch while we how Acumatica can revolutionize your manufacturing business for the D2C market.
Save your seat today!

Profit-Boosting Amazon Strategies for Retailers, Manufacturers, Distributors, and Wholesalers
2024-08-22 10:00 - 10:45 (America/Los_Angeles)
If you want to succeed in the competitive B2B, B2C, or D2C retail market, you need to offer your customers a seamless shopping experience across multiple channels. Whether they shop online, in-store, or trough mobile apps, you need to provide them with consistent and personalized service. However, it can be challenging to manage several channels without losing control and visibility.
With Acumatica Retail Edition, you can connect your point-of-sale (POS), eCommerce, online marketplaces, and electronic data interchange (EDI) systems with your business data.
Gain insights into how you can:

Access and manage all your customer and order data form one central place.
Expand your reach and grow your customer base by exploring new sales channels.
Streamline your operations and optimize your inventory and fulfillment processes.

Register now to master omnichannel retail with the relevant tools and knowledge to stay ahead of your competition.

1 Month to AP Automation – Guaranteed!
2024-08-21 11:00 - 11:30 (America/Los_Angeles)
When you’re looking for AP automation, don’t get fooled by hidden fees and surprises from some suppliers. If a competitor claims their implementation services are free, think twice. Additional fees can quickly add up to get their solution running smoothly.
That’s not the case with DocLink.
You CAN go paperless in AP in just one month, and you’ll know the total cost upfront. Our Quick Deploy 30-day program ensures a smooth, cost-effective transition to an efficient document management system.
Imagine the benefits your team can start experiencing right away:

Faster invoice processing
Touchless data entry
Quick research Instant access anywhere
Automated capture
Easy audit prep

Join us for this exclusive live event to discover how DocLink can revolutionize your AP processes for a fixed competitive cost, delivering unparalleled efficiency and streamlined operations in just one month.

Swing for the Stars with Fortis and Quadient - Transform Your Invoicing and Collections Game
2024-08-21 10:00 - 10:30 (America/Los_Angeles)
Strike Out AR Automation Challenges and Hit ROI Home Runs
Ready to elevate your AR processes? Just like in baseball, the right strategy and tools can turn potential strikeouts into home runs. Imagine boosting your cash flow by making every hit count!
It’s time to retire costly legacy systems and bring in fresh talent. With major league automation, equip your team with the best tools for a winning season.
Tune-in to discover:

AR Excellence: Learn how to boost payment cash flow, cut legacy costs, and implement major league automation techniques to your AR processes
Expert Insights: Gain knowledge from industry experts from global companies
Demo and Q&A: See a step-by-step demo and ask questions in real-time

Going beyond financial statements with Financial Report Writer
2024-08-20 11:30 - 13:00 (America/Los_Angeles)
Come learn how to use the Financial Report Writer to create reports that show dimensions on the rows, and account groups and other data in the columns. In this session, an expert will show you how to create dimension groups and dimension structures, and use them to build a dimension-based report. We’ll also explore using custom fields on dimensions to group them for reporting purposes.

Mastering Demand Planning for Optimal Inventory Management
2024-08-20 11:00 - 12:00 (America/Los_Angeles)
Demand planning is crucial for inventory-centric businesses engaged in wholesale distribution, retail, manufacturing, and construction. Poor planning results in stockouts, unhappy customers, expensive rush orders, and overstock that inflates carrying costs and leads to costly dead stock.
Attend this webinar to learn:

Why demand planning is so crucial for controlling costs and boosting profits.
How time-phased distribution requirements planning (DRP) and material requirements planning (MRP) differ from traditional inventory replenishment.
How to drive plans using demand history, manual forecasts, and data from customers and internal sales teams.

Register now to discover how your company can balance supply and demand with flexible inventory replenishment, DRP, MRP and advanced demand planning applications for every business scenario.

Multiply your warehouse efficiency with Multi-Bin Management
2024-08-20 11:00 - 11:30 (America/Los_Angeles)
As the name implies, Multi-Bin Management helps organizations track inventory quantities down to the bin level. But this powerful multi-tasker goes far beyond just updating inventory levels.
Join us for 30 minutes to learn how DSD/ScanForce Multi-Bin Management’s advanced functionality goes beyond simple use cases to help Sage 100 users with:

Allocations
Directed Picking (including Wave Picking and Split Picking)
Replenishments

..and more. All with seamless integration to Sage 100.
Don’t miss your chance to learn how Multi-Bin Management can multiply your inventory efficiency!

Design Thinking for Accounts Payable Success
2024-08-15 11:00 - 12:00 (America/Los_Angeles)
As part of our Summer Reading List series, we are excited to present our final webinar, “Design Thinking for Accounts Payable Success,” inspired by the book Creative Confidence by Tom and David Kelly. Discover how design thinking principles can transform your accounts payable processes, boosting your team’s morale and fostering an environment of continuous improvement and collaboration.

Learning Objectives:

Understand the core principles of design thinking and their application in accounting.
Learn specific design thinking exercises to enhance AP processes.
Explore ways to boost team morale through innovative problem-solving.
Foster a culture of continuous improvement and collaboration within your AP team.

Join us for this engaging session and take the first step towards a more innovative and confident accounting department. Don’t miss out on this opportunity to bring creativity and efficiency to your AP processes!

Reserve your spot today, earn a FREE CPE credit and if you attended two or more webinars in our ‘Summer Reading List’ series you’ll be entered into a draw to win a 300$ gift card*

Field of Study: Business Management and Organization
Credits Available: 1.0 CPE

Overcome Distribution Challenges: Inventory, Purchasing, and Warehousing
2024-08-15 10:00 - 10:45 (America/Los_Angeles)
In today’s competitive distribution landscape, trying to manage inventory, sales order, and purchase orders can be overwhelming if you’re still using outdated, disjointed business management systems. But there’s a better way! Acumatica Distribution Edition offers a comprehensive, integrated, and mobile ERP system, designed to streamline your distribution operations.
During this webinar, discover how Acumatica Distribution Edition can empower your teams to:

Optimize employee performance by leveraging role-based dashboards.
Streamline omnichannel sales for seamless customer interactions.
Maximize revenue by racking cross-selling, upselling, and line discounts.
enhance customer service with simplified returns management.
Optimize inventory management to prevent stockouts and overstock situations.
Execute drop ship purchase orders efficiently to fulfill customer demands.
Manage sales order allocations effectively to ensure timely deliveries.

Join industry peers in exploring how Acumatica Distribution Edition can streamline sales, inventory, purchasing, and warehousing to help your wholesale distribution business reach new heights.
Register now to secure your spot on embark on your journey towards operational excellence.

Proactive tax compliance: Strategies to reduce risk and save time
2024-08-15 09:00 - 10:00 (America/Los_Angeles)
Protect your business by minimizing exposure

Effective risk management in compliance is essential, not only to mitigate potential issues but also to streamline practices. Join our webinar to learn the common risks of compliance and how automation can reduce exposure and enhance operational efficiency.

You’ll learn strategies to:

Manage short-term risks like missed deadlines and resource constraints
Improve tax rate calculations and adherence to sales tax holidays to minimize errors and penalties
Address inefficiencies and mismatches caused by disparate systems
Mitigate long-term audit risks through consistent and more accurate compliance practices enabled by automation

Register now to secure your spot and stay ahead of regulatory risks. Webinar attendees are eligible to earn 1 hour of CPE credit.

Listen First, Solve Later: A Consultant’s Guide to Success
2024-08-14 13:00 - 13:30 (America/Los_Angeles)
Presented by Geni Whitehouse, Founder of The Impactful Advisor and President of the Information Technology Alliance.
As technical professionals, we are often focused on convincing our clients that we are experts in our field. When they mention a problem, we jump into solution mode, many times without knowing the full picture or even getting paid for our expertise.
In this session, Geni will share a way to shift your approach, resulting in increased client value and more revenues for you. By making your client feel more like the expert in their own business, you become a partner in their business success. Discover how listening first and asking different questions can transform your client relationships and drive greater success for both parties.

Let's Play in the Sandbox
2024-08-14 11:00 - 12:00 (America/Los_Angeles)
Come learn how your organization can utilize a copy of your production environment for testing or training without affecting the data or configuration of your production environment…a Sandbox!
We will feature:

Best practices
Restrictions
Sandbox refresh
and more!

Sage 100 vs Sage Intacct: Healthcare Edition Lunch and Learn
2024-08-14 11:00 - 12:00 (America/Los_Angeles)
Join us for lunch as we walk you through key differences in the two solutions and how they have an impact on your healthcare organization.
Key Topics Covered:
HIPAA Compliance: Understand how Sage Intacct meets HIPAA requirements and safeguards protected health information (PHI).
Advanced Audit Trails: Learn about Sage Intacct’s Advanced Audit Trail feature, which tracks access to critical data and supports both internal and external audits.
EMRConnect: Discover how EMRConnect integrates Sage Intacct with Electronic Medical Records (EMR) systems to streamline data synchronization, billing, and financial reporting.
Multi-Entity / Consolidations: Explore Sage Intacct’s capabilities for managing multiple entities with real-time financial consolidations and automated inter-entity transactions.
Advanced Ownership: Dive into managing complex ownership structures with precise tracking and accurate financial reporting.
Can’t make it live? Register anyway and we’ll send you the recording to watch on-demand.
Once registered, we’ll send you a $40 GrubHub voucher to enjoy lunch as we present the comparison between Sage 100 and Sage Intacct for healthcare organizations.
Spots are limited! Register today!

Unlock Financial Insights with Acumatica Cloud ERP
2024-08-13 10:00 - 10:45 (America/Los_Angeles)
Financials are complex, but they don’t have to be chaotic. In today’s dynamic business landscape, agility and real-time insights are paramount. Learn how Acumatica’s comprehensive suite of tools can transform the way your company operates.
Join like-minded professionals in uncovering:

How Distribution Resource Planning optimizes inventory management by forecasting demand and proposing inventory purchases.
How AP Document Recognition automates accounts payable processes.
How the Bank Feeds module simplifies bank reconciliations.
How Intercompany Accounting creates seamless transactions between companies and branches within the same dataset.
How consolidations ensure quick and easy financial statements.

Register now to gain insights into Acumatica’s powerful features, enhance collaboration, drive growth, and empower your business for success!

Sage Intacct Developer Meetup | Developer Experience
2024-08-08 11:30 - 13:00 (America/Los_Angeles)
Attention developer community! Join us for our quarterly developer virtual meetup. Gain insight into the developer-related roadmap and provide your feedback directly to the product team.
Learn more about the developer experience.
Don’t hesitate to sign up today! Stay informed and stay engaged with this next-level opportunity to collaborate with Sage Intacct’s finest.
