Client Success

Your success is our goal! The Cloud 9 ERP Solutions Client Success team is here to ensure you get the most out of Acumatica. To assist, we have put together some helpful resources below. Click here to chat with our team now.

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Upcoming Acumatica Events

The annual Acumatica Summit is the premier event for our Acumatica Community of customers. The event features visionary keynote presentations with inspiring stories of business success, engaging networking opportunities, and a wide range of deep-dive sessions into the latest features, innovations and best practices.

Acumatica Summit 2023 will take place January 29th to February 3rd at Wynn, a stunning five-star luxury resort in the heart of Las Vegas!

Join us as we:

  • Celebrate community, reconnect with friends, and recognize the achievements of innovative businesses that have overcome challenges and have transformed their operations.
  • Discover the latest capabilities and best practices that are empowering users to reach new heights of efficiency, productivity, and growth.
  • Imagine where technology is taking us, where we can take technology, and how this progress can apply to your business and enable you to maximize your impact and control your future.
Acumatica 2023 Summit

Acumatica 2022 R2

Check out the Cloud 9 ERP Solutions video playlist to learn about all of the new features in Acumatica 2022 R2. In 2022 R2, Acumatica delivers new features and enhancements to users, including:

Enhancements to Usability and Technology:

  • Streamlined, accelerated workflows through automated mobile signature capture
  • Tailor mobile Acumatica workspaces by hiding widgets, configuring screens, rearranging items, etc.
  • Instantaneous access to wiki-help files by hovering over fields with intelligent tooltips
  • Flexible software integrations at scale with enhancements to high-performing, contract-based REST APIs

Enhancements to Localization and Integration:

  • Implement Canada-specific features at the company level to simplify setup, reporting, and management of companies with legal entities in multiple countries
  • Experience painless tax calculations and enhanced global business via automatically assigned tax zones to new sales orders and invoices based on country, state, and zip code

Enhancements to Financials:

  • Automate the general ledger approval process using the flexible approval engine to create rules for approving entries and assigning approvers
  • Expedite and enhance the collection process by sending customers personalized dunning letters with all related attachments and fees
  • Streamline bank data and processing by letting Acumatica automatically import bank feeds

Enhancements to CRM:

  • Simplify data entry by modifying opportunities and quotes in business accounts
  • Streamline sales and fulfillment processes and increase transparency by having Acumatica automatically link sales orders and quotes to opportunities
  • Save time and gain transparency with predefined side panels that automatically display customer data for the corresponding case

Benefits for Distributors, Retailers, and Commerce Merchants:

  • Enhance inventory management and warehouse operations by converting non-stock items to stock items and vice versa
  • Stay on top of business operations with role-based dashboards
  • Empower one-stop parcel shipping decisions, and input box dimensions on the fly
  • Push offline orders to Shopify to track and manage all omnichannel sales orders within the Shopify platform

Benefits for Manufacturers:    

  • Shorten engineering cycles by creating or modifying multi-level bills of materials with drag-and-drop and copy-and-paste features
  • Improve shop floor data collection and job cost accuracy with multi-job clock-in and clock-out activities
  • Save time with manufacturing side panels, giving users direct access to production, bills of materials, items, inventory, projects, customers, engineering, and order details
  • Balance supply and demand with Materials Requirement Planning for planned inbound and outbound transfer orders across warehouse locations

Benefits for Contractors and Service Organizations:

  • Streamline change orders for construction projects with unit rate changes, custom retainage, and cost-only change requests
  • Flexibly assign costs to projects when multiple items are processed
  • Increase efficiency and lower costs by scheduling service technicians according to employee skills and the skills required for each service task
  • Simplify service expense entry with scanned receipt image recognition in the Acumatica mobile app
  • Improve the accuracy of profitability estimates by using Acumatica’s advanced computational logic to perform profit margin and percentage calculations

Featured ISV Solution: Velixo

Excel-based reporting for Acumatica powered by Velixo

Velixo is an Excel-based reporting tool that was built from the ground up for Acumatica, by Acumatica Experts. Velixo Reports adds a new toolbar to Excel and more than 70 functions specially designed to work with General Ledger, Project Data and Generic Inquiries.

As the premier solution for reporting with Acumatica, Velixo provides a tight integration and leverages the unique capabilities of your Acumatica Cloud ERP with features such as Smart Drilldown, Smart Refresh, Writeback, Consolidations and Advanced Security.

It’s simple yet effective execution allows your entire team to benefit, helping your business make better decisions. If you know Excel, you can do it !


YouTube Videos

The Cloud 9 ERP Solutions YouTube Channel is best place to discover Acumatica and find How-To’s, instructional and best practice videos. With new videos coming every Tuesday. 

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