In this edition, we offer another Acumatica Tips & Tricks recording on Import Scenarios, an AccuNet FrontPage Webinar Series Video Recoding from the ADP session, No Code Customizations, Acumatica 2025 R2 release page, Marketplace Avalara Sales Tax Automation, AccuNet ERP User Group Introduction, and a Company Success Story – Geotechnical Consultants Inc.Let’s dig in.
AccuNet Pros! Tips & Tricks
Acumatica Import Scenario How to Manipulate and Manage Data
Part 1 of 3.
Consultant Jay Geistlinger takes you through the steps of an Import Scenario in Acumatica and how to manage the data being imported.
AccuNet Pros Tips & Tricks Acumatica Import Scenarios Part 1 of 3
AccuNet Frontpage Webinars
Streamline Payroll & HR: How ADP Integrates with Acumatica ERP
For those of you who could not attend this webinar and are interested in the ADP connection to Acumatica. As a giveaway, ADP is kindly providing a $50 gift card to the first 2 non-ADP AccuNet clients to book a demo with them. Please watch the video here.
No-Code Customizations: A Comprehensive Guide to the Basics
For those who want to dig a little more inside Acumatica, a no-code customization tools like Fields, Conditions, Actions, Workflows, and Business Events, give SMBs the power to personalize and scale their ERP systems without writing a single line of code. By Mehdi Hasanov
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Years ago, Enterprise Resource Planning (ERP) technology lived up to the stereotype of being big systems designed for large, multinational corporations: cumbersome, unwieldy, inflexible, and hard to implement.
No-Code Customizations: A Comprehensive Guide to the Basics | Acumatica Cloud ERP
Acumatica 2025 R2 Brings AI Advances, Superior Usability, and Industry Innovation to Mid-Market Businesses
Modernized User Experience
Acumatica’s new modern user interface (UI) is now generally available to every customer. Built through multiple release cycles and enriched by extensive customer feedback, the UI transforms the ERP experience. Users can personalize every screen—including fields, tabs, and layouts—ensuring each team can work in the way that best suits their workflows.
ERP Automation with AI Studio
First unveiled at Summit 2025 , Acumatica AI Studio now delivers powerful new automation capabilities to help businesses save time and reduce manual work, along with powerful tools for greater insights and anomaly detection.
With this release, business users and partners can set up automated workflows by simply describing what they want to happen — just like talking to a colleague. Once defined, these automations run directly inside Acumatica, helping teams update records and streamline repetitive processes without extra steps or complexity.
Read the full release page here:
Marketplace
Marketplace! The featured preferred Acumatica Partner that can be used to enhance the functionality of your Acumatica ERP. If you want to connect, please reach out to us and we can arrange a meeting.
Avalara Sales Tax Automation
For most businesses, sales tax is an obligatory, complex nightmare. Automating this process saves time, money and effort. Avalara is fully integrated with Acumatica and helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types.
- Getting started is easy. Establish a direct link between AvaTax and Acumatica via a prebuilt connection that allows for seamless interaction. You won’t need IT support to get started, in most instances.
- Reliable, real-time tax calculations. Acumatica sends transaction data to AvaTax, and AvaTax sends back the tax total.
- Improved accuracy. Avalara verifies addresses with rooftop accuracy across more than 13,000 U.S. tax jurisdictions providing more accuracy than when relying on ZIP codes.
- Comprehensive compliance content. Avalara maintains a vast catalog of product taxability rules to apply tax rates across thousands of SKUs, accounting for sales tax holiday and tax law changes.
- Easily track and maintain exemption certificates. Collect accurate and up-to-date exemption certificates and link them to customer records so they’re easily available at the point of sale.
- Save time filing. Pull your transaction data to prepare your returns each filing period or automate the preparation, filing and remittance for all jurisdictions with Avalara Returns.
Avalara Sales Tax Automation – Marketplace | Acumatica Cloud ERP
AccuNet ERP User Group
Have you ever wished for a business assistant to help with an issue you have had using your ERP system? I am not talking AI, but a real live person who understands exactly what you are dealing with in business process flow. Someone who could help you simplify a process to make things just a little smoother than they already are and someone to help you get over the hill to successful process change.
At AccuNet we have two professionals who were involved with a national ERP user group. They designed and presented content for the annual conference, made lasting connections, and continued to offer their services in this network. AccuNet now plans to capitalize on their insights to establish an ERP user group for the users we have had the privilege of working with over the years.
This ERP User Group will be a mix of Acumatica and Microsoft Dynamics SL clients together in a virtual meeting to “show and tell” what you have accomplished that works to streamline operations in your company, with other like professionals. Though the software is different, the intent to improve workflow is the same.
Welcome to the start of the AccuNet ERP User Group.
The live virtual meeting will be based on the user definition, from content that shares what users are doing, and what they want to see, to training and reporting and even the duration and frequencies of each virtual meeting. If our users want to see demos from ISV partner or even Tips and Tricks from the AccuNet Pros. Again, all content, frequency and duration of meetings will be user driven. More information on the first meeting will follow inside the next AccuNet Forward newsletter. Please reach out if you want to assist with planning these meetings.The next story is the type of content we hope to highlight at these user group meetings. It presents the preparation, transition and now full success of using an ERP system to help a business grow. We would like to highlight your issues and successes and use the group to discuss ways to increase productivity and capture measurable results.
Acumatica Customer Success Story – Geotechnical Consultants Inc.
Geotechnical Consultants, Inc. (GCI) is a leading Ohio-based engineering firm specializing in geotechnical engineering, environmental site assessments, construction materials testing, and building envelope testing. Founded in 1979, GCI has grown from a five-person operation to a 125-employee company with offices in Columbus, Dayton, and Youngstown. AccuNet helped streamline the operations and other professional services.
In 2019, GCI turned to a longtime partner, AccuNet, to guide its ERP transition. With over 30 years of deep knowledge of GCI’s systems and operations, AccuNet recognized that Acumatica’s flexible, cloud-based platform was the right fit to address GCI’s reporting, integration, and accessibility challenges. The implementation was completed in about seven months, with AccuNet leading data migration, user training, and process alignment to ensure a smooth, successful rollout.
If you’d like to see one of our success stories, you can click the link below to view the PDF. It is brief, just 4 pages. We hope you find it insightful, and if you’d like to hear more, please reach out to an AccuNet Consultant.
ACCUNET FORWARD thinking newsletter to assist our clients in ERP education! If you would like us to focus on any particular topic that is current for your staff, please reach out and we will get that incorporated in future editions.
ACCUNET IT SERVICESWe take our proactive role in your business seriously. When we are managing and monitoring your network we can mitigate and often head off issues before they become expensive disasters. If you have an IT need, check out our IT division at IT Services Home | AccuNet
If you need to get back to any and all of these newsletters in the future, you will be able to find each on our website under ERP and Resources at this link. Newsletters | AccuNet
Best Regards,Your AccuNet Team.
