BOY oh boy was April a busy month for our Klear team, with one of the highlights being the FIRST Acumatica SoCal User Group Meetup of 2024, where we gathered with the SoCal team and discussed the newest enhancements made to Acumatica 2024 R1!! Sponsored by the wicked Excel-enhancement software, Velixo, and hosted at Bandai Namco Toys & Collectibles Inc., this AUG Meetup was a HUGE success. Is FOMO weighing you down? Feel heavy no longer - keep scrolling for a full highlight reel as we recap the latest and greatest together!!
Curious to know what on earth the Acumatica SoCal User Group is? Check out this page to see what the AUG communities offer and stay updated on SoCal User Group events, activities and discussions. ** You must be a member to view the page so if you're having trouble accessing it, please double check that you have already joined the SoCal User Group **
Not in SoCal? No worries!! Browse the 18 other user groups throughout North America!
With stimulating conversations, awesome giveaways, and an informative presentation of the Velixo x Acumatica features from none other than Gabriel Michaud, founder and CEO of Velixo and prior Acumatica Labs GM, we were led down a day chock-full of knowledge and new connections as we covered Acumatica 2024 R1. Not to mention, how cool it was to tour Bandai's lobby to close off the day - complete with an LA Dodgers' Shohei Ohtani baseball memorabilia wall 🤌🏼✨
Velixo partnered with Acumatica to craft a user-friendly Excel plugin that is lightning fast and leverages the unique capabilities of your cloud ERP. ✨AMAZING✨ Fully integrated into Acumatica and Microsoft 365, Velixo boasts simplicity, usability, and flexibility for business operations. Features such as: live, self-service reporting via Velixo Smart Refresh, email distribution features and native Microsoft 365 integration, AR/AP aging and inventory for Operational Analysis, allow users to automate workflows and achieve significant time savings that boost their productivity and competitiveness.
Since its inception in 2017 by Gabriel Michaud (former GM at Acumatica Labs), Velixo has experienced exponential growth and is a worldwide, multi-award company (i.e. Acumatica Top notch 2024 award, MYOB Best Performing App 2023 award, Acumatica Innovation 2023 award, Acumatica Top Partner of the Year 2022 award). With a worldwide team and thousands of international customers, Velixo supports a variety of ERP solutions with an incredibly sharp, dedicated team backing a strong community of VAR partners. For the third and consecutive year, Velixo retains a perfect satisfaction score on G2 Crowd, the highest satisfaction ratings across the industry.
- Usability:
- New UI
- Approval and Rejection reasons on financial forms
- Tax exemption certification management - Financials:
- Excel-based reporting (this is where Velixo comes in to play!!)
- Calculate taxes on prepayment
- Credit memos with terms and cash discounts
- Manufacturing:
- Improve material demand planning by forecasting optional stock and non-stock kit components
- Optimize MRP generation with ‘planning horizons’ that enable organizations to define time-constrained data for inclusion in supply and demand calculations
- Provide manufacturing workers the flexibility to report production operations when they are run in parallel - CRM Enhancements:
- Case Closure upgrades
- Provide a 360-degree view of project details by automatically updating projects with associated activities and related tasks - Gabriel's presentation:
- AI features from Co-Pilot using data directly exported out of Acumatica
We've only scratched the surface of the latest and greatest additions of Acumatica 2024 R1 and Velixo's contributions, contact us today with any questions and we will happily answer!
Cheers to profits and business growth!!! 🎉
