Velixo Elevate Series: Most Common Support & Service Requests Demystified
Presenters:
- Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo
- Teague Sanders, ERP Data Analyst, Velixo
Support and services requests in Acumatica environments tend to center on reporting changes, Excel-based workflows, data corrections, and questions about what teams can reasonably handle on their own.
This session focuses on the Acumatica-specific requests Velixo most often sees from customers and partners. We will walk through practical examples tied to reporting and Excel usage, and explain how Acumatica’s data structure and configuration options affect both the request and the effort required to address it.
The goal is to help attendees better scope common requests, understand the tradeoffs involved, and make more informed decisions about when a request is straightforward, when it requires additional planning, and when training or enablement is the better path.
