DSD Business Systems

Velixo Elevate Series: Most Common Support & Services Requests Demystified
2026-04-07 11:00 - 11:30 (America/Los_Angeles)
Presenters:

Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo
Teague Sanders, ERP Data Analyst, Velixo

In Sage Intacct environments, support and services requests often involve reporting design, dimensional data, and Excel-based analysis that no longer fits the original setup.
This session covers the Sage Intacct-specific requests Velixo most often receives from customers and partners. Using concrete examples, we will explain why these requests arise, how Intacct’s reporting and dimensional model influences them, and what is typically required to resolve them cleanly.
Attendees will leave with a clearer understanding of how to approach common reporting and Excel-related requests, how to reduce rework through better scoping, and when enablement or training is the right solution.

Industry Spotlight: AP Workflows That Actually Work
2026-04-07 10:00 - 11:00
A practical session for AP and finance leaders in construction, nonprofit, healthcare, and consumer services who need workflows that hold up under real operational complexity — without adding headcount.

Why Industry Context Matters
Construction teams manage job cost coding and decentralized field approvals.
Nonprofits navigate strict grant compliance and limited resources.
Healthcare organizations operate under audit pressure and multi-department approvals.
Consumer service businesses face seasonal volume spikes and multi-location inconsistencies.

When AP workflows aren’t designed for industry-specific complexity, they start to break in predictable ways:

Approvals slow down across distributed teams
Coding becomes inconsistent
Exceptions pile up
Documentation lives in inboxes
Visibility into liabilities is limited
Month-end turns reactive

This session focuses on what actually works — by industry.

What You’ll Learn

The most common AP workflow breakdowns across construction, nonprofit, healthcare, and consumer services
What “good” workflows look like in compliance-heavy, high-variance environments
How to standardize intake, coding, approvals, exception handling, and documentation
A practical 30-day roadmap to modernize AP without increasing headcount

Live Workflow Walkthrough
You’ll see how Quadient AP supports centralized workflows, configurable approvals, intelligent automation, and real-time visibility — built to address these industry-specific challenges.

If your AP process is under pressure from compliance demands, distributed approvals, or volume spikes, this session will show you what modern, resilient workflows look like in practice.

Can’t attend live? Register anyway — we’ll send the recording.

Understanding business license compliance: A smarter way to manage risk and focus on growth
2026-04-02 09:00 - 10:00
Reduce risk and refocus your team

Learn how to simplify business license compliance, reduce operational risk, and spend less time on tedious administrative work — so you can focus more on managing and growing your business.

What you need to know about managing business licenses
Practical guidance for complex organizations

Understand the different types of business licenses and permits.
Identify common triggers that create new license requirements.
Reduce risk across multilocation and multistate operations.
Improve visibility and centralize license management processes.
Support expansion without increasing compliance burden.

Walk away with practical steps to manage compliance more efficiently and with greater confidence.

Modernizing Finance: Why Sage 100 Clients are Migrating to Sage Intacct
2026-03-26 13:00 - 14:00
Many finance teams using Sage 100 are reaching a point where manual reporting, slow consolidations, and infrastructure limitations start holding them back. In our upcoming webinar, we’ll explore:

10 signs it may be time to move from Sage 100 to the cloud
Key differences between Sage 100 and Sage Intacct
How cloud ERP improves reporting, automation, and scalability
What a typical migration process looks like

Automating Employee Expenses with Sage Intacct
2026-03-26 11:00 - 11:45
Looking to eliminate manual work, speed reimbursements, and gain visibility into employee spend? Join us to learn how Sage can help streamline your expense processes, with one of the following solutions:

Sage Intacct Employee Expenses: Good for organizations with simpler needs, this solution provides streamlined receipt capture, configurable approval workflows, and reimbursements.
Sage Expense Management: Great for any organization, this solution lets you quickly capture receipts via text, see spending instantly with live card feeds, reconcile transactions in minutes, automate policy management and enforcement, and tailor approvals to your needs—saving you time and simplifying every step.

Walk away knowing which solution best fits your organization and how to get started.

Modernizing Beyond Sage 500: What Sage X3 Offers
2026-03-25 12:00 - 13:00
📢 As a Sage 500 customer, your ERP has supported complex financials, manufacturing, and distribution operations for years. But as technology expectations evolve and organizations expand across entities, currencies, and locations, many leadership teams are starting to evaluate their long-term ERP roadmap.
Join DSD Business Systems for an exclusive Sage 500 Customer Lunch & Learn focused on understanding the differences between Sage 500 and Sage X3—and what those differences could mean for your future strategy.
In this session, we’ll cover:
✅ Where Sage 500 stands today
✅ Architectural and deployment differences between Sage 500 and Sage X3
✅ Cloud, hosting, and infrastructure considerations
✅ Multi-entity, multi-currency, and global capabilities
✅ Manufacturing and distribution functionality comparison
✅ What a transition from Sage 500 to Sage X3 would realistically involve
Whether you plan to remain on Sage 500 for years to come or simply want to understand your options, this session will help you make informed, strategic decisions.

DonorPerfect + Sage Intacct: Streamlining Nonprofit Fundraising and Financial Management
2026-03-24 12:00 - 12:50
Nonprofit finance and development teams shouldn’t have to reconcile spreadsheets just to understand fundraising performance. Join us for a focused webinar on how DonorPerfect helps nonprofits streamline donor management — and how integrating it with Sage Intacct eliminates manual entry, improves reporting accuracy, and strengthens audit readiness.
If you’re a CFO, Controller, Accounting Manager, or Development Director, this session is for you.
✔ Automatic donation to GL Posting
✔ Fund, Restriction, and Purpose Tracking
✔ Real-time Financial Visibility into Fundraising Activity

From invoice to payment: Streamlining Accounts Payables
2026-03-24 11:00 - 11:45
Join us to streamline accounts payable from invoice entry and purchasing automation through vendor payment, powered by MineralTree in Sage Intacct.
This session delivers a practical, in-depth walkthrough of AP, PO, and vendor payment automation, with live in-product demonstrations. You’ll learn how to reduce manual steps, improve accuracy, and gain better visibility and control across your entire AP process.
Join us to learn how to:

Automate invoice capture, coding, and approval workflows
Reduce processing time, errors, and manual effort
Streamline purchasing using PO matching and match tolerance insights to manage exceptions
Pay vendors on time with greater visibility and cash control
Improve insight into payables, approvals, and cash flow

By the end of this Meetup, you’ll be able to:

Confidently process invoices and vendor payments in Sage Intacct
Leverage AP automation best practices in your current workflows
Identify opportunities to streamline and optimize vendor payments
Ensure your team is fully utilizing AI-powered capabilities in AP Automation

Work Smarter in Sage 100: Top Tools and Tips
2026-03-24 10:00 - 11:00
Are you using Sage 100 to its full potential?
Many organizations rely on manual exports, disconnected spreadsheets, and repetitive processes — without realizing Sage 100 already includes powerful tools designed to streamline reporting, automate communication, and improve visibility.
Join DSD Business Systems for an interactive session where we’ll showcase the built-in features that can help your team work smarter every day — and make next year-end significantly smoother.
In this session, you’ll see:
• Crystal Reports for customized reporting and deeper financial insight
• Sage Intelligence for Excel-based dashboards and real-time analysis
• Advanced Lookup Engine (ALE) to find information faster
• Business Insights Explorer to drill into transactions and improve transparency
• Paperless Office email functionality to streamline document delivery and notifications
These tools reduce manual effort, strengthen audit trails, and prepare your team for a more efficient close process.

Turning Clinical Data into Financial Insight with Sage Intacct + EMR Connect
2026-03-19 11:00 - 12:00
Healthcare finance leaders are under pressure to do more than close the books. You’re expected to deliver margin visibility, faster reporting, and cleaner revenue cycle performance — all while managing disconnected systems.
Join us for an exclusive Lunch & Learn on EMR Connect + Sage Intacct and discover how leading healthcare organizations are:

Eliminating manual reconciliation between clinical and financial systems
Accelerating month-end close with automated data flows
Improving charge capture and revenue recognition accuracy
Gaining real-time visibility from patient encounter to financial statement
Reducing audit risk with a clean, integrated data trail

If your team is still exporting spreadsheets from your EMR and manually rekeying financial data into Sage Intacct, this session is for you.
Once registered, we’ll send you a $40 Grubhub Gift Card so you can enjoy lunch on us. Can’t attend live? Register anyway and we’ll send you lunch + the recording.

Acumatica ROI Micro-Webinar
2026-03-19 10:00 - 11:00
ROI Micro-Webinar: Measurable Impact Inside Acumatica
Hosted by The ISV Society
If you can’t quantify the impact, it’s hard to justify the investment.
This 60-minute ROI Micro-Webinar is designed specifically for Acumatica users who want measurable business outcomes — not just feature overviews.
In a single focused session, three Acumatica solution providers will share real-world case studies focused on financial and operational ROI.
Attendees will:

See real cost reductions
Learn proven time savings
Get metrics you can use

Each presenter will share measurable results tied directly to business impact — including time reclaimed, cost reduction, and scalability improvements.
Featured Sessions

TrueCommerce: How Specialty Auto Parts Saved 50% with EDI for Acumatica
See how one organization reduced EDI costs by 50%, achieved a smooth go-live with zero downtime, and improved operational transparency.
Avalara: Supporting 5x Growth Without Increasing Tax Headcount
Learn how Acumatica users scaled transaction volume through automation, streamlined return preparation, and maintained compliance without expanding tax staff.
Solver: From Spreadsheet Chaos to AI-Powered Insight
Discover how one organization reduced revenue processing time by 95%+ by replacing manual spreadsheets with centralized planning and AI-powered financial analysis.

Why Attend?
This session exists to help Acumatica leaders make informed decisions backed by measurable results.
Instead of focusing on product features, this webinar highlights:
• Financial impact
• Operational efficiency
• Scalability without added overhead
• Data-driven decision-making
If you are evaluating automation, compliance, reporting modernization, or operational efficiency within your Acumatica environment, this session will provide clear, real-world ROI examples.
Register today!

Drive Multi-Modal Manufacturing Agility and Growth
2026-03-19 10:00 - 11:00
Are disconnected systems and outdated processes holding back your manufacturing operations? Imagine streamlining everything from the shop floor to your financials with a single, adaptable solution.
In this session, you will learn how Acumatica will help you:

Streamline production planning and shop floor operations with precision.
Gain real-time visibility into your entire business with customizable dashboards.
Manage inventory and supply chains more effectively to reduce costs and improve accuracy.
Support multi-modal manufacturing, including make-to-stock and make-to-order environments.

Register today to learn how Acumatica Manufacturing Edition simplifies complexity and will help your team make smarter decisions—improving efficiency and driving growth.

Introducing Avalara Capital — Lending Built For Liability
2026-03-19 10:00 - 10:30
Financing for compliance and growth, right from your AvaTax dashboard.

With tax obligations projected to grow increasingly complicated in 2026, compliance matters more than ever. Make sure your business has the flexibility to stay compliant and keep growing with a financing tool designed for fast, friction-free tax management.

Learn why embedded working capital is the must-have fintech for the year ahead

In this webinar, attendees will get an inside look at Avalara Capital, the embedded working-capital solution built to eliminate cash-flow strain caused by tax compliance and operational demands.
Attendees will learn how Avalara Capital provides instant, year-round access to flexible funding for AvaTax users—directly inside the Avalara platform they already use and trust.
Reed Switzer, GM of Avalara Capital, will share how businesses can identify and resolve tax liabilities in a few clicks with a lending solution purpose-built for liability.
Attendees will also see how Avalara Capital’s AR-based credit line grows with their business, offering transparent pricing, no hard credit checks, and fast approvals so they can pay off tax debt without compromising other parts of their business

Can’t attend live? Register to get the on-demand recording. Live attendees will be able to ask questions.

Why Businesses Need to Automate Tax Compliance
2026-03-19 10:00 - 10:30
Sales tax compliance is more complex than ever. Economic nexus thresholds, marketplace laws, and changing rates can create multistate obligations quickly — and manual processes increase risk.
Join us for a webinar with Avalara to learn why more businesses are automating tax compliance to improve accuracy, reduce audit exposure, and save time. We’ll cover nexus risk, filing challenges, and how automation can support growth while helping your team stay focused on the business.

Payroll Processing Overview
2026-03-19 10:00 - 10:30
Get a clear overview of payroll processing within Criterion. We’ll walk through key payroll workflows, processing steps, and common considerations to help ensure accuracy, consistency, and timely payroll execution.

Sage Fixed Assets Management Overview
2026-03-18 09:30 - 11:00
Join us to learn how Sage Fixed Assets Management can streamline your asset management.
In this meetup, we’ll cover the entire fixed asset life cycle from acquisition to disposal and:

Explore Key Features: Get an in-depth look at the core features of our fixed assets application, including asset tracking, depreciation management, and compliance reporting.
Streamline Your Processes: Learn how to automate and streamline asset management tasks to save time, reduce errors, and improve accuracy.
Enhance Reporting: Discover how to generate comprehensive reports and analytics to make data-driven decisions and maintain accurate records.
Ask the Experts: Engage with our team of experts during a Q&A session to address your specific questions.
and more!

We look forward to your meetup participation!.

Build for Your World: A Virtual Conference for Construction Accounting & Finance
2026-03-18 08:00 - 12:30
Construction accounting and finance teams face a unique challenge. They operate in a project-driven environment where timing, accuracy, and trust in the numbers matter as much as compliance. Static reports, disconnected spreadsheets, and manual forecasting processes struggle to keep up with how construction actually works.
Build for Your World is a half-day virtual conference created specifically for construction finance leaders and the partners who support them. The sessions are designed to help teams move from reactive reporting to confident, connected insight across preconstruction, project execution, and close.
Can’t make it live? Every registrant receives full access to session recordings and materials.

Why Attend?

Gain executive-level perspective grounded in real construction finance challenges and proven approaches
Learn how leading organizations are improving forecast accuracy without increasing reporting burden
Bring clarity and consistency to WIP and cost-to-complete
Strengthen confidence in forecasting and project visibility
See how ERP and preconstruction data, including STACK, connect into a single financial narrative
Understand how Excel can function as a governed, strategic reporting layer rather than a manual workaround
Leave with practical ideas you can apply immediately, without re-platforming or rebuilding your ERP

Who Should Attend:
This event is designed for professionals who live at the intersection of projects and finance, including:

Controllers, CFOs, and Finance Directors in construction
Construction accountants and project accounting teams
Directors of Construction and finance-aligned operations leaders
Sage Intacct and Acumatica partners and consultants supporting construction clients

Whether you are hands-on with reporting or accountable for outcomes, the sessions are built to respect your time and experience.

Velixo Elevate Series: Most Common Support & Service Requests Demystified
2026-03-17 11:00 - 11:30
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.

Plan, Build, and Service with a Complete Construction Management System
2026-03-12 10:00 - 10:30
Are disconnected systems holding your construction business back? Moving forward can feel impossible if you’re struggling with siloed, scattered, unreliable data, slow decision-making, and time-wasting manual tasks. Acumatica Construction Edition is designed to eliminate these obstacles, unifying your operations from end to end.
In this webinar, you’ll learn how Acumatica will empower your team with:

Born-in-the-cloud ERP for modern, mobile, and scalable operations.
A single, connected solution covering the entire construction lifecycle.
Customizable workflows and real-time insights, wherever you work.
Seamless integration to break down data barriers.

Ready to transform your business? Register today to discover how Acumatica Construction Edition can help you build a more efficient, profitable future.

Developer
2026-03-12 09:30 - 11:00
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:

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.

Power Your Whole Retail and Commerce Business
2026-03-11 10:00 - 10:45
Managing multiple sales channels with an outdated ERP system hinders your growth. And juggling inventory, dealing with inaccurate ETAs, and reconciling transactions across platforms is complex and time-consuming. It’s time to connect your operations.
Explore Acumatica Retail Edition, a unified cloud platform for ERP-first and digital-native brands.
In this session, you’ll learn how to:

Unify B2B, B2C, and B2B2C commerce on a single customizable platform.
Take advantage of built-in connectors for Amazon, Shopify, and Big Commerce to simplify channel management and reduce IT overhead.
Streamline order processing and boost inventory accuracy in real time across all your sales channels.
Simplify bank reconciliation and transaction management with automated, AI-powered tools.

Register now to see how Acumatica can help you build a more connected and adaptable business.

Mastering Tax-Exempt Sales: Advanced Compliance Strategies for Modern Businesses
2026-03-11 09:00 - 09:30
Join Avalara and Acumatica experts for a deep dive into advanced strategies for managing exemption certificates with confidence and efficiency. We’ll explore how to streamline certificate collection, validation, and storage—while addressing complex compliance challenges, such as nexus expansion and drop shipping.

In this session, you’ll learn how to:

Navigate complex exemption rules and understand their nexus implications.

Build scalable workflows for certificate management, renewals, and expirations.

Prepare for audits with proactive oversight and documentation practices.

Leverage Avalara automation and managed services to simplify compliance and reduce risk.

Register now to witness seamless workflows between Acumatica and Avalara.

IN-PERSON: Dallas meetup
2026-03-10 08:00 - 13:00
Join us in Dallas, Texas!
Day 1

Meetup: a free event for customers, partners, and prospects.
Dashboards training: a free 90-minute session immediately following the meetup.

Day 2
Registration is required for all events.

Financial Reporting Bootcamp: 6 CPE eligible training. Fee details on registration page.
Advance your knowledge: Hear from Product Management and Sage Intacct experts to get ahead.
Connect and share: Network with local customers to share insights and discover how others are using Sage Intacct

Learning Management Overview
2026-03-05 10:00 - 10:30
Discover how Criterion’s Learning Management tools help you manage employee training more efficiently. This session will cover course setup, assignment tracking, and reporting—giving you better visibility into training completion and compliance.

Velixo Elevate Series: The Many Uses of Velixo Writeback for Sage Intacct
2026-03-03 11:00 - 11:30
Presenter: Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo
Velixo Writeback is often introduced through a specific use case:

Journal entries
Budgets / Forecasts
Project Forecasts

And for many teams, that first use becomes their go-to.
While this is indeed valuable, what’s sometimes less obvious is just how broadly Writeback can be applied once you start thinking beyond that initial scenario.
This session explores a range of practical, real-world ways organizations use Writeback with Sage Intacct to work directly from Excel while respecting the structure of multi-entity environments and dimensional reporting. Through examples and demonstrations, we will look at how Writeback supports everything from targeted data updates to more structured workflows, helping teams reduce manual effort and expand what is possible without changing how they work day to day.
Most attendees will discover at least one new way Writeback can fit naturally into their existing reporting and operational processes.

Make Your Operations Smarter with Modern Distribution Tools
2026-03-02 10:00 - 10:30
Distributors face challenges managing thousands of SKUs, coordinating teams and locations, and meeting customer demands for fast, personalized service. Disconnected systems only add to the struggle, making it harder to stay competitive.

Join Acumatica experts for a webinar tailored to the needs of small and mid-sized businesses. Discover how Acumatica Distribution Edition, a fully integrated, mobile-ready ERP solution, simplifies operations and helps your business thrive.

You’ll receive a high-level overview and see a live demonstration of Acumatica’s key capabilities, including:

A modern, intuitive UI and role-based dashboards that enhance team productivity.
Streamlined sales order entry and workflow tools for greater efficiency.
An AI-Powered Cross-Sell Assistant to boost revenue opportunities.
Order orchestration for efficient fulfillment across multiple locations.

Optimized inventory and procurement management powered by real-time visibility.

Discover practical features that will help you connect your people, processes, and data in one scalable platform.

Register now and take the first step toward transforming your distribution operations.

Intelligent Automation in Action: AI‑Driven Dynamic Allocations for Modern Finance Teams
2026-02-24 11:15 - 12:15
As organizations scale, allocation complexity grows with them—more entities, more dimensions, and greater pressure on finance teams to deliver fast, accurate, and fully auditable results. Yet many teams still rely on manual spreadsheets and rigid allocation rules that slow the close and introduce unnecessary risk.
Join Sage Intacct for a first‑ever customer roundtable featuring Edith Ruiz, Financial Controller at Catholic Charities of Oregon, as she shares how her team is leveraging AI‑powered Dynamic Allocations to streamline complex allocation workflows, eliminate manual effort, and deliver clearer financial insights.
In this interactive session, you’ll gain real-world perspective on how modern finance teams are:

Automating recurring, multi-entity, and multi‑dimensional allocations with confidence
Replacing spreadsheet‑driven processes with flexible, data‑driven allocation rules
Enhancing accuracy, transparency, and auditability across every allocation cycle
Unlocking deeper financial visibility to support faster, smarter decision‑making

Whether you’re responsible for shared services allocations, overhead distribution, grant or program cost assignments, or recurring expense management, this conversation will show how AI‑driven automation empowers finance teams to spend less time managing allocations—and more time driving strategic impact.

The Future of HR for Sage 100 Users: What Sage HCM can do for you
2026-02-24 11:00 - 12:00
📢 Sage 100 customers are under increasing pressure to manage growing workforces, stay compliant with ever-changing regulations, and reduce manual HR and payroll processes—all while maintaining accuracy, visibility, and control.
Join DSD Business Systems for an exclusive Lunch & Learn to explore how Sage’s acquisition of Criterion—now Sage HCM— delivers a modern, unified HCM platform purpose-built to extend the value of your Sage 100 investment.
You’ll learn about:
✅ What the Criterion acquisition means for the future of Sage HCM
✅ The benefits of a Sage-backed, fully supported HCM platform
✅ HR, payroll, timekeeping, recruiting, and employee self-service capabilities
✅ How Sage HCM complements and strengthens Sage 100—not replaces it
✅ Reduced manual entry, improved accuracy, and stronger compliance controls
✅ A clear path to modernizing HR without disrupting existing financial systems
Discover how DSD’s purpose-built Sage HCM integrations for Sage 100—including PRCR Payroll Integration and GLCR General Ledger Posting—create a seamless connection between Sage HCM and Sage 100. These integrations ensure employee, payroll, and financial data flows accurately between systems, eliminating duplicate entry and manual payroll posting.
See how Sage HCM, combined with DSD’s integration expertise, helps Sage 100 customers streamline HR operations, simplify payroll, and confidently support a modern workforce—today and into the future.

Supercharge Pet Food Manufacturing with Acumatica
2026-02-19 11:00 - 12:00
Pet food manufacturers are facing more pressure than ever, complex formulations, strict compliance requirements, evolving customer expectations, and disconnected systems that slow innovation and limit visibility.
Join DSD Business Systems and Acumatica for an exclusive Lunch & Learn to explore how a modern cloud ERP is transforming the way pet food processors manage production, compliance, quality, and growth.
When: February 19, 2026
Time: 11:00 AM – 12:00 PM PST
You’ll learn about:
✅ Unified operations across finance, production and inventory
✅ Advanced recipe and formula management
✅ End to end batch traceability and fast recall response
✅ Automated quality and compliance (to meet AAFCO, FDA, FEDIAF standards)
✅ Scalability infrastructure for new products and facilities
✅ AI driven insights to improve efficiency and control costs
Register now to see how Acumatica can revolutionize your pet food manufacturing.

AI in tax: Transforming compliance workflows
2026-02-19 10:00 - 11:00
See how Avalara is embedding automation into tax compliance tools

Learn how Avalara is using AI to automate tax workflows, reduce manual effort, and improve compliance accuracy across your organization.

We’ll cover:

Simplifying tax and finance workflows, including document intake and reporting
Digitizing inbound invoices directly from your inbox
Managing certificates with AI
Embedding AI-powered insights into Avalara solutions
Answering your questions in real time during a live Q&A

Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.
