Launching Soon
Customer
Onboarding Program
A structured 21-day learning experience that gets your team confident and role-ready in Acumatica, from day one—with new learning paths and materials to be added over time.
21
Day Program
~1 Hour
Per Day
6
Learning Paths
Monthly
Cohorts
Learning Journey
Step 1 · Everyone
Getting Started
System orientation for all learners—navigation, controls, filters, personalization, reports, and dashboards.
Step 2 · Your Role
Role-Based Path
First, complete the path that most closely matches your role. Then, explore others for even broader training. Progress is saved—continue in the next cohort if needed.
Controller
AP Clerk
AR Clerk
Sys Admin
Project Accounting
What's Included
Short Videos
3–5 minutes, topic-focused, platform-based
Knowledge Quizzes
5 questions per topic
Job Aids
Printable and interactive guides
Infographics
Downloadable process diagrams
PDF Transcripts
Full-text versions of every video
Weekly Office Hours
Live sessions with Acumatica SMEs
Digital Badges + Leaderboard
Shareable credentials for every completed learning path
For Customers
- Confident, role-ready teams within 21 days
- Digital badges as proof of competency
- Flexible pace—progress always saved
- Direct SME access through weekly Office Hours
- Individual and account-level participation reports
- Downloadable materials to keep and reference
For Partners
- Structured onboarding ready to offer—no heavy lift on your part
- Stronger customer relationships at go-live
- Foundation to identify gaps and offer targeted training
- Included in partner enablement kit and DSR template