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Partnering with Your Platform: Smarter Expense Management in Acumatica

Thursday, June 19th @ 12-1p CT

In this session of CS3 SmartTalks, we’re diving into how to elevate your expense management workflow using Acumatica's advanced tools — but with a mindset shift.
We’ll kick things off with a fresh perspective: What if you approached Acumatica not just as a tool, but as a colleague? When you treat your ERP like a team member — with defined roles, trust, and feedback — you unlock a more efficient, intuitive working relationship that drives better outcomes.
 
From there, we’ll explore practical applications, including:
  • 🔍 Advanced Expenses – How to simplify and streamline your expense reporting process
  • 📸 Receipt Recognition – Let Acumatica do the heavy lifting by automating expense capture
  • 🏦 Bank Recognition Imports & Bank Feeds – Cut down on manual entry and ensure clean reconciliation
Whether you're a finance pro, operations lead, or Acumatica power user, this session will help you harness the platform more effectively — and maybe even change the way you think about your ERP system altogether.

 

C-Womack 2024
Presented by

Cristi Womack
ERP consultant

Cristi Womack is an ERP consultant that specializes in turning complex documents and dashboards into clear, concise masterpieces. With over 20 years of industry experience, she’s a seasoned pro in implementation, training, and documentation.

SmartTalks is a comprehensive, free webinar series designed to share our wealth of knowledge with our esteemed customers and partners. Our goal is to provide key insights that will help you maximize the utility of your software and business investments. Each session is designed to be both informative and engaging, ensuring a comfortable learning environment without sales pressure or gimmicks. We are dedicated to educating ERP and HCM users, offering them the tools they need to excel in their roles. Our webinars are held on the third Thursday of each month, providing regular opportunities for learning and growth. By signing up, you'll receive notifications to ensure you never miss our sought-after webinars. Remember - SmartTalks are absolutely FREE! Ensure you're continually learning by registering today!

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CS3 Technology is a business consulting firm specializing in the implementation and support of various software applications including Enterprise Resource Planning (ERP) and Human Capital Management (HCM). With over 20 years of experience, CS3 Technology offers tailored services to a wide range of industries. The firm prides itself on its customer-centric approach, focusing on understanding each client's unique needs and challenges. Through their comprehensive suite of solutions, CS3 Technology empowers businesses to streamline operations, improve efficiency, and make informed decisions that drive growth and success.