The Blockbuster hit of the summer

2025 Summer Series

Eight training sessions to further educate accounting professionals. 

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Thursday, August 7th

Set Sail with Bruce and Grant!

11:00 AM - 12:00 PM CT
Bruce Gilstrap, Developement Team Manager
Grant Perry, Director of Development, VP 

All aboard! Bruce and Grant are your cruise directors for this year's Summer Series. Join them on the lido deck as they chart a course through this summer's webinars, share what's new on board (aka: the software), and introduce some fresh faces on the crew. Smooth sailing ahead!

Join us as we explore:

  • New AccountingWare crew members
  • Cruise itinerary: what each port (webinar) has in store
  • Cabin upgrades: recent enhancements to ActivityHD and ActivReporter
Register

Advanced Financial Reporting 
in ActivityHD and ActivReporter

12:30 PM - 1:30 PM CT
Sarah Acosta, Implementation Team

As the tech landscape evolves, the demand for better, faster, and stronger reporting only grows. When the reporting boss fight feels never-ending, how do you gain the upper hand? Join this session to learn how to unlock advanced strategies to bring your financial reporting in ActivityHD and ActivReporter to the next level.

This session will include:

  • How to complete more objectives with fewer financial designs
  • How to troubleshoot and maintain financial designs with confidence
  • How to use Financial Views for on the fly, layered analysis
  • Plus: A look at upcoming features in the Financial Tree Reporting bot
Register

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Thursday, August 14th

Next-Level Tools:
Change Logs & Extended Support Services in ActivityHD

11:00 AM - 12:00 PM CT
Stefanie Rosales, Support Team Lead
Elizabeth Carrasco, Support Team 

We’re introducing tools that give you more control, more clarity, and more capability. In this session, we’ll highlight the new Change Logs feature, which provides detailed visibility into record changes, and showcase our Extended Services offerings which include strategic, hands-on support to help you get the most out of your system. Whether you're looking for compliance help, custom reporting, or system audits, this is your chance to learn what's possible.

In this session, we’ll cover:

  • Change Logs navigation & access
  • Tracking edits & deletes
  • System reviews & audit services
  • Custom reports & automation tools
  • Other new features
Register

“Approvals on the Go" in AP and PO

12:30 PM - 1:30 PM CT
Steve Sikes, Support Team
Zach Montandon, Support Team

In today's fast-paced, mobile-first world, waiting for approvals to push through financial workflows can grind business to a halt. This session explores how ActivityHD’s ActivWebServices (AWS) can streamline Accounts Payable (AP) and Purchase Order (PO) processing by enabling real-time, remote approvals. Learn how to view, approve, and disapprove invoices and POs from anywhere—whether from your office desk or on the move. 

Join us as we include:

  • Practical use cases
  • Live Demos for AP and PO from anywhere
  • Access to View Details and Attachments Remotely
Register

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Thursday, August 21st

Bridge the Gap to Your Data: 
Power BI and Automation

11:00 AM - 12:00 PM CT
Cole Long, Project Development Lead
Mason Edwards, Implementation Team

Automating tasks and extracting data for reporting are foundational to any modern ERP Software. The more customizable the automation and reporting is, the easier it is to adapt for your individual business's needs. Join us to gain insight into how our solutions reduce workload and risk while enabling full customization.

Join us to learn about:

  • Automating key accounting processes
  • Enabling seamless data exchange with third-party platforms
  • Delivering actionable analytics through Power BI.
Register

Enhancements That Make a Difference in CP & AR

12:30 PM - 1:30 PM CT
Stefanie Rosales, Support Team Lead
Georgina Stroble,  Support Team

Managing contracts and tracking related receivables has never been easier. In this session, we’ll explore the latest enhancements to Contracts Processing and how these updates boost visibility, reporting accuracy, and AR integration. These improvements empower you with greater control, deeper insights, and fewer surprises. 

Join us as we cover:

  • New fields and filters for faster, more precise analysis and reporting
  • Enhanced visibility into invoice balances and payment statuses
  • Updated views for contract payments and settlements
  • Built-in reports delivering more actionable data
  • Seamless CP to AR workflows with improved clarity and insight
Register

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Thursday, August 28th

Mid-Year Moves to Keep
Payroll Running Smooth

11:00 AM - 12:00 PM CT
Elizabeth Hudspeth, Implementation Team
Brett Burgess, Support Team 

It’s August—time to give your payroll system the tune-up it deserves! Waiting until year-end to clean things up only leads to stress, errors, and long nights. Join us for a mid-year checkup where we’ll show you how to keep your ActivityHD payroll system running like a well-oiled machine.

From employee terminations to ACA prep, we’re covering the small maintenance steps that can save you major headaches later. You’ll leave with a practical to-do list, a few laughs, and a much cleaner payroll setup.

Join us as we cover:

  • Employee Maintenance
  • ACA Monthly checks
  • Tax issues
  • Reporting
  • & more
Register

GL Controllers: 
Accomplish More with Less

12:30 PM - 1:30 PM CT
Lori Bogart, Senior Project Lead 

Controllers are facing more challenges than ever—navigating staffing changes while delivering more financial insights. In this webinar, discover how ActivityHD empowers you to maximize productivity with automation and robust reporting tools tailored for General Ledger.

Join us to learn how you can:

  • Simplify data entry to reduce manual effort
  • Automate the GL Detail Report for faster, consistent reporting
  • Leverage the Subsidiary Detail view to streamline reconciliations
Register