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MYOB Acumatica: Productivity Boosters & Personalisation - March 2026

MYOB Acumatica User Group Training 2026

The second Hour of Power for 2025 where we cover year-end activities. 
Date: 18 March 2026
Time: 2.00 - 3.30pm AEDT
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This MYOB Acumatica User Group session focuses on the everyday tools, configurations and personalisation options that help users work faster, reduce friction and get more value from the platform — without custom code or complex projects.

MYOB Acumatica User Group

 

 

The MYOB Acumatica: Productivity Boosters & Personalisation session is designed to help you get more out of MYOB Acumatica by focusing on the tools and features that make everyday work faster, easier and more intuitive.

Rather than deep technical customisation, this MYOB Acumatica User Group “Hour of Power” explores practical configuration, personalisation and automation options that can be applied immediately — helping teams reduce manual effort, improve consistency and increase user adoption across the business.

This session is ideal for organisations looking to maximise their ERP investment by tailoring MYOB Acumatica to the way their people actually work.

Overview of Content

During this session, we will cover:

  • Practical productivity boosters that reduce navigation time and repetitive tasks, including dashboards, saved views, shortcuts and workflow automation.

  • Personalisation techniques that allow users and administrators to tailor screens, fields and layouts without custom development or upgrade risk.

  • Role-based experiences to ensure finance, operations, management and administration teams see what matters most to them.

  • Smarter data entry and validation options that improve accuracy, enforce business rules and reduce rework.

  • Usability tips and best practices to improve day-to-day efficiency and drive stronger user adoption across the organisation.

By the end of the session, attendees will have a clear understanding of how small, targeted changes in MYOB Acumatica can deliver meaningful productivity gains and a more user-friendly experience.
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MYOB Acumatica

Agenda

⚡ Everyday Productivity Boosters

Small changes can deliver big gains when applied consistently across teams.

  • Dashboards & KPIs
    Tailor dashboards by role to surface the most relevant information at a glance.

  • Saved Filters & Personal Views
    Reduce repetitive searching with saved filters, default views and personalised grids.

  • Quick Actions & Favourites
    Speed up navigation using shortcuts, favourites and menu customisation.

  • Automation for Repetitive Tasks
    Use built-in workflows and approvals to remove manual steps and reduce errors.

🎨 Personalisation Without Customisation

Learn how to tailor MYOB Acumatica to the way your business actually works — without breaking upgrades.

  • Screen & Field Personalisation
    Show, hide, rename or reorder fields and tabs to match your processes.

  • Role-Based Experiences
    Configure different layouts and access levels for finance, operations, sales and management.

  • Form & Document Adjustments
    Improve clarity and usability in documents such as invoices, receipts and approvals.

🧠 Smarter Ways to Work

Leverage built-in intelligence and usability features to improve consistency and accuracy.

  • Default Values & Auto-Fill Logic
    Reduce data entry errors and improve speed across transactions.

  • Validation Rules & Controls
    Enforce business rules without custom development.

  • Search, Navigation & UI Tips
    Hidden features and best practices that make MYOB Acumatica easier to use day-to-day.

When is the event?

18th March 2026

2.00 - 3.30pm AEDT

Date: 18 March 2026
Time: 2.00 - 3.30pm AEDT

Who should attend this event?

This session is ideal for:

  • MYOB Acumatica users looking to work faster and smarter

  • Finance, operations and administrative teams

  • System administrators and power users

  • Businesses aiming to improve user adoption and data quality

No development skills required — everything covered is achievable using standard MYOB Acumatica functionality.

Will I be able to ask questions?

The online event is set in a webinar format. To avoid distractions and confusions during the event, all attendees will be on mute. However, you will be able to virtually put your hand up for questions or post the questions in the 'Questions' section and we will answer them at the end of the event!

Will I get a recording?

If you are unable to attend live, still register as we’ll send you the recording.

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