The acu-connections Podcast

In this episode, Jeremy Potoka and Will Kappauf discuss the critical aspects of Acumatica upgrades, emphasizing the importance of intentionality and thorough testing. They explore the challenges faced by VARs and customers in navigating upgrades and share insights on building effective systems to ensure successful implementations.Takeaways Importance of intentional upgradesTesting is crucial for successChapters 00:00 Introduction to Acumatica Upgrades02:00 The Consequences of Ignoring Upgrades08:19 Building a System for Upgrades12:18 The Role of Customer Participation17:37 Acknowledging Customer Efforts

The conversation covers the challenges of accounts payable payments for Acumatica customers, including issues with initiating payments, vendor inquiries, and fraud. It also explores the evaluation of AP solutions and the importance of tenure, ease of use, network size, and fraud protection. The influence of Marie from Acumatica on the speaker's perspective is highlighted.TakeawaysAccounts payable payments present challenges for Acumatica customers, including time-consuming processes, vendor inquiries, and fraud.When evaluating AP solutions, factors such as tenure, ease of use, network size, and fraud protection are crucial considerations.Marie from Acumatica has had a significant influence on the speaker's perspective and has been inspirational in the space.Chapters00:00 Introduction and Background03:32 Challenges of Accounts Payable Payments09:20 Evaluation of AP Solutions22:13 Influence of Marie from Acumatica

The podcast episode discusses the challenges of managing sales tax compliance manually for multi-state Acumatica customers and the benefits of bringing the process into Acumatica. Naquan Banks from Avalara shares insights on tax compliance, exemption certificate management, and the impact of delayed or underestimated compliance. He also highlights the key considerations for evaluating solutions and the influence of the Acumatica ecosystem.TakeawaysTax compliance was not designed to live inside an ERP, making it complex and challenging.Seamless integration, exemption certificate management, and scalability are crucial factors to consider when evaluating solutions for managing sales tax compliance manually.Chapters00:00 Challenges of Manual Sales Tax Compliance03:00 Impact of Delayed or Underestimated Compliance08:22 Key Considerations for Evaluating Solutions14:59 Influence of the Acumatica Ecosystem

The conversation delves into the challenges of payments in Acumatica, the impact of delayed payments implementation, pain points and stakeholders, evaluating solutions and future planning, and the influence of partners and customers on product development.TakeawaysPayments in Acumatica pose challenges for usersDelayed payments implementation impacts efficiency and resource allocationChapters00:00 Challenges of Payments in Acumatica03:05 Impact of Delayed Payments Implementation04:16 Pain Points and Stakeholders04:54 Evaluating Solutions and Future Planning09:23 Influence of Partners and Customers

The conversation covers the challenges of the AP execution gap, the integration of Bill with Acumatica, and the evaluation of AP solutions. It also highlights influential Acumatica team members and provides additional resources for learning more about the topic.TakeawaysAP execution gap challengesIntegration of Bill with AcumaticaChapters00:00 Introduction and Background01:15 The AP Execution Gap02:20 Challenges in the AP Process05:00 Acumatica's AP System05:17 Bill's Integration with Acumatica07:12 Evaluating AP Solutions10:52 Influential Acumatica Team Members11:58 Conclusion and Additional Resources