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DECEMBER TOP 5 FAVORITES FOR ACUMATICA FROM MICHELLE TAYLOR

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December 7, 2021

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Michelle Taylor

DECEMBER TOP 5 FAVORITES FOR ACUMATICA  FROM MICHELLE TAYLOR


NUMBER 5 – CASES AND ABSOLUTELY EVERYTHING ABOUT CASES

Cases (aka service tickets) are how we track and maintain the support we provide our customers. The versatility of Acumatica coupled with the Outlook integration gives us a single point of “The 5 Ws” (Who, What, Where, When, and How) for everything related to the service we provide.

NUMBER 4 – PROCESSING CREDIT CARD PAYMENTS COULD NOT BE EASIER

Processing credit card payments for customer accounts could not be easier. With one transaction the customer’s invoice is marked as paid, their credit card is charged, and all the accurate posting takes place. The only way to improve on this process is to let the customer do the work for you with eInvoicing. For the analyst, it’s just “show me the money”!

eInvoicing is the practice of including a link on the emailed invoice form to the customer, which allows the customer to pay the invoice in the payment portal with absolutely no involvement from an internal team member. When the customer pays this way, we’re notified of the fund's receipt, and run the task to import the transaction into the system with a single step – easy-peasy!

NUMBER 3 – VENDOR PAYMENTS

Likewise, paying Vendors is much less painful with ACH payments in Acumatica. With a single process the vendor’s bill is paid, bank notification to send the funds, and even an automated Remittance Advice email.

NUMBER 2 – DASHBOARDS AND KPI’S

The world shifted with the use of Dashboards and Key Performance Indicators, well, at least my world did. From the ease of simply seeing my most valuable information in the system all at once, to modifying and adding widgets, dashboards have become a priceless tool for me in Acumatica!

NUMBER 1 – YEAR END FORM PROCESSING

Creating, filing, and sending 1099 Forms is an extremely smooth and uncomplicated exercise in the system. Acumatica’s process even includes efiling the forms directly to the IRS, no extra tasks to complete after the initial setup.


WHAT’S NEW AT WORK

We’ve expanded our customer success team with Ira Apt as our Client Account Manager. While Sheri’s training Ira on daily tasks, he’ll also be working with our consulting team to learn all about our wonderful customers. Speaking of customers, we’ve added a few very recently. Education is always a top priority at CS3. We continue to broaden and deepen our knowledge in all aspects of the Acumatica system.

WHAT’S NEW AT HOME

With 2 very active college students, surviving football season proves to be quite a feat for us. Also, with kids growing up and becoming truly independent adults, we’re learning head-on about sharing our kids with their expanding, chosen worlds – holidays may be harder this year and even more appreciated! This year our family has a “little” more with the addition of Miss Lyla, my first great niece. 

The pictures are of my children, Cori and Kristian , holding their new, first second cousin, Lyla.

Cori holding Lyla
Kristian holding Lyla

 


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