Velixo Elevate Series: Most Common Support & Services Requests Demystified

Presenters:

• Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo
• Teague Sanders, ERP Data Analyst, Velixo

In Sage Intacct environments, support and services requests often involve reporting design, dimensional data, and Excel-based analysis that no longer fits the original setup.

This session covers the Sage Intacct-specific requests Velixo most often receives from customers and partners. Using concrete examples, we will explain why these requests arise, how Intacct’s reporting and dimensional model influences them, and what is typically required to resolve them cleanly.

Attendees will leave with a clearer understanding of how to approach common reporting and Excel-related requests, how to reduce rework through better scoping, and when enablement or training is the right solution.