Karen Penhallegon joins the show to break down the latest release notes and share insights from her 8+ year journey with the platform, both pre and post Sage acquisition. The discussion covers major updates including enhanced AR statements, new list view capabilities, and significant improvements to construction features and employee expense management. Karen, Matt, Emily, and Doug explore how community feedback shapes Sage's development while providing practical insights into how these updates impact different industries and users.

Sponsors
Bookkeep - https://unsage.promo/bookkeep
Corpay - https://unsage.promo/corpay
Avalara - https://unsage.promo/avalara

• (00:00) - Welcome to the Unofficial Sage Intacct podcast
• (00:53) - Matt's UK Adventures
• (01:29) - Introducing Karen Penhallegon
• (02:19) - Karen's Journey in Accounting and ERP
• (04:06) - Sage Intacct: Pre and Post Acquisition
• (07:51) - Sage Copilot and AI Innovations
• (14:08) - Release Notes and Key Updates
• (18:21) - Enhanced AR Statements and Community Driven Updates
• (26:44) - Control and Compliance: 1099 Filing
• (30:38) - Platform Efficiency Updates
• (36:43) - Retainage Feature Expansion
• (47:52) - Continental Utility Integration
• (50:49) - Employee Expenses Overhaul
• (55:16) - Closing Remarks and Dad Jokes

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

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