In Reimagine HCM for Acumatica: The Greenshades Advantage, Mandy Haberkamp (Greenshades Marketing) and James McDowell (Senior Product Manager, Platform) walked through how Greenshades helps Acumatica users modernize HR and strengthen payroll tax compliance—without compromising their ERP strategy.
The session focused on a real operational challenge for many teams: HR, payroll, and compliance work often lives across multiple tools—creating duplicate entry, version-control headaches, and unnecessary risk when regulations change. When HR data and tax compliance are integrated with your Acumatica environment, you gain speed, accuracy, and visibility—while giving employees a better experience.
Watch the full session here:
Key Components and Deep Dive
Company structure and employee information can flow between Acumatica and Greenshades, helping reduce double entry and improve accuracy for downstream reporting and tax filing.
Key features of the integration include:
- Enhanced HR + Tax Data Synchronization
- Manage onboarding efficiently: Sync key items like direct deposit info and W-4s.
- Simplify HR/tax data flows: Pass company and employee data between systems so structures stay aligned.
- Handle payroll tax compliance with precision: Leverage Greenshades payroll tax services for filing and accuracy support.
- Employee self-service that reduces HR “tickets”
- Mobile-friendly portal: Employees can access personal info, pay history, documents, and tax forms from anywhere.
- Digital onboarding workflows: Guided steps plus e-signature support help standardize onboarding without manual chasing.
- Integration Hub configurability
- Break integrations into objects: Configure separate syncs so a change in one area doesn’t derail everything.
- Connection + security setup: Configure users, credentials, and client ID/secret for secure access and proper domain control.
- Choose sync direction by record type: Teams can decide where “source of truth” lives (Acumatica vs. Greenshades) for employees, locations, departments, positions, etc.
- Payroll tax service experience
- If using Acumatica Payroll: payroll history and withholding details can be pushed into Greenshades to support filings and visibility.
- If not using Acumatica Payroll: Greenshades can still support tax services via open APIs, as long as the required payroll data is available.
How Greenshades Can Help
Greenshades extends what Acumatica already does well—by adding modern HR self-service and strengthening tax compliance workflows through integrated, configurable data movement.
- Bold, configurable integration model: Manage syncs by object and direction.
- Employee experience that lightens HR load: Give access to a self-service portal for personal info, pay, and documents
- Complete Payroll Tax Service: Make taxes “quick and painless,” with visibility into deadlines and access to a dedicated tax expert.
Next Steps
If your goal this year is to spend less time chasing data, fixing inconsistencies, or worrying about filing deadlines, this is a good moment to evaluate where “breaks” happen between HR, payroll, and compliance.
- Map where employee and company data is currently maintained (and where it gets re-entered).
- Identify which records should be mastered in Acumatica vs. Greenshades (employees, locations, departments, positions, pay history).
- Evaluate how much HR effort is tied up in routine updates (address changes, banking updates, documents).
- Review your payroll tax workflow and pinpoint where expert support or automation could remove risk.
- Schedule a personalized demo to see your preferred sync direction and workflow in action.
