Intacct Blog

More about Kathy Jastrzebski

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Kathy Jastrzebski is a consultant with CLA’s Intacct team. CLA is an Intacct Premier Partner with a partnership that spans over 15 years and more than 400 successful implementations. Kathy brings five years of accounting experience in the manufacturing, products, service, and nonprofit industries. Along with her accounting experience, she has a passion for leveraging technology to lead finance teams worldwide through system implementations with a mission of increasing department efficiency through business process improvements.

Articles by Kathy Jastrzebski:

  • Is it Time to Tune Up your Intacct Company?

    Perhaps it’s been years since your Intacct implementation and perhaps the Intacct subject matter experts have long since left the team. How do you work with what has already been set up by your predecessors to optimize your environment and reporting or day-to-day transactional processing? In today’s post we’ll go through a few ideas to help you with creative customizations to make the most out of your inherited system.


  • Order Entry Invoices – Printing Payment Details on an Invoice

    In today’s post learn how in just a few steps you can customize your Intacct invoice format in Order Entry in order to display the payment details upon printing.


  • Intacct Collaborate

    In today’s post learn how to enable Collaborate in Intacct as well as a few business use case scenarios.


  • SalesForce and Intacct Customization – Contacts and Emails

    Today’s post will cover a neat customization tip for all the SalesForce/Intacct users out there! Would you like the flexibility to choose who to send an invoice to from your opportunity based on related contacts on the account? Currently, though it is a common request, it’s not easily possible via the standard integration and workflow. You would have to update the account, sync to a customer, then sync the order. Today’s post will cover how to make this possible with just a few customizations in Intacct and SalesForce!


  • 1099’s are on the Horizon!

    Before you resort to those 1099 import templates from last year, find out how you can eliminate them by learning these 3 new features released in Intacct’s fourth quarter release that help facilitate a more efficient 1099 process!


  • CLA Allocations Management for Nonprofits – Part 1

    If you’ve seen the video of CLA’s Allocations Management application, you might wonder how you could potentially use allocations in your company. Today’s post will target Nonprofit companies as we start our three-part series on specific scenarios in which NFP’s can take advantage of the allocations management application, how to set them up in allocations management, and completely eliminate that which is the time-consuming month end process of allocations.


  • Helpful Intacct Smart Rules

    Have you ever accidentally created a GL account at the entity level of your company instead of at the top? Why pay a price to fix a mistake after the fact when you can avoid it all together? Today’s post will take you through how to completely avoid this situation by providing just a few Smart Rules to ensure these objects are created at the top level!


  • Automating Emailing Purchase Orders to Vendors

    Did you know that you can automate emailing Purchase Orders to your Vendors? Even better: did you know you can set this up in just 2 easy steps? Why go through the extra step of emailing a purchase order when you can have Intacct do it for you automatically by simply checking a box?

    In this post, we’ll explain how to add a custom checkbox on your purchasing transaction(s) so that checking that box will automatically send the Purchase Order to the Vendor without you having to do anything more than simply check the box.


  • Custom Application: Expired Credit Cards Customer Payment Manager

    Intacct’s subscription business model has become increasingly popular and successful with both customers and businesses alike. For customers, the ease of signing up, always having the service you require, and low hassle really makes it ideal.


  • Intacct: Financial Report Writer – Dimensional Reports

    Financial reports are the basis of vital business decisions guiding the direction and shaping the future of a company. Today’s post takes you step by step through creating a sample dimensional report (Customer Revenue – Month over Month) by using Intacct’s Financial Report Writer.


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