More about Kathy Jastrzebski
Kathy Jastrzebski is a manager with CLA’s Intacct team. CLA is an Intacct Premier Partner with a partnership that spans over 20 years and more than 1,000 successful implementations. Kathy brings five years of accounting experience along with seven years of Sage Intacct implementation experience. 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.
Blog Posts by Kathy Jastrzebski:
-
Elegant Chart of Account Design Maintenance
Structuring a chart of accounts is a delicate balancing act. Success is found at the intersection of satisfying varying financial and regulatory reporting audience requirements, while at the same time keeping the number of accounts as efficient as possible. When achieved, the result is an elegant chart of accounts. While planning for an elegant chart of accounts is one thing, as much as we would like to be able to account for every possible future circumstance, maintaining an elegant chart of accounts is a daily battle. Today we’ll examine how the new ability to update account numbers in Sage Intacct released in R4 2023 can be employed strategically to maintain your elegant chart of accounts long after implementation.
-
A Software That Grows With Your Business
Being at the forefront of a rapidly growing software company brings with it a unique blend of challenges and thrills. The satisfaction of witnessing your company’s products gain market traction, delighted customers, increased revenue, coupled with the responsibility of driving financial stewardship, creates an environment that is both exhilarating and demanding. From managing the intricacies […]
-
Building Financial Reports in Sage Intacct
Reports are only as relevant as the timeliness of their data. The longer a report takes to compile, the less relevant it becomes. Today, we’ll walk through the steps for building your Excel financial reporting workbook into Sage Intacct so that your reports can truly become real-time. Step 1: Develop your mapping Export your Trial […]
-
ChatGPT and Intacct Platform Triggers
“Citizen developers” is a term often used today to describe individuals who leverage low or no-code options for customizing business applications without requiring IT involvement. AI, like ChatGPT, is actively aiding Citizen Developers by breaking down the barrier of entry to writing custom code. Today we’ll walk through how to pair ChatGPT with Intacct Platform Triggers. Then join us on October 31st for our complimentary webinar on Smart Events and Smart Rules.
-
What’s New in Sage Intacct’s 2023 R2 and R3?
Intacct’s Release 2 (R2) on May 12th, 2023, and Release 3 (R3) on August 18th, 2023, had quite a few highly anticipated features. Today’s blog post will delve into the details of a few notable features like: vendor approvals, budget insight on projects, and dunning notices in AR. Then join our complimentary webinar on Tuesday 9/26 for even more new release features.
-
Interactive Visual Explorer Forecasts – Future Predictions SQL
Accounting, historically, has focused on the past. Tracking revenue, expenses, statistical metrics, and the like through the most recently closed period and leveraging that data to make decisions and course correct when necessary. The goal, has been to make business processes as efficient (and accurate) as possible to supply decision makers with the closest to […]
-
Intacct Dimensional Financial Reports – Project Profitability
In this blog post, we will explore the power of dimensional reports by designing a project profitability report. This report will provide answers to crucial questions such as which projects are the most and least profitable and the gross profit margin associated with each project.
-
Cash Forecast Reporting with ICRW
In this blog we’ll walk through one of the features of the Interactive Custom Report Writer (ICRW): combining reporting areas. Learn how you can use this functionality to create a cash projections report. Then, watch our webinar recording for a step-by-step guide to navigating ICRW and ultimately building your own AP Bills Analysis report.
-
Salesforce Integration for Nonprofits – Invoices
What can eliminate duplicate data entry, increase data accuracy, save time, and provide added visibility between teams? If you guessed the Salesforce Advanced CRM Integration with Intacct, you’d be right! Read on to learn how the Advanced CRM for Nonprofits managed package handles AR Invoice integration.
-
Revenue Recognition in Order Entry
Do you find yourself daydreaming about the day you no longer need spreadsheets to track your revenue? Are you finding it more difficult to trust the data due to the massive amounts of revenue you are tracking in a single workbook? Is revenue recognition delaying your monthly close process? Revenue Recognition in Order Entry may be the right solution for you.