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:
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What’s New in Sage Intacct’s 2022 R4 and 2023 R1?
One of the major benefits to a cloud accounting software like Sage Intacct are its quarterly releases. In this post we’ll highlight exciting enhancements released in Release 4 (R4) on November 11th, 2022, and Release 1 (R1) on February 17th, 2023. Some noteworthy enhancements include: OCR AP Bill Automation, Enhanced Vendor List Views, and new Audit Log reports. Then join our complimentary webinar recording from March 28th to learn about even more exciting release notes!
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Sage Intacct Payroll
By: Joseph Sabella, Digital Growth Senior Whether you are running payroll, employee onboarding, or managing employee performance, the human capital management (HCM) tools that you use have a direct impact on the employee experience and your ability to scale. By streamlining your payroll, HR, and accounting processes, you can more efficiently manage your biggest expense […]
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Salesforce Integration for Nonprofits – Donations
Integrated systems provide the ultimate outcome: real-time visibility into operations providing the agility necessary for quick decision-making when it’s needed most. With its open API, Sage Intacct allows customers to choose their technology stack, resulting in a best-of-breed software ecosystem with streamlined workflows, increased productivity, improved user adoption, and greater data accuracy. In this blog post, we’ll discuss how the Advanced CRM (Salesforce) Integration for Nonprofits integrates with Sage Intacct for donations.
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Sage Intacct: ‘Tis the Season … for 1099’s
1099 season is almost upon us and while most of our Frequently Asked Questions are still applicable this year, there is one exciting update to share: e-filing is now available directly through Sage Intacct via TaxBandits. Read this blog to learn how to set it up now and get a head start on 1099 season.
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Modifying Processes with Technology to Accommodate Scale
It’s not uncommon for nonprofits to face both an influx of donations and a simultaneous extreme surge in demand for the services they offer. When the services nonprofits provide are needed most, the last thing you want is to be spending all your time on the administrative side. That’s where technology steps in.
In this blog learn how to accommodate a sudden surge in donations on the accounting side, by utilizing Salesforce reports to perform Intacct imports.
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The Future of the Sage Intacct Blog: Using Technology to Know You and to Help You
This week I had the opportunity to attend Salesforce’s Dreamforce conference. I was in awe of how nonprofits have used technology at the most critical of times to help them achieve their mission. From the KWF Dutch Cancer Society increasing their donations by 25% between last year and this year by developing a mobile app […]
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Are You Maximizing the Value of Your Software? Building an Effective Collections Process
Sending an invoice out of new accounting software is a significant milestone of a successful go-live. The time spent during implementation crafting an invoice template and learning how to batch email invoices to customers has certainly paid dividends in time saved on processes. Now that you’ve gained this efficiency, you wonder if perhaps you could dedicate time to reimagining the collections process. After all, it is crucial that your customers make payments on time. The importance of a steady income stream is never more visible than when satisfying your business’s obligations. Without a steady stream of income, the effects could trickle down according to Fundbox in the following ways:
23% of businesses are not able to hire new employees
23% cannot invest in new equipment
20% can’t spend on marketing
18% hold back on pay increases or bonuses for employeesWhile cash flow is important, the collections process is a delicate balance between collecting on delinquent accounts and not irritating customers.
Let’s take a look at how we might be able to leverage the new (and free) Sage Intacct dunning notice functionality by delicately incorporating it into the collections process.
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Are You Maximizing the Value of Your Software?
Many companies configure software to a point that it can be used, but fail to take advantage of more advanced functionality or new releases. The parts of the software that provide true value. In this series, explore new features and advanced modules, while learning proven tips for change management to ensure end-user adoption.
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Changing Field Labels in Intacct With Script Components
Have you ever had a field that you re-purposed to hold information other than what the label might allude to the purpose of that field being? Learn how you can use script components on pages to edit field labels with JavaScript.
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Salesforce Flow for Sage Intacct Integration with CPQ
At Dreamforce ’21, Salesforce announced the eventual retirement of it’s automation tools: Workflow Rules and Process Builder, to be replaced by Flow. In this blog post, get a quick lesson on how Flow can be applied to CPQ and Contracts with the Salesforce/Intacct integration.