Automation and Customizations

  • Renewals With Sage Intacct and SalesForce

    Tracking a Customer’s renewal date is key for many businesses. If your business mainly consists of evergreeen contracts, renewals time gives you an opportunity to analyze a client’s contract and make sure it still meets their needs or has an opportunity for an up-sell for new products available. If your contracts expire at the end of a term, it’s key to track renewal date in order to issue renewal quotes and not lose a client. Learn how with a little bit of SalesForce magic and Sage Intacct integration you can automate the tracking of renewal dates!


  • CLA Grants Management Application Demo for Intacct

    Do you have 11 minutes and 39 seconds? Want to see how you can manage your grants from one central location within Intacct? Check out this demo on the CLA Grants Management Module!


  • Intacct: CLA Grants Application and Revenue Recognition

    Get a sneak peak into the CLA Intacct Grants Management Application and learn how we made creating dimensions and recognizing revenue a simpler process through the platform.


  • Intacct: SalesForce Max and Reseller Setup

    Do you have a situation in which your customers purchase through a reseller? You likely need to bill the reseller but ship to the end customer (especially if tracking tax in Intacct). If you are using the SalesForce Max package to connect your Intacct and SalesForce companies there are two ways you can accomplish this set up. In this post we’ll briefly cover the first method and then do a deep dive into the more complex method. So follow along!


  • 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.


  • 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!


  • 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.


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