Automation and Customizations
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Did You Catch these New Release Features in Sage Intacct?
There are few things better than newly released features that work really well and save you time. In this post we’ll go over 3 new release features which will take less than 5 minutes each to master and result in significant time savings: New Nonprofit Compliance & Disclosures Dashboards, Nonprofit Prebuilt Compliance & Disclosure Reports, and Smart Rule and Event Field Lookup
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Sage Intacct: Smart Event API to Populate Transaction Fields From Related Objects
Ever have a pesky field on an object that you just can’t pull onto an invoice or purchasing transaction? You know, because the only merge fields available on invoices are ones that are directly available on the transaction – ugh! Well smart event API calls are here to your rescue. Whether that is a Customer’s VAT ID for tax purposes, the customer’s sales rep, or a custom field – we can make that happen with a Smart Event API call.
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Leveraging Sage Intacct to Automate Use Tax
Chances are your business operates in a state that requires paying use tax on goods purchased from states that don’t include sales tax. If you are not exempt from this collection, tracking the true amount owed can be burdensome and time consuming. However, tracking use tax in Sage Intacct does not need to be as complicated as building a flux capacitor.
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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!
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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!
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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.
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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!
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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.
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Intacct Collaborate
In today’s post learn how to enable Collaborate in Intacct as well as a few business use case scenarios.
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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!