Platform Applications and Add-Ons
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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.
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Budgeting with SIBP: The Default Model Types
In our last blog, we introduced the components of budget lines and briefly introduced multiple budget line types available within Sage Intacct Budgeting & Planning (SIBP). We identified the key components of the budget line are amount, occurrence, and spread. These components form the basis of the default model types assigned to revenue or expense […]
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Optimizing the Receivable Process and Reducing Average Days to Pay with Sage Intacct
Arguably one of the best things you can do for your business from an accounting standpoint is to make payments from customers easier and optimize the collections process, especially now. In this post we present options for optimization both within Intacct and through 3rd party marketplace providers.
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Getting started with SIBP Scenarios
Scenarios can help answer questions like: What are the short term impacts to the budget? What will it take to return to pre-pandemic levels of production? Sage Intacct has a solution to help address some of your budget anxieties during a crisis.
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Evaluate Your Cloud Game
The result of office closures, and the steady advance of offerings from third-party specialty vendors, are combining to bring a new wave of conversion for typical finance and accounting processes from offices to web-based or “Cloud” service providers.
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CLA’s Sage Intacct Spark #2: Sage Intacct Budgeting and Planning – Google Maps for Business
What do Google Maps on a smartphone and Budgeting have in common? A strong budgeting and planning software, just like Google Maps on a smartphone, allows you the foresight you need to better run your business. With the right tools in hand, you become more agile, quickly adapting to new information, building out what-if scenarios and deciding on the best possible course of action. With Sage Intacct’s acquisition of Budgeta, now known as Sage Intacct Budgeting and Planning, I had the opportunity to watch their 3-part self-paced training. New knowledge in hand, in this post I’ll share a sneak peak of 3 neat features worth spotlighting.
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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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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!
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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.