Sales and Order Entry

  • 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!


  • 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!


  • Order Entry Invoices – Printing Payment Details on an Invoice

    In today’s post learn how in just a few steps you can customize your Intacct invoice format in Order Entry in order to display the payment details upon printing.


  • 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!


  • 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.


  • Customizing your Intacct SalesForce Max Integration

    Whether you are already live on Intacct and SalesForce or just beginning to consider your business’s next software jump, today’s post will go through some of the customization worth considering when setting up the integration between Intacct and SalesForce and how these customizations ultimately benefit your company when it comes to reporting.


  • Leveraging Statistical Accounts in Intacct

    Statistical accounts are a powerful reporting tool in Intacct. They provide a new layer of insight into your business that may be invisible otherwise. Imagine being able to run a report on average sale per customer without any extra work past setup of the stat account and report? Or average sales per sales rep? Or days sales outstanding? All that is possible with stat accounts!


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