Intacct Collaborate

• February 16, 2017
• Kathy Jastrzebski

Have you enabled Collaborate in Intacct yet? Did you know that you can add a collaborate window as a component to a dashboard? You can then discuss reports using snap shots and even file attachments. You may be thinking, “This sounds great! But, it’s going to be a time-consuming process to get everyone on board, so how does this help our organization?” Well, besides the upside of there being no cost involved, having Collaborate on a dashboard:

• Facilitates discussions
• Using snapshots, helps keep static artifacts of actionable information that is being produced in Intacct.
• As the adoption of Collaborate increases, it correlates with a decrease in reliance on internal company emails. No more searching through someone’s email to explain why something happened (or even worse having no email trace because that person is long gone). Rather, it’s all stored in Intacct and will be there long after everyone has forgotten. (Maybe a pricing discrepancy between a PO and a Vendor Invoice or a free month for a Customer – both things are likely to happen in any company knowing why they did helps you keep tighter controls).

At a recent Dallas Intacct meetup, Katie McCloskey at Intacct shared just how to do this and we’d like to share this with you. Join us today as we walk through:

• How to enable Collaborate (with or without SalesForce)
• How to add a Collaborate window to a dashboard
• Use case scenarios

Enable Collaborate Without SalesForce:

*Note: Follow these steps if you do not have a SalesForce environment.

1. Go to: Company > Subscriptions > Intacct Collaborate > Subscribe
2. Choose the option for Intacct Only
   
3. Save!
   

That’s it! Easy, right?

Enable Collaborate With SalesForce:

*Note: If you have a SalesForce environment to link with your Intacct instance, a package needs to be installed on the SalesForce side in addition to the following steps so contact us and we can do that for you.

1. Go to: Company > Subscriptions > Intacct Collaborate > Subscribe
2. Choose the option for Extend Chatter from your SalesForce organization to Intacct
3. Enter the Salesforce administrator’s user name.
4. Save!

Add to a Dashboard:

1. Go to: Hover over the word bubble to the left of your name > Click the “View All in the Collaboration Center” button
   
2. Click the Groups button
   
3. Click New Group
   
   
4. Go to: Dashboards > List All > Click the View Components button next to the dashboard you would like to add the Collaborate window to
   
5. Select the Collaboration Feed option for your Component Type and select the group you’d like to display (in my example it was Executive Team).
    

Use it!

• Snapshot: Rather than email a report and your questions/comments, select the snapshot option to take a snap of a report from your dashboard at a certain point in time and add a comment or question. Other Intacct users in the group can comment or reply.
  

• Attach a File: Add a file and ask a question about it. For example: imagine your AP clerk received a Vendor Invoice that shows a unit price of $125, but the original PO had a price of $60. Easily upload the vendor invoice copy and ask the buyer in the purchasing department that placed the order if that price is correct without having to email it or run over to their office and ask. Collaborate Groups make it easy to ensure notifications are only going to those individuals who the conversation is of relevance to.

Questions about Intacct Collaborate? Dashboards? Reports? Reach out to your CLA Intacct team!

Tags: Dashboard, Intacct Collaborate, SalesForce, SalesForce Chatter, Automation and Customizations, Integrations | 2 Comments »