Intacct Blog

Intacct Blog

  • 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.

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  • Intacct Standard Allocations

    What factor do you use to allocate utility costs across dimensions? You can’t very well allocate all of the phone bill expenses to the Sales Department (even though they likely are the ones most frequently using the phone!). Do you run the General Ledger for a set account (or range of accounts and dimension filters) and then take that aggregate monthly amount and allocate by a percentage? OR do you enter the allocation at the time that you enter your AP bill? Therein lies lies the answer to whether you should use Intacct’s Standard Allocations or CLA’s Allocation Management. Today’s post will cover the topic of Intacct’s Allocation setup and use.

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  • Intacct Mini Application – Vendor ACH Audit Package

    Wouldn’t it be great if you received an email notification when a Vendor’s ACH information was added, edited, or deleted? That would surely give you some peace of mind! Well, with a combination of smart events and custom fields, Intacct allows precisely that!

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  • Vendor Relationship Management: Leases

    Have you been managing leases in Excel? Learn how you can easily manage leases in Intacct, see monthly payment amounts, products leased, and auto-created payment schedules simply by entering the lease begin date, end date, months, and monthly payment. Today’s blog post will give an overview of the leases component of the Vendor Relationship Management Module.

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  • Accounts Payable: Setting up ACH with Intacct

    Today’s post will take us through not only the steps necessary to set up a company with ACH (Automated Clearing House) but what you should know ahead of time to prepare for the transition as well as creating your first ACH file.

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  • Vendor Relationship Management: Contracts and Agreements

    Partaking in business transaction in our economy involves regularly dealing with other businesses which usually involves contractual agreements of some type whether that be with a new Vendor or a new Customer. You may currently be filing these contracts in a filing cabinet somewhere or possibly keeping track of them in an Excel spreadsheet, but imagine if instead you could track them within your accounting software. What benefits might there be? In Intacct, you can create custom applications to fit your business.

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  • 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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  • Intacct Cloud Ecosystem Part 2: SalesForce Integration

    SalesForce and Intacct are the definition of a perfectly efficient interdependent relationship with seamless communication. A single company is comprised of many departments working together. So, what makes the difference between an efficient, cohesive company and one that is desperate departments? Communication.

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  • Intacct Cloud Ecosystem: Authorize.net and Paypal Integration

    Whether you’re choosing an expense software, payroll, grant management, payment gateway, or CRM, Intacct has a variety of choices. We’re here to help you create a happy, efficient cloud ecosystem. By spotlighting some key integrations, we’ll help your accounting and finance teams focus less on inefficient processes and more on driving your company’s business.

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  • Intacct Dimensions: Items

    Item is one of the tougher dimensions that often get’s misused or neglected. So let’s approach the explanation of the Item dimension through a real-world example. Imagine we work at Apple in their accounting department and our team has decided to move to Intacct. We’re working on restructuring our chart of accounts and have just been asked what we would like our items to be.

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