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Are You Maximizing the Value of Your Software? Building an Effective Collections Process
Sending an invoice out of new accounting software is a significant milestone of a successful go-live. The time spent during implementation crafting an invoice template and learning how to batch email invoices to customers has certainly paid dividends in time saved on processes. Now that you’ve gained this efficiency, you wonder if perhaps you could dedicate time to reimagining the collections process. After all, it is crucial that your customers make payments on time. The importance of a steady income stream is never more visible than when satisfying your business’s obligations. Without a steady stream of income, the effects could trickle down according to Fundbox in the following ways:
23% of businesses are not able to hire new employees
23% cannot invest in new equipment
20% can’t spend on marketing
18% hold back on pay increases or bonuses for employeesWhile cash flow is important, the collections process is a delicate balance between collecting on delinquent accounts and not irritating customers.
Let’s take a look at how we might be able to leverage the new (and free) Sage Intacct dunning notice functionality by delicately incorporating it into the collections process.
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Incorporating Sage Intacct Order Entry for Itemized Billing
Do you scramble to answer customer questions about their billing? Is customer billing being provided to accounting from another application or team within the organization? Sage Intacct’s Order Entry application eliminates the never-ending task of tracking down itemized details about an invoice sent to a customer. Order Entry integrates with Accounts Receivable, enabling you the […]
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Are You Maximizing the Value of Your Software?
Many companies configure software to a point that it can be used, but fail to take advantage of more advanced functionality or new releases. The parts of the software that provide true value. In this series, explore new features and advanced modules, while learning proven tips for change management to ensure end-user adoption.
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Data Integrity with Sage Intacct
Learn how to format your budget for import to Sage Intacct. Then, watch our Webinar recording on more import tips and tricks.
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Changing Field Labels in Intacct With Script Components
Have you ever had a field that you re-purposed to hold information other than what the label might allude to the purpose of that field being? Learn how you can use script components on pages to edit field labels with JavaScript.
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Salesforce Flow for Sage Intacct Integration with CPQ
At Dreamforce ’21, Salesforce announced the eventual retirement of it’s automation tools: Workflow Rules and Process Builder, to be replaced by Flow. In this blog post, get a quick lesson on how Flow can be applied to CPQ and Contracts with the Salesforce/Intacct integration.
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What’s new in Sage Intacct R1 2022?
Missed the enhancements in Sage Intacct’s Release 1 (R1) on February 18th, 2022? We understand, keeping up with all the new features released is a task in and of itself. In this blog we’ll review a few enhancements worth noting across some key areas in the system which include: report writing, accounts payable, and accounts receivable. Then join us for our complimentary webinar on R1 2022 and R4 2021 on Tuesday, March 29th.
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Sage Intacct Financial Report Writer – Clever Columns to Compare Data
Financial reports are vital when making business decisions that shape the future of an organization. CEO’s, CFO’s and managers utilize financial reports on a daily, weekly, and monthly basis to determine what their next move will be. The toughest thing about any one of these roles (CEO, CFO, manager) is you must be aware of […]
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Sage Intacct Dashboards for Day-to-Day Users
Learn how to build custom dashboards that become the central home page for your day-to-day Intacct users. In this post we’ll walk through two new dashboard components released in R3 2021: Billboards and Custom Navigation. Then register for our January 25th complimentary webinar on strategies for building dashboards.
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24-Month Trial Balance in One Click
If you had the option to: A. Run a trial balance 24 times for each of your locations (all those clicks will surely lead to piano fingers). Or B.
Sacrifice the piano fingers to run a single report, with each of the 24 periods as columns. Which would you choose? In this post we’ll walk you through the steps to build this report. Then, sign up for our complimentary February webinar on Sage Intacct’s financial report writer.
