Intacct Blog

Intacct Blog

  • 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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  • Intacct Dimension Structures/Groups vs. Hierarchies

    Did you know there’s a third way to organize your dimensions? Dimension Hierarchies. As with most things in Intacct, setup is not the difficult part. Having the knowledge to deploy certain features/tactics in the appropriate situation is what makes the difference between correctly using the tools you have leading to a nice balance between easy reporting and correctly transacting in your system or not.

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  • Intacct Platform Services: Custom Applications

    What are the driving forces behind moving to a new accounting software? With Intacct Platform Services, you can customize your system around your business processes. In this specific scenario, we’ll show you how we transformed this process from two individual time-consuming steps into a single efficient step!

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  • Intacct Reports: Dimension Groups and Dimension Structures

    If you’re an Intacct user, then you’re hopefully aware that Intacct’s most powerful feature is its multidimensional capabilities. Did you know you can create an infinite amount of dimension groupings for reporting purposes? Each of Intacct’s core dimensions allows for custom groupings to provide the strategic reporting you’ve always wished for and permits report readers to choose only relevant data to be presented.

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  • Intacct: Collections Platform Application

    Imagine you work in the collections department. Your daily collections activities involve calling and emailing customers about invoices that have become past due. Previously, you recorded all your notes on the Customer record in a custom tab with a notes section. If everyone in the department has access to this tab (and can modify it), not only does that mean notes can accidentally get deleted, but also after a year of using the system this section can easily get out of hand and disorganized. That’s where Intacct’s collections platform application comes to the rescue.

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  • Working Smarter with Intacct Smart Event API Calls

    Now that you have dimension relationships set up and your data has never been cleaner and your reports more accurate you may also wonder what else can we automate? What if you could have Intacct automatically fill out the Project Type whenever a new project is set up that has a name starting with NE? Well now you can with Smart Event API’s.

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  • Intacct Releases 2015: A Year in Review

    A few times a year on a Friday night, while you’re sleeping (and hopefully not dreaming about accounting), Intacct issues a release to it’s cloud accounting software. What are Intacct releases? Releases include improvements and upgrades to your software that are immediately available to all companies.

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  • Intacct Financial Reports: Expanding Columns, Report Groups, and Scheduling

    Intacct not only gives you the power to create effective reports that guide business decisions, but most importantly makes creating reports in a timely manner easy. How does Intacct make report creation easy? This post will cover a key variable to successful financial reporting: timeliness. Intacct has built in to the system key features that make report creation in a timely, efficient manner attainable so let’s get started with three of them: expanding report columns, creating report groups, and scheduling reports.

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  • Intacct Dimensional Relationships: Improving Efficiency while Ensuring Data Accuracy

    How can you take the odds of correctly and efficiently coding a transaction from 20% to 50%? This question brings to the surface the ever present battle between two opposing forces of data entry: the struggle between improving efficiency while also ensuring data accuracy. Today’s blog post will take you through exactly how you can better these odds by uniting these two opposing forces (without compromising either) with Intacct’s Dimensional Relationships.

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