Intacct Blog

Intacct Blog

  • 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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  • 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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