Tag Archive: "CRM"
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What’s New in Sage Intacct R2 of 2020
Sage Intacct’s Release 2, 2020 (R2) builds on themes for more automated, streamlined, and simplified software use. Our review focuses on enhancements specific to Cash Management, Multi-Entity, Salesforce integration, General Ledger reporting and controls, and Purchasing. Read on to learn what’s new in Intacct R2, 2020.
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Intacct: Salesforce Max and Reseller Setup
Do you have a situation in which your customers purchase through a reseller? You likely need to bill the reseller but ship to the end customer (especially if tracking tax in Intacct). If you are using the SalesForce Max package to connect your Intacct and SalesForce companies there are two ways you can accomplish this set up. In this post we’ll briefly cover the first method and then do a deep dive into the more complex method. So follow along!
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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.