Tag Archive: "Reporting"
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Intacct Dimensional Financial Reports – Project Profitability
In this blog post, we will explore the power of dimensional reports by designing a project profitability report. This report will provide answers to crucial questions such as which projects are the most and least profitable and the gross profit margin associated with each project.
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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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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. -
Sage Intacct Non-Profit Board Book
The Non-Profit Board Book is now free. Learn what’s included and whether it will work for your Intacct company.
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Is It Time to Scale Beyond Quickbooks?
By: Joseph Sabella, Client Opportunity Director
For many new businesses, QuickBooks is an excellent entry-level accounting software choice. It is straightforward, easy to learn and provides basic functionality that will satisfy the needs of most small businesses.
However, QuickBooks is not designed to scale as you experience growth, forcing most finance teams to rely on work-arounds and spreadsheets to cope with QuickBooks limitations. Over time, this can have a negative impact on your business.
Learn about the signs you may be outgrowing Quickbooks and register for the March 11th webinar to hear from finance leaders at SalesHood as they discuss their journey.
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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’s Multi-Book Architecture
Did you know Intacct has a multi-book architecture? In our contract blog you may have caught a glimpse into how the Contracts module takes full advantage of this feature by using separate books for ASC605 and ASC606 to meet the required compliance reporting. However, did you know the application of Intacct’s multi-book architecture has a much wider span? Today, we’ll take a look at applications of this flexible feature in Intacct.
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CLA’s Sage Intacct Spark #7: Are Your Reporting Periods Ready for 2019?
Based on your current reporting periods, does it look like Intacct thinks the world will come to an end in 2018 and there will be no need for budgeting or running reports after 12/31/2018? If you answered yes to this question, but think Intacct is being a little too dramatic, read on to learn how to create your next year of reporting periods with just a few clicks.
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CLA’s Sage Intacct Spark #6: New Interactive Custom Report Writer
With Release 4 having just made its debut, there were quite a few exciting announcements. From a new month-end dynamic allocations tool and the official release of the Interactive Report Writer to slight (but welcome) changes to the new UI. In this week’s post I’ll share a sneak peak of my favorite features of the new Interactive Custom Report Writer.
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CLA’s Sage Intacct Spark #3: The Secret System Reporting Periods
The third tip in the series involves uncovering a secret garden of system reporting periods available for use that usually come inactive by default. In this week’s tip you’ll learn how they can be used and also how to activate them.