Tag Archive: "Smart Rules"
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Customized Data Validation with Smart Rules
Did you know that the new ‘Disallow Direct Posting’ checkbox on GL Accounts is only designed to eliminate direct posting in the General Ledger application? This is great, however, when coding AR invoices and AP bills the GL account lists don’t filter to just your revenue and expense accounts, leading to accidental data entry errors. Today we’ll look at a simple smart rule, custom system data validation, you can set up to prevent these mistakes. Then join us for our complimentary webinar on April 27th covering smart rules and smart events.
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CLA’s Sage Intacct Spark #4: Smart Rules and Custom Fields
Not everyone loves writing smart rules, but arguably everyone can (and should) use smart rules. With that in mind, this post will use a common example to teach how to write them in a way that will make long-term management by administrators of Intacct easy through the creative employment of custom fields.
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Did You Catch these New Release Features in Sage Intacct?
There are few things better than newly released features that work really well and save you time. In this post we’ll go over 3 new release features which will take less than 5 minutes each to master and result in significant time savings: New Nonprofit Compliance & Disclosures Dashboards, Nonprofit Prebuilt Compliance & Disclosure Reports, and Smart Rule and Event Field Lookup
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Is it Time to Tune Up your Intacct Company?
Perhaps it’s been years since your Intacct implementation and perhaps the Intacct subject matter experts have long since left the team. How do you work with what has already been set up by your predecessors to optimize your environment and reporting or day-to-day transactional processing? In today’s post we’ll go through a few ideas to help you with creative customizations to make the most out of your inherited system.
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Helpful Intacct Smart Rules
Have you ever accidentally created a GL account at the entity level of your company instead of at the top? Why pay a price to fix a mistake after the fact when you can avoid it all together? Today’s post will take you through how to completely avoid this situation by providing just a few Smart Rules to ensure these objects are created at the top level!