More about Ashley Klapperick
Ashley Klapperick is a Consulting Director with CLA’s Intacct team. Ashley brings several years of team building, company collaboration and software experience in a variety of industries. She has a passion for leveraging technology to lead finance teams through strategic software implementations with a mission of increasing internal efficiency through business process improvements.
Blog Posts by Ashley Klapperick:
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Sage Intacct Dynamic Allocations
Allocations whether month-end, quarter-end, or year-end, are a daunting, but necessary task. Especially so if you are managing your allocations manually in excel. However, often we rely on our allocations to arrive at the financial reporting necessary to make important business decisions. They help answer questions like, what is the true cost of a specific program, department, or location taking into consideration overhead? Sage Intacct’s Dynamic Allocations can relieve the burden and time-consuming task of month-end allocations while helping you arrive more quickly at the vital reports you need to run your business. Learn how to set them up in this blog post, then join us for our complimentary webinar on June 29th.
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Import Data into Sage Intacct with a Breeze
Avoid the common pitfalls associated with Sage Intacct imports with these helpful tips. Then register for our complimentary webinar and earn CPE credits on May 25th.
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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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Enabling Bank and Credit Card Feeds for Reconciliation
One year ago, in R3 of 2019, Sage Intacct released the ability to download bank transactions directly from your bank to Sage Intacct’s bank reconciliation. The goal being to allow for soft reconciliations throughout the month thus saving time on reconciling huge amounts of transactions at month end. Throughout the last year this feature has seen many enhancements each quarter. Just a year later with R3 of 2020 Intacct has announced the addition of credit card feeds. In this post we’ll walk through first how to set up the bank feed and second, in case you’ve already enabled the bank feed, how to set up the credit card feed in the US version of Sage Intacct.
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Get ready for the new Form 1099-NEC with Sage Intacct
Are you aware of the 1099 filing change issued by the Department of Treasury on the way in which non-employee compensation payments are reported? Previously, these payments were reported on Form 1099-MISC. For the 2020 form, these payments will now be reported on Form 1099-NEC and must be filed by February 1, 2021 with the IRS. If you’re not yet aware of these changes, general instructions for filing […]