More about Kathy Jastrzebski
Kathy Jastrzebski is a manager with CLA’s Intacct team. CLA is an Intacct Premier Partner with a partnership that spans over 20 years and more than 1,000 successful implementations. Kathy brings five years of accounting experience along with seven years of Sage Intacct implementation experience. Along with her accounting experience, she has a passion for leveraging technology to lead finance teams worldwide through system implementations with a mission of increasing department efficiency through business process improvements.
Blog Posts by Kathy Jastrzebski:
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Preparing for Filing 1099’s with Intacct
Are you ready to file 1099’s this year? What does the report display? No data? Incorrect amounts? Don’t panic, today’s post will guide you through the steps necessary to make sure your company is 1099 ready! We’ll break down approaching 1099’s in Intacct into three main sections.
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Intacct Custom Report Wizard
In the Smart Rules post, we went over how to create Smart Rules to ensure we maintain the integrity of the data we are basing our reports on. The reason I even stumbled upon learning Smart Rules and the need for them was from the creation of a certain report which lead to a shocking revelation of how much data was missing. Smart Rules have taken over and become the proactive solution for this problem now, but the report was the first step in identifying the problem. This post will cover how to build this customized report through the Custom Report Wizard. There are three main types of reports in Intacct: Financial Reports, Custom Reports, and List Views.
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Working Smarter With Intacct Smart Event Emails
Why work harder when you can work smarter (and more efficiently)? If I had to come up with a slogan for Intacct Smart Events that would be it. Smart Event Emails automate emails that would usually be created manually.
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Filtering Reports and Dashboards for Current User With Intacct
Remember Intacct’s spring 2015 release? It gives you the option of filtering reports and dashboards for current users. In three quick steps you can create ten reports — now that’s efficiency!
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Intacct Conditional Smart Rules
Now that basic Smart Rules are a breeze, someone is bound to ask about a more complicated situation. What if you have a situation where you need a Smart Rule to do one thing on a certain action, but another on a different set of actions? Is that even possible? Well let me tell you, that it is possible with Intacct!
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Data Validation With Intacct Smart Rules
Data integrity is vital. If data is incorrect, you risk basing huge financial decisions on incorrect information. The problem with achieving data integrity is that there are often a variety of people entering data. Therefore, it’s hard to maintain the accuracy and consistency of the data. That’s when Intacct Smart Rules come in handy!
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Financial Reporting and Visual Indicators
Intacct has been adding new features to reporting making the ease of reading reports and ability to quickly scan and deduce key information easier – especially so with the addition of visual indicators.