Accounts Receivable
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Intacct: CLA Grants Application and Revenue Recognition
Get a sneak peak into the CLA Intacct Grants Management Application and learn how we made creating dimensions and recognizing revenue a simpler process through the platform.
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Order Entry Invoices – Printing Payment Details on an Invoice
In today’s post learn how in just a few steps you can customize your Intacct invoice format in Order Entry in order to display the payment details upon printing.
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Salesforce and Intacct Customization – Contacts and Emails
Today’s post will cover a neat customization tip for all the SalesForce/Intacct users out there! Would you like the flexibility to choose who to send an invoice to from your opportunity based on related contacts on the account? Currently, though it is a common request, it’s not easily possible via the standard integration and workflow. You would have to update the account, sync to a customer, then sync the order. Today’s post will cover how to make this possible with just a few customizations in Intacct and SalesForce!
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Custom Application: Expired Credit Cards Customer Payment Manager
Intacct’s subscription business model has become increasingly popular and successful with both customers and businesses alike. For customers, the ease of signing up, always having the service you require, and low hassle really makes it ideal.
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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.
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Intacct Standard Allocations
What factor do you use to allocate utility costs across dimensions? You can’t very well allocate all of the phone bill expenses to the Sales Department (even though they likely are the ones most frequently using the phone!). Do you run the General Ledger for a set account (or range of accounts and dimension filters) and then take that aggregate monthly amount and allocate by a percentage? OR do you enter the allocation at the time that you enter your AP bill? Therein lies lies the answer to whether you should use Intacct’s Standard Allocations or CLA’s Allocation Management. Today’s post will cover the topic of Intacct’s Allocation setup and use.