Automation and Customizations
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ChatGPT and Intacct Platform Triggers
“Citizen developers” is a term often used today to describe individuals who leverage low or no-code options for customizing business applications without requiring IT involvement. AI, like ChatGPT, is actively aiding Citizen Developers by breaking down the barrier of entry to writing custom code. Today we’ll walk through how to pair ChatGPT with Intacct Platform Triggers. Then join us on October 31st for our complimentary webinar on Smart Events and Smart Rules.
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Modifying Processes with Technology to Accommodate Scale
It’s not uncommon for nonprofits to face both an influx of donations and a simultaneous extreme surge in demand for the services they offer. When the services nonprofits provide are needed most, the last thing you want is to be spending all your time on the administrative side. That’s where technology steps in.
In this blog learn how to accommodate a sudden surge in donations on the accounting side, by utilizing Salesforce reports to perform Intacct imports.
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Changing Field Labels in Intacct With Script Components
Have you ever had a field that you re-purposed to hold information other than what the label might allude to the purpose of that field being? Learn how you can use script components on pages to edit field labels with JavaScript.
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Salesforce Flow for Sage Intacct Integration with CPQ
At Dreamforce ’21, Salesforce announced the eventual retirement of it’s automation tools: Workflow Rules and Process Builder, to be replaced by Flow. In this blog post, get a quick lesson on how Flow can be applied to CPQ and Contracts with the Salesforce/Intacct integration.
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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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Streamlining your Accounts Payable Process with Sage Intacct
How are you currently paying your vendors? Are you issuing checks and printing them in the office? Wouldn’t it be great to be able to pay your vendors easier and faster without physically being in the office? Read this blog for additional information on how to automate your AP process within Sage Intacct.
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Optimizing the Receivable Process and Reducing Average Days to Pay with Sage Intacct
Arguably one of the best things you can do for your business from an accounting standpoint is to make payments from customers easier and optimize the collections process, especially now. In this post we present options for optimization both within Intacct and through 3rd party marketplace providers.
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Evaluate Your Cloud Game
The result of office closures, and the steady advance of offerings from third-party specialty vendors, are combining to bring a new wave of conversion for typical finance and accounting processes from offices to web-based or “Cloud” service providers.
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Sage Intacct Account Groups: Rule of Ranges and Smart Event Email
Learn two handy tips to ensure accurate financial reporting in Sage Intacct. First, the “Rule of Ranges” in regards to Account Groups for Financial Reports and second, Smart Event Emails to notify your financial report guru when a new account is added.
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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.