Automation and Customizations
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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!
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Automating Emailing Purchase Orders to Vendors
Did you know that you can automate emailing Purchase Orders to your Vendors? Even better: did you know you can set this up in just 2 easy steps? Why go through the extra step of emailing a purchase order when you can have Intacct do it for you automatically by simply checking a box?
In this post, we’ll explain how to add a custom checkbox on your purchasing transaction(s) so that checking that box will automatically send the Purchase Order to the Vendor without you having to do anything more than simply check the box.
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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 Mini Application – Vendor ACH Audit Package
Wouldn’t it be great if you received an email notification when a Vendor’s ACH information was added, edited, or deleted? That would surely give you some peace of mind! Well, with a combination of smart events and custom fields, Intacct allows precisely that!
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Vendor Relationship Management: Leases
Have you been managing leases in Excel? Learn how you can easily manage leases in Intacct, see monthly payment amounts, products leased, and auto-created payment schedules simply by entering the lease begin date, end date, months, and monthly payment. Today’s blog post will give an overview of the leases component of the Vendor Relationship Management Module.
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Vendor Relationship Management: Contracts and Agreements
Partaking in business transaction in our economy involves regularly dealing with other businesses which usually involves contractual agreements of some type whether that be with a new Vendor or a new Customer. You may currently be filing these contracts in a filing cabinet somewhere or possibly keeping track of them in an Excel spreadsheet, but imagine if instead you could track them within your accounting software. What benefits might there be? In Intacct, you can create custom applications to fit your business.
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Intacct Dimensions: Items
Item is one of the tougher dimensions that often get’s misused or neglected. So let’s approach the explanation of the Item dimension through a real-world example. Imagine we work at Apple in their accounting department and our team has decided to move to Intacct. We’re working on restructuring our chart of accounts and have just been asked what we would like our items to be.
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Intacct Dimension Structures/Groups vs. Hierarchies
Did you know there’s a third way to organize your dimensions? Dimension Hierarchies. As with most things in Intacct, setup is not the difficult part. Having the knowledge to deploy certain features/tactics in the appropriate situation is what makes the difference between correctly using the tools you have leading to a nice balance between easy reporting and correctly transacting in your system or not.
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Intacct Platform Services: Custom Applications
What are the driving forces behind moving to a new accounting software? With Intacct Platform Services, you can customize your system around your business processes. In this specific scenario, we’ll show you how we transformed this process from two individual time-consuming steps into a single efficient step!