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Clever Tips for Smooth Budgeting in Sage Intacct
Have you ever wondered why error messages are about as difficult to decode as the subtext of a first date sometimes? Me too. Those shouldn’t stand in the way of budgeting though. In this post, you’ll learn some of the tips and tricks we’ve gathered to make budgeting in Sage Intacct easy!
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Elevate Your Sage Intacct Dashboards
In this post we’ll give you a strategy for building dashboards and break out the methodology/science behind successful ones. You’ll come to find that while components by industry are certainly different, when you start to analyze the key data points each industry’s dashboard highlights, an easily identifiable set of themes lie behind each component. (For example each industry has some type of count – customers, student enrollment, visits, grants.) With that in hand, you’ll soon be well on your way to building your own company’s dashboard.
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Top 3 Sage Intacct Financial Report Writing Tips and Tricks
As with anything in life, expertise comes with experience. That’s why we’re here to bring you the top 3 tips to transform you into a Sage Intacct reporting ninja. In this post you’ll learn how to troubleshoot reports, build account groups like a rockstar, and format reports that shine so why not read on?
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An Action Plan and Tips and Tricks for the New Sage Intacct Action UI
Over Friday evening, Sage Intacct released their 4th release of 2017. That means we are closing in on the switch to the new Action User Interface next year. So how do you prepare your team for the switch to the Action UI that’s quickly creeping up on the horizon? We’d like to share a game plan as well as tips and tricks with you to help you transition your team!
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Renewals With Sage Intacct and Salesforce
Tracking a Customer’s renewal date is key for many businesses. If your business mainly consists of evergreeen contracts, renewals time gives you an opportunity to analyze a client’s contract and make sure it still meets their needs or has an opportunity for an up-sell for new products available. If your contracts expire at the end of a term, it’s key to track renewal date in order to issue renewal quotes and not lose a client. Learn how with a little bit of SalesForce magic and Sage Intacct integration you can automate the tracking of renewal dates!
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Intacct: Graphs for Dashboards
Were you awed by the impressive (and real-time) dashboards you saw during your initial Sage Intacct demo? Were you mesmerized by the eye-catching graphs? Today you’ll learn how in 7 steps and about 15-30 minutes you can create your own!
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CLA Grants Management Application Demo for Intacct
Do you have 11 minutes and 39 seconds? Want to see how you can manage your grants from one central location within Intacct? Check out this demo on the CLA Grants Management Module!
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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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Intacct: Salesforce Max and Reseller Setup
Do you have a situation in which your customers purchase through a reseller? You likely need to bill the reseller but ship to the end customer (especially if tracking tax in Intacct). If you are using the SalesForce Max package to connect your Intacct and SalesForce companies there are two ways you can accomplish this set up. In this post we’ll briefly cover the first method and then do a deep dive into the more complex method. So follow along!
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Is it Time to Tune Up your Intacct Company?
Perhaps it’s been years since your Intacct implementation and perhaps the Intacct subject matter experts have long since left the team. How do you work with what has already been set up by your predecessors to optimize your environment and reporting or day-to-day transactional processing? In today’s post we’ll go through a few ideas to help you with creative customizations to make the most out of your inherited system.
