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Intacct: Collections Platform Application
Imagine you work in the collections department. Your daily collections activities involve calling and emailing customers about invoices that have become past due. Previously, you recorded all your notes on the Customer record in a custom tab with a notes section. If everyone in the department has access to this tab (and can modify it), not only does that mean notes can accidentally get deleted, but also after a year of using the system this section can easily get out of hand and disorganized. That’s where Intacct’s collections platform application comes to the rescue.
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Working Smarter with Intacct Smart Event API Calls
Now that you have dimension relationships set up and your data has never been cleaner and your reports more accurate you may also wonder what else can we automate? What if you could have Intacct automatically fill out the Project Type whenever a new project is set up that has a name starting with NE? Well now you can with Smart Event API’s.
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Intacct Releases 2015: A Year in Review
A few times a year on a Friday night, while you’re sleeping (and hopefully not dreaming about accounting), Intacct issues a release to it’s cloud accounting software. What are Intacct releases? Releases include improvements and upgrades to your software that are immediately available to all companies.
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Intacct Financial Reports: Expanding Columns, Report Groups, and Scheduling
Intacct not only gives you the power to create effective reports that guide business decisions, but most importantly makes creating reports in a timely manner easy. How does Intacct make report creation easy? This post will cover a key variable to successful financial reporting: timeliness. Intacct has built in to the system key features that make report creation in a timely, efficient manner attainable so let’s get started with three of them: expanding report columns, creating report groups, and scheduling reports.
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Intacct Dimensional Relationships: Improving Efficiency while Ensuring Data Accuracy
How can you take the odds of correctly and efficiently coding a transaction from 20% to 50%? This question brings to the surface the ever present battle between two opposing forces of data entry: the struggle between improving efficiency while also ensuring data accuracy. Today’s blog post will take you through exactly how you can better these odds by uniting these two opposing forces (without compromising either) with Intacct’s Dimensional Relationships.
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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!
