Tag Archive: "Custom Field"
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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.
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CLA’s Sage Intacct Spark #1: Dimension Groups and Custom Fields – A Match Made in Heaven
Have you ever tried playing Connect Four with a 4 year old? Good luck stopping them from filling up the Connect Four game with all their pieces and singing “I win! I win!” over and over again. Unlike a 4 year old playing Connect Four, there are certain rules to learn and abide by when importing files with Intacct.
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Sage Intacct: Smart Event API to Populate Transaction Fields From Related Objects
Ever have a pesky field on an object that you just can’t pull onto an invoice or purchasing transaction? You know, because the only merge fields available on invoices are ones that are directly available on the transaction – ugh! Well smart event API calls are here to your rescue. Whether that is a Customer’s VAT ID for tax purposes, the customer’s sales rep, or a custom field – we can make that happen with a Smart Event API call.
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Leveraging Sage Intacct to Automate Use Tax
Chances are your business operates in a state that requires paying use tax on goods purchased from states that don’t include sales tax. If you are not exempt from this collection, tracking the true amount owed can be burdensome and time consuming. However, tracking use tax in Sage Intacct does not need to be as complicated as building a flux capacitor.
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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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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.