Tag Archive: "Intacct"
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CLA’s Sage Intacct Spark #9: Importing Best Practices
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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CLA’s Sage Intacct Spark #6: New Interactive Custom Report Writer
With Release 4 having just made its debut, there were quite a few exciting announcements. From a new month-end dynamic allocations tool and the official release of the Interactive Report Writer to slight (but welcome) changes to the new UI. In this week’s post I’ll share a sneak peak of my favorite features of the new Interactive Custom Report Writer.
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CLA’s Sage Intacct Spark #3: The Secret System Reporting Periods
The third tip in the series involves uncovering a secret garden of system reporting periods available for use that usually come inactive by default. In this week’s tip you’ll learn how they can be used and also how to activate them.
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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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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 Standard Allocations
What factor do you use to allocate utility costs across dimensions? You can’t very well allocate all of the phone bill expenses to the Sales Department (even though they likely are the ones most frequently using the phone!). Do you run the General Ledger for a set account (or range of accounts and dimension filters) and then take that aggregate monthly amount and allocate by a percentage? OR do you enter the allocation at the time that you enter your AP bill? Therein lies lies the answer to whether you should use Intacct’s Standard Allocations or CLA’s Allocation Management. Today’s post will cover the topic of Intacct’s Allocation setup and use.