by Brian Terrell

Recently, I spoke to a large group of Intacct value-added resellers gathered at the Intacct Business Building Conference. I introduced several products that BTerrell and our CodePartners division developed to help Intacct client companies automate key business processes in HR, treasury, invoicing, and salesforce compensation. The conference was hugely successful, and I enjo...

by Brian Terrell

CodePartners, the programming department at BTerrell Group, provides value added services to Intacct and Sage business partners around the world. We were floored the other day to realize our customer footprint extends to 36 countries around the globe. That’s exciting but not possible unless we consistency deliver the last mile of functionality to our business partners' end...

by Derek Du

Today, I tried to run a previous WCF project and it refused to work. The error message was: OperationContext.Current is null. The project uses a third-party written WCF custom encoder that enables SOAP with Attachment, so it made that much harder to debug the issue. After struggling with it the whole day, I was surprised to find that the issue was becaus...

by Emma Tsai

A few months ago, I had a conversation about automated process with a client who provides food and goods delivery service. The client complained that they currently have to manually input AR invoices into Sage 300 ERP according to the invoices generated by their new IDS Dispatch system. Due to a lack of integration between the two systems, they ended up doubling the work. After we r...

by Brian  Terrell

Often, I tell Intacct and Sage business partners that the value proposition delivered by BTerrell's CodePartners Division includes two key points:

• to help convert opportunities into client relationships, or 
• strengthen current client relationships 

Today, I'd like to recount some conversations I had over the last three weeks that serve as an excellent...

by Brian Terrell

Recently, I had supper with the CFO of a $100+ million dollar manufacturing company and their Sage Channel Partner. Our dinner party represents a partnership of three companies working together since 1999 on various automations to tailor Sage 300 ERP to the exact needs of the manufacturer. The group clearly has been successful together, and all parties benefit greatly by it. The...

by Joe Zhou

At BTerrell, our development team works very closely with our consulting team led by Chris Firra on the daily basis. I often solicit Chris for ideas to build generic tools for Intacct that can save our customers time. A couple of weeks ago, Chris approached me and told me about an import tool a client needed.

In a nutshell, here are the requirements.

1.    &nb...

by Sheila Zhang

Recently, I was asked to make some changes to the existing data after completing all master files and opening transactions for a new Intacct company. Since there is no way to go into a database directly to do a mass update, the API Test Tool could be the solution. However, you may not be familiar with how to prepare the XML file. You can use Excel to prepare the XML request for t...

by Kristi Feng

Recently, we received a request to show the number of attempts, comments, and the time the call got through for the Outbound Calls under Person’s Tab.

To do this, we will need to do the following

·         Create a new view under Administration -> Customization -> Secondary Entities -> Outbound Call Lists -> View...

by Emma Tsai
Recently, we worked on a project that integrates Sage CRM with EchoSign, an electronic signature solution, to help our client manage their digital documents. This integration allows users to send emails with merged documents on Sage CRM screens through EchoSign. Then EchoSign sends the documents for signatures following the specific, pre-defined signing order and manages the document ...