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

After migrating to a new accounting system, following setting up the chart of accounts, the next step is to input the account balances into the new system. Some companies prefer to keep all account changes for previous years so they can continue to print some financial analysis reports for comparison. Others simply build up the account balances by using the end of the last day in...

By Sheila Zhang
It is a convenient function in Sage 300 ERP that you can drill down to the original sub-ledger transactions on the G/L entry.

After I worked on many reports with drill down requirements, I have my own list of drill down links between G/L entries and its original transactions. To be able...