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Intacct Customization Showcase
by Joe Zhou
Our development team specializes in Intacct customizations and integrations since March 2013. During the past 21 months, we implemented many Intacct integration projects for various clients. When I look back on these projects as the year comes to an end, I can group them into the following categories.
1.
Standalone Web Applications
A good ex...
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Tagged With:
app development
,
customization
,
integration
,
Intacct
/ 3331 Views
How We Interfaced Sage 300 ERP with a Dispatch System
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...
Read More »
Tagged With:
Integration
,
automation
,
Sage 300 ERP
,
Sage 300 ERP interface
/ 4046 Views
How Intacct and Sage Business Partners Differentiate their Companies by Creating Value through Automation
by Brian Terrell
Recently, I discussed several potential projects with
Sheila Zhang
, one of the very experienced and excellent Intacct and Sage Business Analysts working at CodePartners. Sheila and I had just completed a discovery call with a Business Partner and their client on an opportunity to automate a complex and mission critical business process for this client. At o...
Read More »
Tagged With:
Intacct
,
integration
,
collaboration
,
Sage 300 ERP
/ 2266 Views
Intacct Salesforce Integration – What Is Not Covered in the Manual
by Hrayr Galoyan
I recently worked on integrating Intacct with Salesforce. There is an existing integration package, and the manual that comes with it is pretty good. However, I faced several issues that the manual did not cover, and most were related to Salesforce functionality. This was my first time integrating Intacct and Salesforce. Fortunately, Salesforce has an outstanding support team; t...
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Tagged With:
integration
,
Salesforce
,
Intacct
,
Intacct customer ID
,
Intacct Max for Salesforce MCP
/ 4384 Views
Why SMBs Should Consider Human Resources Outsourcing (HRO)
by Brian Terrell
It’s no secret that owners of small- and mid-sized businesses (SMBs) wear many hats including payroll clerk, benefits manager, receptionist, office manager, and even mediator! In fact, according to the U.S. Small Business Administration, small business owners spend up to 25 percent of their time handling HR functions such as payroll, taxes, and benefits.
Unfortunately, o...
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Tagged With:
integration
,
outsourcing
,
HRO
/ 3376 Views
Working with Intacct SmartLink Clicks
by Kristi Feng
A SmartLink Click in
Intacct
allows us to embed intelligent hyperlinks into forms and reports. The hyperlinks can be based on conditional information about the objects in Intacct. We need to enable Platform Services or Customization Servers before adding a new SmartLink Click.
When we create a SmartLink Click, we usually focus on two main properties:
Target (required): This is ...
Read More »
Tagged With:
integration
,
SmartLinks
,
Google Maps
,
Intacct
,
Smart Links
/ 3342 Views
Connecting Sage CRM Company with Intacct Customer ID
by Kristi Feng
Last week, I decide to check into how to use Intacct Web Service API to show Intacct Customer data in Sage CRM using classic ASP.
I want to show the Name, Terms, and Total Due Amount from Intacct on a new tab under a Sage CRM company.
To do this, there is a need to store a common code between the two systems. I added a new field under Sage CRM Company to store the correspo...
Read More »
Tagged With:
Intacct
,
Integration
,
ASP
,
Intacct Web Services API
,
Sage CRM
/ 8428 Views
2013 Review and Looking Forward to 2014
As 2013 comes to a close, I have reflected upon the past year, and all of our changes, highlights and company direction. Some of these are probably worth noting to you, to see where the company is heading.
Added
Intacct
developers to our team.
Well, technically, some of our team members attended training to become Intacct Platform Services and API developers. Other members of our team are now In...
Read More »
Tagged With:
integration
,
Sage 300 ERP
,
Sage CRM
,
Intacct
/ 9684 Views
Integrating PixelPoint POS with Sage 300 ERP
by Hrayr Galoyan
I love systems integration projects. If executed successfully, they are very rewarding for all parties involved. For the end user, they provide much needed automation and integration between otherwise unconnected systems; no more manual entries and user errors. For Sage business partners, it makes it more difficult for clients to switch to another ERP system, thus help...
Read More »
Tagged With:
Integration
,
PixelPoint
,
POS
,
Sage 300 ERP
/ 5603 Views
Integrating Sage 300 ERP with Coupa
by Hrayr Galoyan
“What on earth is
Coupa
?" I asked myself this when I heard about Coupa for a recent project. I quickly learned Coupa is a procurement system designed for businesses to simplify purchasing and ensure the users’ interaction is easy and enjoyable, as if you are shopping on
Amazon.com
. Technology supposedly makes our lives easier and more enjoyable. However,...
Read More »
Tagged With:
Accpac
,
AP invoices
,
Coupa
,
integration
,
procurement
,
purchasing
,
Sage
,
Sage 300 ERP
/ 4983 Views
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