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CodePartners Adds Two Intacct Core Implementation Consultants

To become certified Intacct Core Implementation and Configuration consultants, Joe and Derek completed a 4-day course to learn the best practices and workaround to ensure successful implementations of Intacct for customers.

Congratulations, Derek and Joe!

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on February 24, 2014 in Application Development, General by
Tagged With: Intacct, Consultant, certified Core Implementation and Configuration / 8098 Views

Webinar: How to Change Employee or National Account Numbers in Sage 300 ERP

If you have clients that have recently merged with another company, aligning certain back office processes can be daunting, but necessary. Bringing employee numbers and customer account numbers into the same format in Sage 300 ERP can be very easy. Join us to learn the fastest and easiest way to make this happen.

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on February 13, 2014 in Events by
Tagged With: Sage 300 ERP, Employee Number Change, National Account Number change / 7157 Views

Webinar: Self-Serve Employee Pay Stubs

We'll show you how at our upcoming webinar:

Creating an Employee Self-Service Site 
in Sage 300 ERP
 

on Jan 16, 2014 12:00 PM CST at: 

https://attendee.gotowebinar.com/register/4361255008698067970

During this webinar, you'll learn:

* How to generate employee pay stubs 
* How to make pay stubs available for viewing 
* How to create logins for the employees so they only view their data 

After registering, you will receive a confirmation email containing information about joining the webinar.   

 

We look forward to seeing you online. 

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on January 14, 2014 in Events by
Tagged With: Sage 300 ERP, Payroll / 6081 Views

Keith Karnes Named President of BTerrell Group and CodePartners


Dallas, Texas – January 6, 2014 – BTerrell Group LLP, a Dallas-based consulting firm focused on implementing and optimizing ERP, CRM and HRMS systems for mid-sized companies, today announced that Keith Karnes has been named President of BTerrell Group and CodePartners.

Karnes joined BTerrell Group in April of 2013 to lead the company’s efforts in launching the company’s Intacct practice, after providing similar services with Tenetus, LLC.

“2013 has been a year of unprecedented growth for BTerrell Group and Code Partners, in large part due to Keith’s efforts,” said Brian Terrell, Managing Partner of BTerrell Group. “Not only has he managed to build a thriving business where we help customers with their ERP implementations and management, but helped land the third largest deal in Intacct channel history, leading BTerrell Group to be named Intacct’s Partner of the Month for November 2013.”

Karnes brings a strong financial, accounting and technical background to his new role as President. During his career, he has served in capacities as COO and CFO, giving him awareness of the issues facing mid-sized businesses in many areas. He has actively transitioned companies into new phases of growth and stability. 

 “Combined, BTerrell Group and CodePartners provide the unique ability to not only implement Intacct and Sage, two of the leading ERP solutions in the marketplace, but to customize those solutions to meet individual customer needs,” states Karnes. “I am excited about applying my operational expertise to take these companies to new levels.” 

When not working, Keith enjoys golf and road biking. He maintains his CPA and CITP credentials and received his degree from Southern Methodist University. Keith lives in Dallas with his wife and has three grown sons.

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on January 7, 2014 in General by
Tagged With: keith Karnes / 8180 Views

Webinar: Re-Visiting - How Fiscal Period Change Works

Do you have a client who faces Fiscal Period Changes? 

 

Whether they acquired a new business or are making changes to their current cycles, we have the webinar for you. 

Hrayr Galoyan will review the intricacies of  the Fiscal Period Change add-on and how this feature enhances your existing workflow in

your Sage 300 ERP system.


Join us online for a one-hour webinar which highlights the following:

     ~ Cover the features, interface and configuration options of the Fiscal Period Change   

     ~ Learn how to update the G/L Tables

     ~ Discuss any licensing issues and unlock codes for the Fiscal Period Change

     ~ Review the implications of smaller versions of Sage 300 ERP

 

Details

When: Thursday, December 19, 2013, 12 p.m. CDT

Where: Register Here

Or you may call using your computer's microphone and speakers (VoIP) or telephone.


 

United States
Toll: +1 (702) 489-0007
Access Code: 724-692-043
Audio PIN: Shown after joining the webinar

 

 

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on December 10, 2013 in Events by
Tagged With: ERP, Fiscal Period End, Fiscal Period Change / 8137 Views

Webinar: Creating Unity among Disparate Systems -- the Concur Uploader

Do you have clients who are considering moving to Intacct, but their Concur system will not integrate seamlessly?  
Do they need to transfer payment information from one system to another quickly and inexpensively?  
Are they concerned about duplicating information and the risk for potential errors?  

Do they wish their system could export data and import it directly into Intacct and automatically post the information in their General Ledger? 

 
If you answered YES to any of these questions, then we have the Webinar for you! 

Please join us on November, 21st, from Noon - 1 p.m. CST, for a presentation by Derek Du, the creator of our Concur Uploader Program!  


Where

Webinar, Register Here

Participants please use your computer's microphone and speakers (VoIP) or telephone.

United States
Toll: +1 (702) 489-0007
Access Code: 284-994-801
Audio PIN: Shown after joining the webinar

Read More

on November 13, 2013 in Events by
Tagged With: Concur, Concur Uploader, Intacct / 8082 Views

Brian Terrell Spoke at Texas A&M University

Brian Terrell spoke to the Junior class of Business Administration students at Texas A&M University last week. 

We embrace any opportunity to share real life learning's with students who will be shaping our future businesses! 

Thank you, Texas A&M University, for allowing us to share our work with you and your students.

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on October 10, 2013 in General by
Tagged With: Texas A&M University, Business Administration, Technology / 7928 Views

Webinar: How the Fiscal Period Change Works

Do you have a client who faces Fiscal Period Changes? 

Whether they acquired a new business or are making changes to their current cycles, we have the webinar for you. 

Hrayr Galoyan will review the intricacies of  the Fiscal Period Change add-on and how this feature enhances your existing workflow in

your Sage 300 ERP system.


Join us online for a one-hour webinar which highlights the following:

     ~ Cover the features, interface and configuration options of the Fiscal Period Change   

     ~ Learn how to update the G/L Tables

     ~ Discuss any licensing issues and unlock codes for the Fiscal Period Change

     ~ Review the implications of smaller versions of Sage 300 ERP

 

Details

When: Thursday, October 17, 2013, 12 p.m. CDT

Where: online, password Fiscal123

Or you may call in at 650-479-3208 and use access code: 801 856 699

Read More

on October 9, 2013 in Events by
Tagged With: Fiscal Period Change, Webinar, G/L , SAge 300 ERP / 7421 Views

Webinar: How to duplicate a company and Ship and Invoice all items in an Order Entry

Join us online as Hrayr Galoyan explains quick and easy ways to duplicate companies in Sage 300 ERP. He will also discuss how to work with Order Entry in Sage 300 ERP to ship and invoice all items.

 

Details

When: Thursday, September 19, 2013, 12p.m. CDT

Where: online, password iscode123.

              Or you may call in at 650-479-3208 and use access code: 809 302 888

Read More

on August 30, 2013 in Events, Products by
Tagged With: Sage 300 ERP, Order Entry, Company duplicator / 7963 Views

August 15, 2013 Webinar: Employee Number Change

 

August 15, 2013

12 p.m. CDT

 

During the one-hour session, you'l learn:

1. How to change employee numbers in Sage 300 ERP

2. How to change the national account assigned to a customer

3. How to change multiple account numbers all at once.

 

To join the webinar, click here and use the password: code123.

Or you can dial in at 650-479-3208 and use access code: 800 219 571


Read More

on August 7, 2013 in Products by
Tagged With: Sage 300 ERP, Employee number, national account number / 8256 Views
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