Intacct Enthusiasts

Additional Security Measures to Keep Your Accounting Data Secure

In addition to the security measures outlined in the previous two posts, there are Additional Security Measures to Keep Your Accounting Data Secure that are worth looking at:  IP Address Filtering, Single Sign-On (SSO) and Two Step Verification.  These settings are all found under Company > Com

Intacct Security Settings: Passwords

Keeping Your Accounting Data Secure with password policies is an important piece in our high tech world. How often will you force your users to update their password?  How long will you require passwords to be?  How frequently will you allow users to re-use passwords?  With Intacct you can set

Sage Intacct Security Settings: Timout Options

Internet security is a hot topic in today’s world, and for good reason.  Keep Your Accounting Data Secure with Sage Intacct Timeout options and rest assured that your data will not be compromised.  The security settings for your Intacct Solution can be found under Company > Company Informatio

General Ledger Import Templates

On occasion it might become useful to import a series of Journal Entries from a spreadsheet.  In this case you would want to utilize the Journal Entry Import Template.  A journal entry import can be used to import data that already exists in spreadsheet form, perhaps an export from a separate soft

General Ledger Transaction Templates

General Ledger Transaction Templates are a great way to streamline data entry and reduce errors for frequently-used journal entries.  They provide a more simplified environment for non-accounting personnel to create journal entries with ease.  Users can enter transactions without having to underst

Automated GL Transactions with Recurring Journal Entries

Unlike Memorized Transactions, Recurring Journal Entries are set up to automatically post/reverse on a pre-set schedule.  Although amounts can be modified in Recurring Journal Entries they’re at their best when they’re used for amounts that don’t change very often. Recurring Journal Entries a

Intacct Memorized GL Transactions

Provide your users with Quick General Ledger Data Entry with Memorized Journal Entries. Memorized Journal Entries are useful when similar journal entries need to be created on a regular basis.  Because memorized journal entries are posted manually they are useful when you might be required to chan

Dimension Group Filters: Combining the AND and OR Operator

The occasion might arise where simply using an AND operator or an OR operator separately won’t do!  Sometimes your grouping needs are so advanced that you need to use both AND & OR operators in your filter statement.  With Intacct, this is possible using Dimension Group Filtering for Advanc

Dimension Group Filters: Using the OR Operator

Imagine that you would like to have a Customer Group which includes those customers who are assigned with the ‘Financial’ Type ID and those assigned with the ‘Media’ Type ID.   With Dimension Group Filtering for Advanced Financial Analysis this is easily attainable. Just as we did last week

Dimension Group Filters: Using the And Operator

This week will will talk about Dimension Group Filtering for Advanced Analysis.There are two different operators you can use with creating your dimension group filters, the And Operator and the Or Operator.  This week we will talk about the And Operator.  The And operator is used in cases where yo

Dimension Group Filtering

As described last week, one way to create a Dimension Groups is adding specific members to a given group.  Another, more flexible way to create Dimension Groups is by filtering based on field values.  The benefit of filtering by field values is that you can create new items for the specific Dimens

Using Dimension Groups in Intacct

Any of the dimensions available in Intacct can be grouped into categories.  This week's blog post focuses on using Dimension Groups for Simplified Financial Reporting. In our example we will be using the Location Dimension but remember this can be done for other dimensions too.  The benefit to Dim

Setting up Dimension Relationships

The first step to setting up your Dimension Relationships is to enable them in Platform Services.  Using our example detailed last week, we will turn on the Dimension Relationships for location by going into Platform Services > Objects > List. We will now locate Location on this list and clic

Intacct Dimension Relationships

Note:  In order to use Dimension Relationships you will need to subscribe to Platform Services. In order to increase accuracy and speed up data entry you may wish to set up Dimension Relationships.  Dimension Relationships are used to filter a dimension dropdown list relative to what dimension was

Enabling Intacct Dimensions

Intacct comes with the following nine Standard dimensions: Location Department Customer Vendor Employee Class Project Item Warehouse You can chose to use any number of the above dimensions to suit your business needs. Dimensions must be enabled on the GL before they can be enabled in other modules.

An Introduction to Dimensions

Intacct Dimensions are said to be useful in simplifying your Chart of Accounts, but how exactly is that accomplished?  In the past, account numbers incorporated a hierarchical structure in order to allow financial reports to be prepared for specific portions of the organization.  Account numbers w

Setup Your Balance Sheet in Minutes

Once you have created your custom account groups it’s time the make a report using them.  The easiest way to make a custom report is to copy an existing report that is similar, and simply change it.  The first step is to figure out which report you want to duplicate, in our case we’ll duplicat

Using Account Groups on Reports

Account Groups are used to group similar accounts together for ease of reporting and analysis.  They can be used on reports to show both summarized and detailed account information.  Rather than building reports with pre-set GL Accounts you can use account groups as a container for your accounts.

Account Groups vs Account Categories

Although we’re primarily talking about Account Groups in this series we thought it might be good to touch on Account Categories as well.  You may have seen Account Categories around and wondered what they are and what the difference is between them and Account Groups.  The simple answer is that

Advanced Summarized Reporting with Groups of Account Groups

We touched briefly on Groups of Account Groups last week but would like to go into more detail about them.  The hierarchy of account groups can be multiple levels on top of one another.  Last week we used the example of grouping the two groups, Fixed Assets and Current Assets, together in a group

Simplify Reporting with Intacct Account Groups

Intacct Account Groups are a great way to group similar data together for summary or analysis.  Account Groups can be made up of a single or multiple GL accounts, either defined as a range or individually selected.  One example of a useful Account Group would be for Fixed Assets.  By making a Fix

Statistical Accounts in Dashboard Reporting

One of the best features of Intacct is the customizable dashboards.  Financials at a glance are wonderful but what about all the non-financial data you are tracking in Statistical Accounts?  Wouldn’t you love to see that information at a glance too?   You can! If you don’t already have a da

Statistical Account Reports and Graphs

Now that you have a couple entries posted to your Statistical Account you might want to do some KPI reporting in accounting.  In order to see a report that shows all your transactions for a certain time frame, including a Grand Total click General Ledger > Reports > General Ledger Report.  E

Entering Your Statistical Journal Entries

Tracking Statistical Data in Accounting Software like Intacct is similar to the way General Ledger Journal Entries are entered, but the way they track data is different. The main difference with statistical journals is that they record a change in the number, either an increase or a decrease.  Al

Track Your Statistical Data in Accounting

Have you ever wanted to track and report on non-financial data from within your accounting software? With Intacct you can track statistical data in accounting with ease! Statistical Accounts are designed to track data for things such as number of hotel rooms booked and number of employees in a certa

Customer Specific Documents

Last week we learned about how to customize document templates by adding custom fields (check out last weeks blog post here) and how to save them as the template to use when printing specific transaction types.  While this is excellent for a company wide change to a document sometimes you might ne

Adding a Custom Field to a Printed Document

Now that you’ve created your custom field(s) you may want to add one to a printed report.  For example, you may want to print the Coupon Code we created in last week's blog post (check it out here) on your printed Sales Invoice.  This can be done through the Document Templates functionality in

Duplicating Custom Field Data

On occasion you might find it necessary to track custom fields throughout a workflow.  Perhaps you wish to store a coupon code used by a customer in the sales order form and have it automatically copy to the sales invoice.  With Intacct, you can customize your accounting software to fit your busin

Adapt Intacct with Custom Fields

Have you ever wanted to track data but there is no place in Intacct to store it?  Maybe you need to store an internal account number with each Customer record.   Perhaps you sell cars and wish to track the number of doors on your inventory.  Well now you can, with custom fields!  Custom fields

Make Data Entry Faster with Intacct

Anyone who does a lot of data entry knows that even the smallest of conveniences can save mountains of time.  Depending on your data entry style, the following settings can make data entry faster and more efficient in Intacct. Click here to see Intacct in Action! Auto Insert Decimal Point Make ente