by Joe Zhou

When a new object is created in Intacct, it automatically creates a record name field with the same label name as the object name. This field can be indexed and can be used in filter expressions and as a column in views or a merge field. You also can use this field to pick a record when the object is in the selector list mode. However, there is one caveat with this field. When you add...

By Jacky Xu

Last week, I took Intacct Platform Services certification training. It is great for me to understand how to develop quickly programs with Intacct. Below is one of my practice programs. It takes customer information from Intacct through an Ajax web API call and shows them in a grid.

1. Create a new empty html file.
2. Add a javascript library for Intacct Ajax web API.
 ...

by Joe Zhou

I recently worked on an assignment on the Intacct Platform Services and got to create a few Smart Links and Smart Events for some standard objects. Whenever I wanted to make a change to a smart event, I had to find the corresponding standard object and find the smart event under its object definition. It became cumbersome to me to find the smart event I wanted as my list of Smart Eve...

By Joe Zhou

Intacct provides a few sample Platform Services applications on its developer portal. I found they are very useful. Because the best way to learn is to practice, I installed a few of them and tried to create some applications by using some techniques from the sample applications.  

In the Collections application, the collection activity custom object has a many-to-one relationsh...

By Hrayr Galoyan
I like both Sage 300 ERP and Intacct, and will write a series of articles comparing various features of the two systems. Today’s article is about revenue recognition. I have some experience with it in Sage so when I learned that Intacct supports it natively, I couldn’t resist investigating.
Basics of Deferred Revenue
The basic need in any revenue recognition applica...

by Kristi Feng
Each company has its unique business process.  With Intacc's flexible cloud infrastructure, you can make Intacct your own.
Intacct provides three ways to extend the systems:
Configuration
The following can be configured in the application

• Workflows
• Settings
• Dimensions
• Custom Fields
• Smart Events and Triggers
• Repor...

By Hrayr Galoyan
I recently attended Intacct implementation training. Having more than 15 years of experience with Sage 300 ERP (formerly Sage Accpac), it was very interesting to learn another mid-market ERP. As is usually the case, each of the systems has its strengths and weaknesses, and different customers may prefer different ERP, depending upon their business needs, priorities and corporate ...

CodePartners congratulates Joe Zhou and Derek Du, our newly certified Intacct Platform developers. The two completed training in March in San Jose, Calif. 
CodePartners’ addition of Intacct as a fully supported web-based ERP development foundation makes sense. Much of our experience and success comes from large web-based projects for North American direct clients and at least one Dallas...