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Building Intacct Customizations to Bridge Intacct and Legacy Systems

by Joe Zhou

One of our Intacct customers, a wireless service reseller, approached us with a need to build an on-premise, Windows-based application to manage their existing Intacct integration written in PHP using the WAMP stack. After we reviewed the requirements, we proposed two options for the client to consider. The first one is to build exactly what the client requested. The other option is ...
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On July 30, 2014 in Development, Integration [Post:by] Comment 0
Tagged With: Intacct Platform Services, Intacct, RET API / 3532 Views

Favorite Articles for the Week of July 25

by Emma Tsai
Here are a few of my favorite articles from this week:
1.     Confused When Migrating Applications to the Cloud? 10 Considerations That Will Expose a Cloud Onboarding Charlatan
The article provides some insights and helps you differentiate between offerings while you are migrating applications to the cloud.
2.     How to Make Your Website More M...
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On July 25, 2014 in General [Post:by] Comment 0
Tagged With: code, computer science, mobile-friendly websites, cloud / 1637 Views

How to Simplify Billable Expenses with Intacct

by Hrayr Galoyan
Some companies incur expenses on their customers’ behalf, and need to get reimbursed. For example, a real estate management company may need to hire a plumber to fix a leak in one of the properties they manage. Since they don’t own the property, they need to be able to bill the owner for the expense they incurred. Intacct supports this functionality, but only through t...
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On July 23, 2014 in Development, Products [Post:by] Comment 0
Tagged With: billable expenses, Intacct / 3318 Views

Check Debugging Information with the “debugview.exe” Tool

by Jacky Xu Sometimes we need to check some debug information, but do not want to create a log file. We can use a tool named “debugview.exe” to monitor the debug output. 
The tool is developed by Sysinternals. And you can download it from the Microsoft website. For a .net developer, it is very simple to get a program’s output debug information. Try this:
Debug.WriteLine...
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On July 21, 2014 in Development [Post:by] Comment 0
Tagged With: .NET, debug, Windows / 33623 Views

Favorite Articles for the Week of July 18

by Joe Zhou

Here are my favorite articles I read this week:
1.       To Sync or Not to Sync
This article clarifies the role of asynchronous programming and helps you make the right decision.
2.       5 reasons why bugs still plague us
InfoWorld’s article explains why you need to spend time locking down your code.
3.  &n...
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On July 18, 2014 in General [Post:by] Comment 0
Tagged With: app design, app development, ASP.net / 1896 Views

Creating an Outbound Call List Detail for a Person in Sage CRM

by Kristi Feng

Recently, we received a request to show the number of attempts, comments, and the time the call got through for the Outbound Calls under Person’s Tab.

To do this, we will need to do the following

·         Create a new view under Administration -> Customization -> Secondary Entities -> Outbound Call Lists -> View...
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On July 16, 2014 in Success Stories [Post:by] Comment 1
Tagged With: outbound call list, customization, Sage CRM / 3071 Views

Account Beginning Balances Journal vs General Ledger Journal

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...
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On July 14, 2014 in General [Post:by] Comment 0
Tagged With: general ledger, Intacct, Opening balance / 36358 Views

Top Articles for the Week of July 11

by Brian Terrell
Here are my favorite articles I read this week:
What do you know about the force majeure clause in your IT services contract?
This article offers some tips to help you write a force majeure clause for your IT staff augmentation deal. 
The Path to Paperless HR
Johnny Laurent shares how paperless HRMS lowers costs and increases efficiencies.
How to Identify a Quality Captive Ce...
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On July 11, 2014 in General [Post:by] Comment 0
Tagged With: contracts, HRMS, IT staff augmentation, staff augmentation / 1733 Views

Customizing Sage CRM to Track Electronic Signatures

by Emma Tsai
Recently, we worked on a project that integrates Sage CRM with EchoSign, an electronic signature solution, to help our client manage their digital documents. This integration allows users to send emails with merged documents on Sage CRM screens through EchoSign. Then EchoSign sends the documents for signatures following the specific, pre-defined signing order and manages the document ...
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On July 9, 2014 in Development, Success Stories [Post:by] Comment 0
Tagged With: customization, EchoSign, Sage CRM / 2916 Views

The Easiest Way to Test a SQL Server connection

by Derek Du

The other day I found an interesting way to test a SQL Server database connection. It is very easy, and quicker than what I usually do. For those of you who like moving pictures, here is a video tutorial.

To test a database connection, I usually make sure a port is open by using the Telnet command and then use a tool like SQL Command Line, or SQL Server Management Studio, ...
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On July 7, 2014 in Development, Project Management [Post:by] Comment 0
Tagged With: Test connection, SQL server, UDL file / 2075 Views
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