by Brian Terrell

Recently, I spoke with a leading Intacct business partner about the opportunities and challenges of tailoring Intacct to the exact needs of the customer. The world loves to call this customization, but I have never liked that word. I feel it implies that the product misses a feature or is otherwise incomplete. I prefer to call these types of development efforts “automation...

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 ...

by Joe Zhou
Injection Parameters and Conditions are the two most important pieces when it comes to writing a smart rule or a smart event in Intacct. Injection Parameters are the paths and fields that make up an injection. A typical injection parameter starts with the name of the object you want to extend, followed by a period and then the name of a field within the object. A curly bracket and...

by Joe Zhou

I have a client that wants to download the supporting document attached to an AP Bill programmatically. Without a doubt, Intacct XML API is the best option for the job because of its flexibility and adaptability. The only question is, can it be done using version 3.0 alone. It turns out that I had to use both version 2.1 and version 3.0 to complete the task. 

Step 1. Find the Re...

by Joe Zhou
Prior to attending Intacct Advantage 2013, our team wrapped up our first Intacct and Sage CRM Integration project. 

This project began out of necessity for the sales team to initialize an opportunity in Sage CRM and automatically promote this opportunity to Intacct once the opportunity becomes a project. To create a project in Intacct, the sales team begins the workflow by i...

by Joe Zhou
I recently worked on a custom project using Intacct Platform Services. One of the custom objects I created is a look-up table with a many-to-many relationship with AR Invoice and Customer standard objects. When this object is in the View mode, it must show the associated customer’s name. Thus, I defined a related field to accomplish that. The only problem with a related field is ...

by Joe Zhou
The ultimate goal of creating Intacct Smart Rule conditions is to generate warning/error messages so the end user can enforce business rules on financial management activities within their business.  Initially, it may be quite confusing, as the condition you are creating to trigger the warning/error is for success as opposed to a failure, if the condition is not met.  Within...

by Joe Zhou
There are so many ways to import data into Intacct. The most straightforward method is to prepare a CSV file that conforms to the format requirements of the object, manipulate the data in Excel, and use the Intacct import function to load the data. In this article, I will share with you a different approach that doesn’t require Excel and Intacct’s export and import buttons....

By Joe Zhou

For an Intacct Platform Services developer, a best practices is to validate all user input before it is saved. The reason is obvious: people make mistakes and data validation can help eliminate user errors.

So, here is how I use a validation trigger to validate user input.  

A custom object, “Object A,” has many relationships to Customer and AR Invoice objects. When...

By Kristi Feng

Last week Joe showed us how to update a record name field with a trigger in Intacct Platform Services (see blog). There is another way to do this in Intacct Platform Service.
In Object's Properties and Attributes, there is a place for Record Name Template. You can enter the script in this field and the name will populate according to your script. We don't have the merge field helpe...