by Joe Zhou

Our development team specializes in Intacct customizations and integrations since March 2013. During the past 21 months, we implemented many Intacct integration projects for various clients. When I look back on these projects as the year comes to an end, I can group them into the following categories.
 
1.       Standalone Web Applications
A good ex...

by Emma Tsai

A few months ago, I had a conversation about automated process with a client who provides food and goods delivery service. The client complained that they currently have to manually input AR invoices into Sage 300 ERP according to the invoices generated by their new IDS Dispatch system. Due to a lack of integration between the two systems, they ended up doubling the work. After we r...

by Brian Terrell

Recently, I discussed several potential projects with Sheila Zhang, one of the very experienced and excellent Intacct and Sage Business Analysts working at CodePartners.  Sheila and I had just completed a discovery call with a Business Partner and their client on an opportunity to automate a complex and mission critical business process for this client.  At o...

by Hrayr Galoyan

I recently worked on integrating Intacct with Salesforce. There is an existing integration package, and the manual that comes with it is pretty good. However, I faced several issues that the manual did not cover, and most were related to Salesforce functionality. This was my first time integrating Intacct and Salesforce. Fortunately, Salesforce has an outstanding support team; t...

by Brian Terrell

It’s no secret that owners of small- and mid-sized businesses (SMBs) wear many hats including payroll clerk, benefits manager, receptionist, office manager, and even mediator! In fact, according to the U.S. Small Business Administration, small business owners spend up to 25 percent of their time handling HR functions such as payroll, taxes, and benefits.

Unfortunately, o...

by Kristi Feng
A SmartLink Click in Intacct allows us to embed intelligent hyperlinks into forms and reports. The hyperlinks can be based on conditional information about the objects in Intacct. We need to enable Platform Services or Customization Servers before adding a new SmartLink Click.
When we create a SmartLink Click, we usually focus on two main properties:

• Target (required): This is ...

by Kristi Feng
Last week, I decide to check into how to use Intacct Web Service API to show Intacct Customer data in Sage CRM using classic ASP. I want to show the Name, Terms, and Total Due Amount from Intacct on a new tab under a Sage CRM company. To do this, there is a need to store a common code between the two systems. I added a new field under Sage CRM Company to store the correspo...

As 2013 comes to a close, I have reflected upon the past year, and all of our changes, highlights and company direction. Some of these are probably worth noting to you, to see where the company is heading.

Added Intacct developers to our team. Well, technically, some of our team members attended training to become Intacct Platform Services and API developers. Other members of our team are now In...

 
I love systems integration projects. If executed successfully, they are very rewarding for all parties involved. For the end user, they provide much needed automation and integration between otherwise unconnected systems; no more manual entries and user errors. For Sage business partners, it makes it more difficult for clients to switch to another ERP system, thus help...

by Hrayr Galoyan
“What on earth is Coupa?" I asked myself this when I heard about Coupa for a recent project. I quickly learned Coupa is a procurement system designed for businesses to simplify purchasing and ensure the users’ interaction is easy and enjoyable, as if you are shopping on Amazon.com. Technology supposedly makes our lives easier and more enjoyable. However,...