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What Makes Workforce Go! a World-Class HRMS Integration with Intacct?

With the official launch of Workforce Go! at Intacct Advantage in November, we’ve received many requests for a more in-depth look at what makes the integration between Intacct and AmeriFlex Workforce Management Solution world-class.

With that in mind, please join us for a webinar as Brian Terrell walks you through some of the features of Workforce Go! and AmeriFlex Workforce that extend the reach of Intacct to help your clients get the most out of their solution.

Date: Thursday, December 11, 2014
Time: 12:00-12:30 pm Central Time
Featuring: Brian Terrell - CPA and Founder of CodePartners, a division of BTerrell Group

Workforce Go! extends the reach of Intacct by allowing cloud-to-cloud, two-way synchronization and fully supports Intacct standard and user-defined dimensions. Workforce Go! provides one click or completely automatic synchronization between Intacct and AmeriFlex Workforce. Currently, the integration supports payroll transactions and Intacct dimensions.

Join us for this webinar to:
* See a more in-depth look at Workforce Go!
* Get an overview of AmeriFlex Workforce Management Solution
* Understand the pricing structure of the offerings
* Have your questions answered by BTerrell Group

Register today to attend this webinar! 

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on December 5, 2014 in Events, Products by
Tagged With: Workforce Go!, workforce go, AmeriFlex, HRMS integration with Intacct, Intacct HRMS / 11825 Views

The BTerrell Group Advantage Preview: What Not to Miss at Intacct Advantage 2014

Intacct Advantage is THE conference for Intacct customers and partners; so developing an action plan in advance is key to getting the most out of your time there. 

Join us for a sneak peek of everything we’re bringing to Intacct Advantage and hear more about our top picks not to miss this year! 

Date: Thursday, November 6, 2014
Time: 11:00 – 11:30 am Central Time
Featuring: Brian Terrell – CPA and Founder of CodePartners, a division of BTerrell Group

If you’ve seen us or spoken to us in the last few months, you probably know about our newest product, Workforce Go!, but that’s not all we’re bringing with us! 

Highlights include:
• A showcase of our Intacct-related products, including our newest offering, Workforce Go!
• Where to find us on-site
• Keith Karnes’ session, “Using the Intacct Platform to Drive Your Unique Business Practices”
• Adaptive Insights
• And more!

We hope you’ll take "advantage" of this preview webinar as you plan your visit to Orlando! We’re looking forward to seeing you online AND at Intacct Advantage 2014!

Register to attend the webinar now!

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on October 29, 2014 in Events by
Tagged With: Intacct, Intacct Advantage, BTerrell Group / 12016 Views

Webinar: Workforce Go! – World Class HRMS Integration with Intacct

The most important asset most businesses have is their workforce, and your Intacct clients can now take advantage of fully integrated HRMS technology to manage their workforce!

Please join us for a webinar as Brian Terrell introduces Workforce Go! - a world class integration between Intacct and Kronos Workforce Ready®.

When: October 16, 2014, 12PM Central Time
Where: Online
How to Register: https://attendee.gotowebinar.com/register/6631841084031554050
Presented by: Brian Terrell, CPA and Founder of CodePartners, a division of BTerrell Group

Workforce Go! extends the reach of Intacct by allowing cloud-to-cloud, two-way synchronization and fully supports Intacct standard and user-defined dimensions. Workforce Go! provides one click or completely automatic synchronization between Intacct and Kronos Workforce Ready. Currently, the integration supports payroll transactions and Intacct dimensions.

During this webinar, you will learn more about how Workforce Go!:
* Supports Intacct's best in class strategy
* Eliminates manual imports/exports or payroll and human resources transactions
* Allows users to choose a price competitive payroll processing service or an in-house option

Come hear why Workforce Go! makes Kronos Workforce Ready the best HRMS solution on the market to help your Intacct clients get the most our of their solution! Register today!


 


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on October 7, 2014 in Events, Products by
Tagged With: Workforce Go!, HRMS, Brian Terrell, HRMS integration, Kronos Workforce Ready HRMS / 13373 Views

Webinar: How to Improve the Efficiency of Data Maintenance in Intacct

Do your clients need to import large amounts of data to Intacct from files that do not conform to Intacct's import specifications? Do they sometimes need to mass update or delete information Intacct? Is data migration a burden on their time as a result of multiple file formats and slow, manual imports? They are not alone! These are very common occurrences for many businesses.

Join us for a webinar as Hrayr Galoyan demonstrates a simple, effective tool to improve the efficiency of your clients' data maintenance in Intacct.


When: September 18, 2014, 12PM Central Time
Where: Online
How to Register: https://attendee.gotowebinar.com/register/5738094260540156930

During this webinar you’ll see:

 

  • How to effortlessly import data from a CSV file directly in the General Ledger in Intacct
  • How to mass update and mass delete information in Intacct
  • How to query data from any object in Intacct

Join us September 18 to see how simplifying these processes can help your Intacct clients save time and get the most out of their ERP solution!

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on September 4, 2014 in Events, Products by
Tagged With: webinar, CodePartners, Intacct, data upload, file upload, data import, Intacct query, mass delete Intacct, mass update Intacct, import csv Intacct / 11721 Views

Webinar: How to Change Employee Numbers and National Accounts in Sage 300 ERP

Changing employee numbers and national account numbers in Sage 300 ERP can be a daunting task because of limitations in the system. Join us for a webinar as Hrayr Galoyan demonstrates the easiest way to change employee numbers and national account numbers in Sage 300 ERP!


When: August 21, 2014, 12PM Central
Where: Online
How to Register: https://attendee.gotowebinar.com/register/4009450874807661569


Employee Number Change allows the change of an existing employee number to a new employee number across the system. The process finishes in mere seconds and works with US and Canadian Payroll.


National Account Change allows the user to change or assign national accounts for all selected customers, even if a customer has an outstanding invoice. Batch processing enables multiple customer records simultaneously.


Employee Number Change and National Account Change are two of the most requested components we offer for Sage 300 ERP. Join us to see how these components can help your clients save time, eliminate lengthy processes, reduce errors, and get the most out of their ERP solution!

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on August 5, 2014 in Events, Products by
Tagged With: Sage 300 ERP, Sage 300 ERP, employee number change, national account change / 12812 Views

Webinar: How to Simplify Billable Expense Allocation in Intacct

Do your Intacct clients incur expenses that should be billed directly to their clients? How much time do they spend associating expenses to the appropriate clients before generating invoices? Fortunately for your clients, CodePartners developed a solution to streamline this process.

 

Join us for a webinar as we demonstrate how simplifying the billable expense allocation process can help your clients save valuable time and reduce errors.

 

When: July 17, 2014, 12PM CDT
Where: Online
How to Register: https://attendee.gotowebinar.com/register/8425373245222282497  

 

During this webinar, Hrayr Galoyan, Director of Business Analysis, will show you:

- How to enter billable employee expenses and associate them with a customer
- How to enter billable AP expenses and associate them with a customer
- How to automatically generate customer invoices for the AP and employee expenses

 

 Join us July 17 to see how simplifying this process can help your clients save valuable time, reduce errors, and get the most out of their ERP solution!

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on July 3, 2014 in Events by
Tagged With: billable expense allocation, CodePartners webianr, expense allocaton, webinar, Intacct, billable expense allocation in Intacct / 36061 Views

Webinar: How to Improve Processing Time with Create PO from OE and PJC Project Copy

Do your Sage 300 ERP clients generate purchase orders based on orders created in the Order Entry module? Do they spend a lot of time creating new projects in the PJC module that are similar to past projects, but not 100% exact copies? Thankfully, CodePartners has a time-saving solution for each of these tedious, manual tasks! 

Join us for a webinar as we demonstrate two of CodePartners’ trusted components, Create PO from OE and PJC Project Copy!

When: June 19, 2014, 12PM CDT
Where: Online
How to Register: https://attendee.gotowebinar.com/register/3965876128113577218 

During this webinar, Hrayr Galoyan, Director of Business Analysis, will show you:

* How to create a purchase order on the fly while entering a sale order
* How to copy individual projects and settings from one PJC contract to another
* How to customize what information gets copied between PJC contracts

Join us June 19 to see how automating and simplifying these processes can save your clients valuable time and help them get the most out of their ERP system!


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on June 5, 2014 in Events, Products by
Tagged With: CodePartners, webinar, component webinar, PJC, Create PO from OE, OE, PO, PJC Project Copy, Order Entry module / 13228 Views

Webinar: How to Save Valuable Time Using Automation to Import Data

Do your clients import a lot of information manually into Intacct? Are mistakes being made due to manual processes? Unfortunately, the answer of “yes” is a very common response for many businesses. Whether companies are used to their current processes or worried about the ramp up time or expense involved with a change, the fact remains that too much valuable time is wasted on labor-intensive processes. In addition, mistakes are often made due to incorrect mapping and keystroke errors. Thankfully, rectifying these problems is what CodePartners does best!

Join us for a webinar as we demonstrate a smart rule-based data entry automation tool as an example of how we can help your clients save valuable time on data entry.

When: May 15, 2014, 12PM CDT
Where: Online
How to Register: https://attendee.gotowebinar.com/register/6710773920868579842  

During this one-hour webinar, Hrayr Galoyan, Director of Business Analysis, will show you an automation that imports daily bank activity data from Bank of America directly into Intacct using a set of rules constructed by CodePartners. Specifically, you will see:

- How to import information into Intacct using a CodePartners automation
- How to map information in the import file to fields defined in Intacct
- How to define dimensions to be used in the import

Join us May 15 to see how automating data entry can be the solution for your clients!

This webinar is complete. If you wish to view a recorded copy of it, please click here.

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on May 8, 2014 in Application Development, Events by
Tagged With: data entry automation, import data, Webinar, process automation, Intacct / 14773 Views

Webinar: Saving Time with Company Duplicator and OE Ship/Invoice All

Do your clients ever need to copy a lot of information from one company to another in Sage 300 ERP? Do they spend a lot of time invoicing and shipping from Order Entry? These manual tasks weigh down people in many organizations, and thankfully CodePartners developed the solutions to each of these problems.

 

Join us for a webinar as we demonstrate two CodePartners solutions, Company Duplicator and OE Ship/Invoice All.

When: April 17, 2014, 12 PM CDT

Where: Online

How to Register: https://attendee.gotowebinar.com/register/4531511087671469826 

 

- What information can be replicated between companies using Company Duplicator

- How to easily ship and invoice outstanding orders, or just invoice outstanding shipments

- Different variations of the CodePartners OE Ship/Invoice All component

 

Join us April 17 and see how these solutions can have a positive impact for you and your clients!

This webinar is complete. If you wish to view a recorded copy of it, please click here.

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on April 9, 2014 in Events, Products by
Tagged With: Company Duplicator, OE Ship/Invoice All, Sage 300 ERP, CodePartners Webinar / 14083 Views

Webinar: Combining Sage CRM and Intacct for Better Management


When: March 20, 2014 12PM CDT

Where: online

To register, click here: https://attendee.gotowebinar.com/register/6776832578247752962

 

During this one-hour webinar, you'll learn our methodology for tracking projects from initial prospect through to final billing using the power of Sage CRM and Intacct. We'll show you how we:

  • Promote opportunities from Sage CRM to Intacct
  • Track opportunity progress in Sage CRM and track project process in Intacct
  • Perform billing and revenue recognition in Intacct

Let us show you the simple customization we did to make this happen quickly and easily!

This webinar is complete. If you wish to view a recorded copy of it, please click here.

Read More

on March 12, 2014 in Events by
Tagged With: Sage CRM, Intacct, sales management, project management / 15203 Views
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