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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!

Read More

on October 29, 2014 in Events by
Tagged With: Intacct, Intacct Advantage, BTerrell Group / 2389 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 / 2242 Views

CodePartners Adds Two Intacct Core Implementation Consultants

To become certified Intacct Core Implementation and Configuration consultants, Joe and Derek completed a 4-day course to learn the best practices and workaround to ensure successful implementations of Intacct for customers.

Congratulations, Derek and Joe!

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on February 24, 2014 in Application Development, General by
Tagged With: Intacct, Consultant, certified Core Implementation and Configuration / 2027 Views

Webinar: Creating Unity among Disparate Systems -- the Concur Uploader

Do you have clients who are considering moving to Intacct, but their Concur system will not integrate seamlessly?  
Do they need to transfer payment information from one system to another quickly and inexpensively?  
Are they concerned about duplicating information and the risk for potential errors?  

Do they wish their system could export data and import it directly into Intacct and automatically post the information in their General Ledger? 

 
If you answered YES to any of these questions, then we have the Webinar for you! 

Please join us on November, 21st, from Noon - 1 p.m. CST, for a presentation by Derek Du, the creator of our Concur Uploader Program!  


Where

Webinar, Register Here

Participants please use your computer's microphone and speakers (VoIP) or telephone.

United States
Toll: +1 (702) 489-0007
Access Code: 284-994-801
Audio PIN: Shown after joining the webinar

Read More

on November 13, 2013 in Events by
Tagged With: Concur, Concur Uploader, Intacct / 2153 Views

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