BTerrell Group Blog

Kevin Yu

Recent Posts

Gain productivity with the Right Accounting System

Posted by Kevin Yu on Tue, Sep 02, 2014

As your company grows, you can no longer rely on complicated, error-prone spreadsheets for reporting, or use extensive manual processes for accounting tasks. You may be ready to move to a new accounting system. The right accounting system can translate to significant productivity gains through automation of manual tasks, improved decision making with real-time reporting and visibility and a strong foundation to support your business growth.  Make sure you chose the right accounting system for your business.productive Intacct worker  

Download the Intacct whitepaper, Eight rules for investing in a new accounting system”, written by one of CPA Technology Advisor’s Top 25 Thought Leaders in Public Accounting, Geni Whitehouse and learn how you can operate more efficiently and effectively, improve your audit and control capabilities, easily comply with GAAP and IFRS accounting standards, and manage multiple entities and foreign currency.

I hope this whitepaper proves informative and provides some helpful insights. 

Tags: accounting system, Intacct

Sage Summit 2014 Recap

Posted by Kevin Yu on Tue, Aug 19, 2014

A few weeks ago, I had the opportunity to attend Sage Summit 2014, held at the Mandalay Bay in Las Vegas. With over 5200 attendees, this was by far the largest conference I have been to. I got to play with 3D printers and even work with Fixed Assets using Google Glass!Google Glass at Sage Summit

The keynote sessions were amazing. Jessica Alba, Magic Johnson, and Twitter co-founder Biz Stone were just some of the speakers in attendance. I also attended many of the Sage Intelligence breakout sessions and I was impressed by how much dedication Sage has put into adding value to the product. Sage Intelligence Go!, the new cloud reporting app, was highlighted during the first keynote as well as some of the sessions. The product utilizes Excel Online to allow users to address key business challenges and make mission-critical decisions anywhere, anytime.

Watch the keynote videos here!

Tags: Sage Summit, business intelligence, BI, Sage

Scheduled SQL Server Data Export to CSV using SQLCMD

Posted by Kevin Yu on Tue, Jun 24, 2014

You may recall my blog article last month about using the SQLCMD utility to run a script from the command prompt to restore a database. Ever since then, I’ve found more and more opportunities for the SQLCMD utility to help me manage challenges in Microsoft SQL Server.

This time, the challenge was to generate a scheduled CSV output of data from SQL Server. I could get the data I wanted formatted correctly by using a SQL query and then copy/paste into Excel, but I needed to find a way to have this process done automatically, on a schedule. A little bit of Google-ing led me back to utilizing the SQLCMD utility.

I saved my SQL query that returned the data formatted the way I needed and then entered the text below in the command prompt line:

sqlcmd -S server\instance -i  c:\SQL_Query.sql -o c:\CSV_Output.csv -s”,”

This generated the CSV file, but I still required this process to be scheduled. I knew I could use Windows Task Scheduler to start a program on a schedule I specified, and since SQLCMD is run from the command prompt (cmd.exe), I set up a task to start cmd.exe and used the above text in the add arguments field.

 6 24image1

I’ve included a list of other arguments for your reference you can pass sqlcmd:

   -a packet_size

   -A (dedicated administrator connection)

   -b (terminate batch job if there is an error)

   -c batch_terminator

   -C (trust the server certificate)

   -d db_name

   -e (echo input)

   -E (use trusted connection)

   -f codepage | i:codepage[,o:codepage] | o:codepage[,i:codepage]

   -h rows_per_header

   -H workstation_name

   -i input_file

   -I (enable quoted identifiers)

   -k[1 | 2] (remove or replace control characters)

   -K application_intent

   -l login_timeout

   -L[c] (list servers, optional clean output)

   -m error_level

   -M multisubnet_failover

   -N (encrypt connection)

   -o output_file

   -p[1] (print statistics, optional colon format)

   -P password

   -q "cmdline query"

   -Q "cmdline query" (and exit)

   -r[0 | 1] (msgs to stderr)

   -R (use client regional settings)

   -s col_separator

   -S [protocol:]server[\instance_name][,port]

   -t query_timeout

   -u (unicode output file)

   -U login_id

   -v var = "value"

   -V error_severity_level

   -w column_width

   -W (remove trailing spaces)

   -x (disable variable substitution)

   -X[1] (disable commands, startup script, environment variables and optional exit)

   -y variable_length_type_display_width

   -Y fixed_length_type_display_width

   -z new_password

   -Z new_password (and exit)

 

I set up my task to run every night at 2AM and it is working perfectly. The SQLCMD utility helped me resolve two challenges in the past month and I hope to find more opportunities to use SQLCMD to share moving forward.

Tags: SQL, Microsoft

SQL Server Troubleshooting: Collation Conflict

Posted by Kevin Yu on Tue, Jun 10, 2014

 

I was working on a project last week that required me to create a JOIN that links two tables in the same database. Typically this is a relatively simple process, but when I tried to execute my query, I got the following error message:

6 10image1

 

 

 

 

I was surprised to see this message since a single collation is usually used throughout a database. I checked the collation for each column in the tables by using the following query:

                SELECT col.name, col.collation_name

                FROM sys.columns col

                WHERE object_id = OBJECT_ID(‘TableName’)

I found that the two tables I wanted to join were indeed using two different collation methods. In order to get around this issue, I forced which collation I wanted to use by using the COLLATE clause:

                SELECT *

                FROM Table1

                JOIN Table2

                ON Table1.ColumnA = Table2.ColumnA COLLATE SQL_Latin1_General_CP1_CI_AS

You can change either the first table’s collation method to match the second, or vice versa. You can also use COLLATE DATABASE_DEFAULT to use the default collation method set in the database properties.

I hope this will save you some time in the future when dealing with collation issues.

 

Tags: SQL, server, collate, collation

Saving Time with Intacct Shortcuts!

Posted by Kevin Yu on Fri, Dec 13, 2013

Intacct ShortcutsThere are great shortcuts to help you navigate Intacct quickly and efficiently. For those of you already familiar with Intacct shortcuts, I hope you learn at least one new shortcut to help you navigate Intacct more efficiently.  For those of you who are not familiar, I hope you find the below lists very useful as you begin using Intacct.  

While, a handful of these shortcuts are standard across many products, some are specific only to Intacct.

Shortcut Key

Description

Alt+S

Save

Alt+Q

Cancel

Alt+W

Save this record and start a new one

Alt+U

Populate from last bill/invoice

Alt+P

Display the pick list (not available in FireFox)

Alt+K

Go back from an error message

Tab

Move your cursor from the current field to the next field

Spacebar

Select a checkbox

Up/Down

Navigate a drop-down list

Ctrl+Up/Down

Open and close the detail area for a line item in data entry screens

Alt+D+Enter

Open a separate browser tab in Intacct. This is powerful when you need to look at one screen while you do a related task in another, or if you are comparing two reports.

 

The following shortcuts are most useful when selecting items from a drop-down list.

Shortcut Key

Description

Alt+Down arrow

View the drop-down list

Up and Down arrows

Move up and down the list

Tab

Select an item and move to the next field

Letter Key

Jump to the first item starting with that letter

Sequence of Letter Keys

Autofill the input box. For example, if you type Tex in a location box, the system displays Texas. If you type Ne, the system displays a list that could include Nevada, New Jersey, New Mexico and New York.

 

The following shortcuts are used to add a date in a date field. I find these shortcuts very useful in my everyday work and I think this is where many of you will learn new shortcuts to use in your daily Intacct practice.

Shortcut Key

Description

t

current date (today's date)

+

increments current date by one day

-

decrements current date by one day

w

first day of the current week

k

last day of the current week

m

first day of the current month (Type m again to go to the first day of the prior month)

h

last day of the current mont(Type h again to go to the last day of the prior month)

y

first day of the current year

r

last day of the current year

Alt+Down keys

open or close calendar

Enter

select

Esc

close

 

Note: The following date shortcuts are powerful; they produce results based on the date format chosen by your company. The following are results assuming a dd/mm/yyyy date format:

Shortcut Key

Description

[n]

'n-th' month, current day and year

/[n]

'n-th' day of the current month and year

//[n]

Select an item and move to the next field

 

Examples: Today's date is December 09, 2013. In the following scenarios, you want to enter a date with the same day and year, but change the month to 8 for August (you can change the day or year in a similar fashion):

Date Format

Description

mm/dd/yyyy

Enter 8 (for August) and tab to the next field. The system populates the date field with 08/09/2013

dd.mm.yyyy

Enter /8 (for August) and tab to the next field. The system populates the date field with 09.08.2013

yyyy-mm-dd

Enter /8 (for August) and tab to the next field. The system populates the date field with 2013-08-09

 

Calendar shortcuts: When the calendar is displayed, you can use the following shortcuts to enter dates:

Shortcut Key

Description

PgUp/PgDn

previous/next month

Ctrl+PgUp/PgDn

previous/next year

Ctrl+Home

current month or open when closed

Ctrl+left arrow/right arrow

previous/next day

Ctrl+up arrow/down arrow

previous/next week

Enter

accept the selected date

Ctrl+End

close and erase the date

Esc

close the calendar without selection

 

You can also perform simple calculations right inside Intacct’s numeric fields. When an arithmetic operator is used, Intacct displays a “tape” to view your calculations.

Shortcut Key

Operation

+

open the calculator and start adding

-

open the calculator and and start subtracting

*

open the calculator and start multiplying

/

open the calculator and start dividing

=

display current result

Enter

add result to the numerical field

 

I hope you find these shortcuts useful and learned something new, even if it was just one! I challenge you to pick a few shortcuts and actively use these next week. They will become second nature before you know it and save you time in the future!

Tags: Intacct Shortcuts, ERP, Intacct