BTerrell Group Blog

Kevin Yu

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Customize Intacct Invoice, Reports and Forms

Posted by Kevin Yu on Wed, Nov 20, 2013

Tired of dealing with complicated report writing software or needing assistance from your IT department when you want to create a simple report? Wait no longer! Intacct makes creating customized documents and the ability for you to write custom reports very easy.

Intacct provides editable templates, in MS Word format, for customizing documents you send to customers, such as invoices, sales orders, and quotes. These templates use mail merge fields that refer to Intacct fields. Intacct also provides a Custom Document Toolbar add-in for MS Word making it very simple to find and insert the correct merge field into your document. Since all of the editing is completed in MS Word, the look and feel of forms, such as invoices, sales orders, and quotes are limited by only your imagination, MS Word skills, and the formatting capabilities of MS Word.


Intacct Custom Document Toolbar

With Intacct’s custom report wizard and financial report writer, you can easily create reports that capture and track the metrics most important to you.  For example, the report writer below takes you step-by-step through the creation process, allowing you real-time visibility into your performance, ultimately helping you manage your organization’s growth. You can view the performance any way you prefer, as well as achieve higher quality information without the extra costs, reporting tools, and IT effort.

Intacct Custom Report Wizard & Document Report Writer


Interested in learning more? Please contact me for a free 30 minute consultation!

Tags: Intacct, Intacct Customization

Sage 300 ERP: Save Time With Shortcuts!

Posted by Kevin Yu on Sun, Nov 10, 2013

Sage 300 ERP TimesaversEver wonder how much time you spend switching between your mouse and keyboard when entering large amounts of data?  With these Sage 300 ERP shortcuts, you will no longer ask yourself this question.  The following Sage 300 ERP shortcuts allow you to navigate most screens by only using your keyboard.


Key Description
Page Up Go to the first (top) record visible in a list
Page Down Go to the last (bottom) record visible in a list
Ctrl + Page Up Go to the first record in a Finder list
Ctrl + Page Down Go to the last record in a Finder list
Ctrl + Tab Move out of a grid or list to the first button or field following the grid or list
Ctrl + Shift + Tab Move out of a grid or list to the button or field directly above the grid or list
Home Go to the first entry in a list
End Go to the last entry in a list
Tab or Enter Go to the next column
Shift + Tab or
Shift + Enter
Go to the previous column
Alt + C or
Alt + F4
Close a form or dialog box
Alt + E Open the Set Criteria dialog box to specify records that will be displayed in the Finder
Esc Cancel or close a pop-up form (for example, the calendar or a form opened with the Zoom button)
Up Arrow or
Down Arrow
Go up or down one line in a grid
F1 Display Help
Alt + H Display the Help menu
F2 Turn the edit mode in a list or grid on or off
F4 Display the calendar for a date field
F5 Disply the Finder 
F7 Disply the information for a record
F9 Open a detail form that displays more information about the selected record
Shift + F9 Open a second detail form (called the Zoom Detail) from a detail form
Alt + Down Arrow Display available selections for a field
Insert or
Ctrl + Insert
In a table, insert a blank row to add a new record
In a field with a New button beside it, begin a new entry
Delete or
Alt + D
Delete the selected row or record
Alt + A Save a new record
Alt + S Save changes to the displayed record


Of course, using your mouse as well will be more efficient as you learn to use these shortcuts. But, over time taking advantage of some of these shortcuts may add up to hours of time saved.  Happy shortcutting!

Tags: Sage Accpac ERP, Accpac, Accpac ERP, Sage 300 ERP, ERP Accpac, Sage 300 ERP Shortcuts, sage accpac shortcuts

My Intacct Advantage 2013 Experience

Posted by Kevin Yu on Fri, Nov 01, 2013

I was very fortunate to attend Intacct’s Annual User Conference last week in Las Vegas. Since this was my first conference to ever attend, I really had no idea what to expect.

Humongous burgerMy first meal at the conference was a mushroom swiss burger.  I consumed all my week’s calories in this one meal!  Check out this picture! The burger is definitely larger than the picture portrays

Then, at the opening keynote address, an electric string quartet came out playing rock music. What?! 

Now, on a more serious note, I was thrilled to see and hear firsthand how Intacct continually enhances their cloud ERP solution. I am particularly excited for their new dashboard functionality releasing in November.  I also enjoyed interacting with other partners and learning about their best of breed solutions they integrate Intacct with to provide the most value to their customers.  In-between all of the food, music and networking, I also learned many new features and best-practices by attending key break-out sessions, workshops, and panel discussions throughout the week.

Intacct Advantage 2014Overall, I could not ask for a better first conference experience. I left feeling re-energized about Intacct’s customer offerings and I can’t wait for Intacct Advantage 2014!

Tags: ERP, Intacct, cloud, cloud erp, cloud accounting software

Troubleshooting Sage 300 ERP Issues with RVSpy

Posted by Kevin Yu on Thu, Oct 10, 2013

When troubleshooting issues with Sage 300 ERP or integrated 3rd party applications, a great tool to use is RVSpy.

To run RVSpy, go to Start > All Programs > Sage > Sage 300 ERP 2012 > Tools > RVSpy. Below is an example of the RVSpy window:

RVSpy Window Example resized 600

RVSpy is very useful because it records all API calls to the Sage 300 ERP views. You can choose to output to the RVSpy window or write it to a file. When outputting to the RVSpy window, I like to change the number of lines to 9999 so have a higher likelihood of capturing any errors if they do not occur at the end.

RVSpy4 resized 600   RVSpy

Be sure to turn RVSpy Off when the error occurs.

Turn RVSpy Off

By doing so, the problem will be near the bottom of the log file.

Please note that while RVSpy is On, Sage 300 ERP processes will run significantly slower. If you are able to determine exactly when an error occurs, you can leave RVSpy off and turn it on right before the error happens to speed up the process.

Want more tips and tricks like these? Subscribe to the BTerrell Group blog (in sidebar on left).

Tags: Sage 300 ERP, RVSpy

System Requirements for Sage 300 ERP 2012

Posted by Kevin Yu on Mon, Sep 16, 2013

Sage 300 ERP 2012 Compatibility GuidePeople have been asking us what type of environment they need to have in place to run Sage 300 ERP most effectively. Check out this PDF for the latest requirements and supported platforms for Sage 300 ERP 2012.

Please note that Sage 300 ERP 2012 is not officially compatible with Office 2013. However, Sage is anticipating the release of Product Update 2 by the end of September 2013, which will include Microsoft Excel 2013 32-bit compatibility with Financial Reporter.

Be sure to contact BTerrell Group if you need help scoping out requirements or need any assistance with Sage 300 ERP.

Tags: Sage 300 ERP