This 3 minute and 24 second video shows exactly how to use Sage Intacct to invoice customers for reimbursable expenses without the additional expense of Sage Intacct Project Costing and Billing, which many Quickbooks upgraders don't need. This option is also free and easy for BTerrell SmartSuite Members!
On Monday of this week, a BTerrell not-for-profit client called to let me know she was now billing for expenses under a grant she'd recently received, and asked me if there was any way to automate the process. Because she's a BTerrell Smart Suite Member, I was able to tell her that all BTerrell Marketplace Partner products are now available to BTerrell SmartSuite Members at no additional charge, and BTerrell Smart Billable Expenses? That's exactly what she needs.
I'm Brian Terrell, Managing Partner of BTerrell Group. We've been automating back-offices with Sage Intacct out of a North Texas office longer than anyone.
Recently, we added all BTerrell Marketplace Partner Products to the services and deliverables available at no additional charge to all BTerrell SmartSuite Members. That includes BTerrell SmartEFT, BTerrell SmartFX, and BTerrell Smart Billable Expenses.
Let me show you how BTerrell Smart Billable Expenses allows you to do two things at one time. All firms pay bills, and many of those bills are reimbursable to the firm by the firm's customers. There entered either as A/P Bills, Purchase Order Invoices, Employee expenses, or even General Ledger Journal Entries. Without Sage Intacct's Project Costing & Billing, accounting staff are probably keeping those expenses in an Excel spreadsheet and later entering them as Accounts Receivable Invoices. That's entering the same number twice...it's a time consuming process, and it's an opportunity for revenue leakage.
BTerrell Smart Billable Expenses creates the customer invoice at the point of the original entry of the expense. Here's an A/P Bill detail line being marked as reimbursable by a customer. When this bill is posted in the normal Accounts Payable workflow, a customer invoice is simultaneously and automatically posted. This is what I mean when we say we help BTerrell SmartSuite Members do more work with less effort.
BTerrell SmartSuite Members can install and use this and other BTerrell Marketplace Partner Products at no additional charge. It adds additional value to the BTerrell SmartSuite membership, which includes Sage Intacct, the one and only financial management application ever named by the AICPA as the Preferred Provider of Financial Applications. Give me a call and I'll probably be able to quote over the phone the low monthly price for BTerrell SmartSuite, including Sage Intacct, giving you unlimited access to the imagination of our consultants to unlock additional upside potential for Sage Intacct at your company.
Until then, insist on membership in BTerrell SmartSuite.
To learn more about Sage Intacct, BTerrell SmartSuite, and BTerrell Marketplace Partner Products, schedule an introductory call today using this safe link:
866.647.2611