BTerrell Group Blog

Revel and Intacct Integration

Posted by Joe Zhou on Mon, Apr 20, 2015

As a developer who builds high-quality integrations and customizations on the cloud-based Intacct platform, I constantly get requests to build an integration that pulls data from a system into Intacct. Often times the system I need to interface with is a legacy system.  A lot of these legacy systems share the same characteristics, such as on-premise, closed-loop, stand-alone, etc. When integrating with such systems, an intermediary file and a daily scheduler are often required to transfer the data from this system to Intacct.

 

Recently, I worked with the iPad based-Point of Sale (POS) system Revel. Our business partner’s client is in the restaurant business and has multiple Revel iPad based POS devices deployed in their different stores. The business partner booked the sales manually on a daily basis. Because of our expertise on the Intacct platform, they contracted us to automate the process for thier client.

Unlike legacy systems, Revel exposes an open and modern RESTful API that allows third-party developers to easily integrate with their API. So, I was able to  understand their API quickly and turn it around a working solution within a week. The integration is based on ASP.NET WebAPI and hosted in Microsoft Azure. Here's how it pulls the daily sales into Intacct:

  1. BTerrell API sends a request to Revel REST API via HTTPS for all stores to retrieve the sales reports daily.
  2. Revel REST API returns the sales reports in JSON format.
  3. BTerrell API parses the JSON data and then converts it into a XML file that conforms to the Intacct XML API format.
  4. BTerrell API invokes an Intacct API call by submitting the XML file prepared from the above step.
  5. If the above steps succeed:
    1. Daily sales are booked to a private entity as a single GL batch in the Sales Journal in Intacct.
    2. A success message is logged.
  6. If the above steps fail, a message indicating the nature of the failure and appropriate next steps is written to a failure log.

The diagram illustrates the workflow.

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Tags: erp integration, automation, Intacct Customization

Adding Value to Intacct and Sage End-user Companies through Additional Automation

Posted by Brian Terrell on Wed, Mar 25, 2015

I’m blessed to work with BTerrell Group, a leading Intacct and Sage business partner, as well as a leading software development company through our CodePartners division. The most fun I have is working with other Intacct and Sage business partners, as well as BTerrell clients, to achieve the “last mile” of functionality in an Intacct and Sage implementation. Both of these great mid-market finance and accounting software publishers have industry recognized applications delivering 80-95% of the functionality most client companies need. Not always, but sometimes, those same client companies will need that “last mile” of technology to achieve the complete value proposition of their automation investment, and BTerrell delivers that. The “last mile” might mean integration to a line-of-business application or other transaction data source, or it might mean automating a business process within the software platform to string together many detailed processes with the click of a button!

Recently, I wrote a blog article on the CodePartners web site, which displays actual feedback from a consultant who engaged our firm to automate a very complicated process. This work saved that client company $12,000 per year. That return compares favorably to the annual subscription price, or otherwise no sane business person would go forward. This transaction increases the enterprise value of three companies: the client company, the business partner, and BTerrell!

Read all about the win-win-win and then contact us to discuss how we can create a win for you, too!

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Tags: automation, successul automation

Relieving Pain Points through Automation and Software Integration

Posted by Meredith Gooch on Tue, Jan 18, 2011

One of our newest employees described BTerrell Group well earlier this week. He said, "I see this company as specialist in pain management; we try to reduce the pain mid-size companies feel as they begin to grow and become more complex organizations." He is exactly right!

These pain points, or bottlenecks, could be as simple as outgrowing their financial systems, customer management-related issues, or even lack of integration between separate software systems. As resellers of mid-level accounting, customer relationship management (CRM), and HR software, we help our customers overcome these bottlenecks.

Of course, no business is exactly the same, and our ability to successfully meet our clients individual needs through automation is one advantage we have over our competition! We employ a team of programmers who are constantly developing modifications to the software that we sell to improve individual business processes for our customers.

Here are a couple recent examples of how we’ve helped our clients:

  • Integration between handheld scanners and an inventory control system freed $400,000 in working capital for a manufacturing company.
  • Automating inventory receipt from handheld scanners at field locations to a centralized inventory control system saved a restaurant $100,000 per year by transferring the cost of collecting data from the higher paid corporate staff ($50,000/year) to lower cost restaurant staff ($25,000/year) for 16 locations.

If you are experiencing these or similar pain points in your organization, contact us today! We want to help you, and our 20 years of successful history proves that we can.

Hooray!

Tags: CRM, accounting software, automation, BTerrell Group, software integration, HR software

Keys to Successful Process Automation

Posted by Meredith Gooch on Wed, Mar 17, 2010

$400,000 in additional working capital, $100,000 saved in labor costs, 60 hours reduced data processing per pay period, and 50% increase in market share. These are the kinds of results gained from successful process automation projects. Download this whitepaper to discover what makes this possible.

Tags: automation, CodePartners, whitepaper

Live Webcast: Orchid Systems' EFT Processing and Process Scheduler

Posted by Meredith Gooch on Tue, Jul 21, 2009

EFT Processing allows you to process both AR Receipts and AP Payments via Electronic Funds Transfer with your bank, thereby reducing your payment processing costs, eliminating errors, and saving you time.
**New ACH standards for cross border payments required by September 18, 2009 are supported.

Process Scheduler allows you to automate repetitive Accpac tasks such as data integrity, data dumps, day end processing, batch posting, schedules, Crystal and financial reports (in conjunction with Information Manager), loading databases, and much more!

Join us for a live Webcast on July 22, 2009 from 4:00 p.m. to 5:00 p.m. CST.

Space is limited, so reserve your seat now at:
https://www2.gotomeeting.com/register/119017186.

After registering, you will recieve a confirmation email containing information about joining the Webcast.

- Meredith Gooch, Marketing Manager

Tags: Sage Accpac ERP, automate Accpac tasks, data integrity, Orchid Systems, webcast, Webinar, automation, Information Manager, EFT Processing, process scheduler, data dump, batch, day end processing, databases, batch posting