BTerrell Group Blog

Using the Intacct Platform to Drive Your Unique Business Practices

Posted by Keith Karnes on Tue, Dec 02, 2014

Intacct offers robust financials and readily adapts to most business requirements. However, there are some cases where companies require unique functionality to meet the demands of their unique business processes.

Luckily, Intacct offers a great tool called Platform Services to help meet this demand. The Platform is a toolset that allows you to add new capabilities or even build stand-alone applications outside the realm of Intacct’s standard functionality. I had the pleasure of presenting a session at Intacct Advantage 2014 titled “Using the Intacct Platform to Drive Your Unique Business Practices,” where we discussed specific examples where Platform Services would give you the edge you need.

In a recent example, BTerrell Group completed a customized collections module for a customer that enables them to follow up with past due accounts and offers increased visibility of the collection status to management, operations, and sales personnel. Specifically, they can now send emails from within the application and review comments and contacts directly from the customer records or from the particular invoice(s) in question. This is only one example of using Platform Services to drive your unique business practices.You can create custom reports, custom workflows, web services, automated triggers, custom objects, or even entirely new solutions that meet your one-of-a-kind needs.

The great part about Platform Services is the simplicity and speed of creating basic objects and reports. No programming experience is required! However, the more complex application you need, the more the skill level and support required will increase. For example, integrating Intacct with an external solution requires the expertise of a programmer, but an individual Intacct user could easily add a new object.

Here is a basic overview that I believe is the level of skill and support needed for various capabilities using Platform Services:

Skill Level Needed Capability Support Level Needed
Simple Extensions
No special skills

- Add new Objects
- Design simple forms and lists
- Write simple reports

Standard Intacct support
Simple Applications
Business Analyst or IT Staff - Design applications with data relationships
- Write complex reports
- Design application workflow
Intacct Developer Community
Rich Applications
Web Designer
(HTML + JavaScript)
- Add application logic
- Build custom pages and mash-ups
- Build portals
Intacct Developer Community
Advanced and Composite Applications
(Any programming language)
- Add complex logic
- Integrate with external applications
- Use resources external to the platform to solve complex problems
Intacct Developer Community

As you can see, the more the complexity increases, the more you need a partner you can rely on to help you extend the reach of Intacct to meet your unique needs. We love helping SMBs reach their full potential with Intacct Platform Services. We not only offer complex integrations like Workforce Go! (Integrates Intacct with HRMS), but we enjoy meeting the one-of-a-kind needs of our clients. Contact us to discuss your business’ unique business needs, and we’ll work together to deliver the functionality to meet those needs, now and in the future.

Tags: Intacct, Intacct advantage 2014, platform services

Reflections on Intacct Advantage 2014

Posted by Brian Terrell on Thu, Nov 20, 2014

As I reflect on the events and conversations that transpired last week at Intacct Advantage 2014, I realize what a remarkable conference it was. Not only was this year’s conference the largest to date, but the excitement level was high as well (and that only had little to do with Intacct securing Universal Studios theme park for our exclusive use!).

The excitement centered around the announcements, great presentations, and product information offered in the marketplace. I’ll try to capture the highlights, from my perspective, in this blog.

First, the three announcements that stood out in my mind are below:

  • Aaron Harris’ continued emphasis on the social component of Intacct, which the company calls Intacct Collaborate
  • Intacct announced Kent Hollrah as the new overall Channel Manager for the not-for-profit industry
  • The company plans major investments to enhance the product’s distribution and health care capabilities

Second, the abundance of top-notch presentations was incredible, but my favorite (aside from our very own Keith Karnes’ session!) was definitely Lisa McLeod’s keynote presentation, which reminded me that the primary purpose of my business life parallels the primary purpose of my personal life. That is, I should make a difference in the lives of the people around me. Lisa’s ability to communicate and her stage presence added greatly to the content she shared.

Finally, the bustling marketplace held the attention of many attendees. However, I am most excited that we, along with our partners at AmeriFlex Business Solutions, debuted our newest offering, Workforce Go!, to Intacct partners and customers in the marketplace. The integration between Intacct and AmeriFlex Workforce Management System definitely generated some buzz, and we cannot be happier about that. In addition to Workforce Go!, our other showstopper turned out to be our International ACH product! This app generates EFT payment files for domestic and international currency payments using template formats specified by client banks. Between these two products, the four demo stations in our booth were always busy!


We are thankful for the Intacct community, honored to be one of eight Intacct Premier Partners, and challenged to keep up the pace going forward! Contact us to learn more about Workforce Go!, International ACH, or any of the other solutions showcased at our booth.

Tags: Intacct advantage 2014

BTerrell Group Announced as a Platinum Sponsor of Intacct Advantage 2014

Posted by Info Info on Tue, Oct 07, 2014

President’s Club Member and Premier Partner to Sponsor Premier Event, Will Also Unveil Highly Anticipated Intacct Integration

DALLAS – October 7, 2014– BTerrell Group, LLP today announced it is a Platinum Sponsor of Intacct Advantage 2014, the premier event for Intacct’s cloud financial management customers and partners, being held in Orlando, November 9 - 13.    

“We believe in the value of Intacct to our customers and benefit greatly from Intacct’s annual event,” said Brian Terrell, CEO of BTerrell Group. “This demonstrates the commitment and belief we have in Intacct and its products. Attendees will also want to be sure to  visit us at Booth 630 in the Advantage Marketplace Expo, where we’ll offer them a sneak peak at our exciting new product integration for Intacct. ”

“It’s exciting to see BTerrell Group’s involvement and sponsorship at our premier event of the year,” said Taylor Macdonald, vice president of Channels for Intacct. “We’re very grateful for BTerrell Group’s partnership and contributions, and we look forward to continuing our mutually beneficial relationship as we build long-lasting, joint customer relationships together.”  

In addition to its Platinum Sponsor status and new product announcement, BTerrell Group’s president, Keith Karnes, will present a breakout session on “Using the Intacct Platform To Drive Your Unique Business Practices” on Wednesday, November 12, from 10:15 to 11:15 AM. 

BTerrell Group recently received recognition as a prestigious 2014 Intacct President’s Club member, due to “…its outstanding practice growth, expertise in delivering complex solutions, mastery of the Intacct development environment, and high levels of customer satisfaction.” Earlier this year, Intacct named BTerrell group one of Intacct’s first Premier Partners, the highest level of partner recognition from the leading cloud financial software provider.

BTerrell Group, with its CodePartners division, employs 10 Intacct consultants trained in Basic and Advanced Implementation and Configuration, as well as three Intacct developers trained in Intacct Platform and Web Services.

BTerrell Group, LLP, is a Dallas-based provider of financial technology services and of ERP, CRM and HRMS solutions to mid-sized companies.  BTerrell Group specializes in the implementation and support of accounting and business management software, custom application development, and system integration.  As resellers and consultants for Intacct cloud financials, BTerrell Group serves clients in Texas, Oklahoma, Arkansas, Louisiana and New Mexico. Please visit  Follow BTerrell Group on Twitter, LinkedIn, and YouTube.


Advantage 2014 brings together Intacct customer and partners to discover what’s new, share best practices, and learn how Intacct can help grow their business. As the premier event for the Intacct community, Advantage 2014 offers attendees more than 70 product, industry, hands-on, and customer panel sessions. This year’s conference will include an expanded Marketplace Expo, featuring the broadest range of best-in-class, cloud-based solutions that integrate with Intacct. Learn more about Intacct Advantage by visiting  Follow Intacct Advantage on Twitter using #IA14.



Tags: Intacct, Intacct premier partner, Intacct advantage 2014