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