My last blog highlighted that BTerrell Group is converting our internal books to Intacct, and we're having fun with some of the features. We’ve set up the dimensions of location, department, project, vendor, customer and employee to be able to easily slice and dice the data and report margins several ways. I’ve used the handy ALT+D+ALT+Enter keystrokes to open a contemporaneous instance to check data or tweak a report without having to exit what I’m doing.
Now I’d like to highlight a couple more features that have made this transition easy and fun. I want to create a dashboard with a real-time P&L by customer. Sounds complex, right? How long do you think that will take? The answer's an easy one...it takes just a few steps and we have a new report in the dashboard in just a few minutes.
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