BTerrell Group Blog

How to Set up Global Consolidation in Intacct

Posted by Binbin Zhai on Fri, Oct 24, 2014

Global Consolidation is one of the awesome features of Intacct. As it automatically pulls the daily exchange currency rate into each transaction, you can run any report at any time in US dollars or other currency. No more running complicated manual calculation or spreadsheet so giant that it makes your computer run slow. Even better, it is very easy to set up.

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Tags: Intacct, global currency

Easily Set Up User Based Permissions in Intacct

Posted by Kevin Yu on Thu, Oct 09, 2014

Setting up user permissions for the first time can be very time consuming. There are so many different activities/lists and reports that can be assigned permissions.

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Tags: Intacct, Intacct setup, Intacct permissions

Creating Roles for a Multi-Step Approval Process using Intacct and DocAssist

Posted by Chris Karnes on Tue, Sep 23, 2014

We get many requests on how to have a process work across two or more applications. This is how we setup everything for a multi-step workflow approval process across Intacct and DocAssist.

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Tags: docAssist, Intacct

When to Implement a New ERP System – Reason #5 Reporting is Limited

Posted by Keith Karnes on Tue, Sep 09, 2014

I recently started a blog series discussing some of the main reasons companies need to implement a new ERP system. (Read reasons #1, #2, #3, and #4 here.)  Today, I'll discuss Reason #5.

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Tags: why implement new ERP system, ERP, Intacct, reporting is limited, limited reporting

Gain productivity with the Right Accounting System

Posted by Kevin Yu on Tue, Sep 02, 2014

As your company grows,  you can no longer rely on complicated, error-prone spreadsheets for reporting, or use extensive manual processes for accounting tasks. You may be ready to move to a new accounting system. The right accounting system can translate to significant productivity gains through automation of manual tasks, improved decision making with real-time reporting and visibility and a strong foundation to support your business growth.  Make sure you chose the right accounting system for your business.  
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Tags: accounting system, Intacct