Sage Intacct’s User Permissions is one of the key benefits of the software that gives companies the flexibility and security they need as their business grows. Permissions allow a business to maintain the integrity of the financials by giving their team access to only the functions of the system that are necessary to do their job. An example is an accounts payable (AP) team member who could have access to create and pay bills but not have access to create vendors. Or perhaps you have a team member that needs to view bills within AP but not have the ability to edit or delete.
Sage Intacct’s permissions allow companies to easily build out their system and their users’ accessibility to their exact needs and use.
Why Would You Want Permissions?
There are many reasons why but a primary reason is to segregate duties and define a user’s role. While many companies start with one employee that fills many roles, as you grow and add staff you can deploy user permissions to define access rights and limit the functionality available to them within the system. This keeps the employee focused on their job and gives peace of mind that you have the system security in place to protect your financial data.
Permissions can also be used to set thresholds for approvals. For example, a user may have the ability to approve a transaction up to $5,000 but would need their manager’s approval for all transactions greater than $5,000. Approval permissions are customizable and can have multiple levels.
Companies that have more than one entity can give users access to one location, all locations, or a combination of locations. This can be very useful when you need to allow users to work across multiple companies, but don’t want them to access unnecessary or sensitive information.
The benefits of permissions aren’t limited to carrying out tasks. They can also help streamline the reporting process. An example would be giving your leadership team access to the departments they need on their dashboards. This limits their view to the specific information they need without filtering through unnecessary data. Easy access to granular insights will allow your team to make quick decisions with real-time data without an intense, manual process.
Sage Intacct’s permissions provide you with the flexibility and security you need to control access to your system financials. Permissions are managed through an easy to use user interface and provide a complete activity log of all changes.
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What are the Different Types of Permissions?
Sage Intacct allows for complete customization with user permissions. You can allow team members the ability to create lists, view, add, edit, delete, reverse, and reclassify as well as giving them access to different entities and modules. The capabilities within Sage Intacct’s user permissions are far superior to their competitors which generally only gives you the option to grant total access to different modules instead of the options for customization based on position. The user permissions are vast and allow for extremely customized user portals even with multiple entities set up.
One unique type of permission is reclassify which allows a user to reclassify a transaction while maintaining an audit log. An example is if you have cleaning service bills that have been coded as outside services, however, there is a separate account for cleaning services you can easily change the coding without having to re-enter the whole bill or enter a reclassifying journal entry. Each reclassification is tracked by Intacct and easily auditable via a pre-built reclassification report allowing you to keep up with changes that have been made in real-time.
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How Do User Permissions allow You to Scale?
With Intacct permissions, your company can scale with one ERP platform. Imagine the below situation and think about how permissions quickly go from an afterthought in a startup environment to a critical need in a growing, mid-market business.
As with most startups, you begin with one user that has complete access to the accounting system. As the company grows so does the accounting team, often from one person doing everything to three or four people touching different areas of the company’s finances. Now the company is likely going to have a controller or CFO with complete access, but will also likely have an AP and/or AR clerk(s). Now the company starts worrying about permissions on a high level, like restricting their AP clerk to only AP functions in their accounting software (I.e., not able to access financial reports, book journal entries, etc.) After another few years of growth, the companies finance team is now 6 or 8 people, with three team members dedicated to just AP. All three need access to the AP module, but team member one (AP clerk) needs to only enter bills (not delete or reclassify), team member two (senior AP staff) needs to add/delete/reclassify bills and approve payments up to $500, and team member three (AP manager) needs full access (approve all payments, access all reports). This is a very common example of a high growth company that went from no immediate need for user permissions to user permissions being mission-critical functionality. Sadly, many companies wait until user permissions are already mission-critical to address the need. With Intacct, user permissions are ready when you need them and can be quickly deployed within a matter of minutes.
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Overall, user permissions allow your company to scale while giving your team access to everything they need to be successful in their roles. It provides robust security for your company’s data that is in such high demand in today’s digital world. Lastly, it mitigates disgruntled or bumbling employees from being able to damage a business’s financial information.
Download “3 New Approaches for the Data Driven Finance Leader” by filling out the form below, and find out more about how Sage Intacct can help you scale.
How to Know When It’s Time to Kiss QuickBooks Goodbye
/0 Comments/in Intacct, Outgrowing QuickBooks /by rinehimerbakerMany small to medium companies start with QuickBooks because of its easy accessibility and low entry point cost. However, as your company continues to grow, you will likely find yourself rapidly outgrowing its capabilities. Many companies deal with the manual aspects of outgrowing QuickBooks because they don’t realize there is are better cost-effective solutions. Below we will give you some things to consider when looking to switch and what the ROI will be once the switch is made.
How to know when it is time to consider a change
While QuickBooks is a great starting point there are many points in the journey that are signals that you are out growing this solution. As you are reading through the list, if you relate to one or more of the bullet points it is time to start considering a change in accounting solution.
What you should consider when changing
Once you have realized your company is ready for the next step in accounting solutions there are a few different aspects you should be considering. Below is a list of internal company considerations that will affect what you buy, how you buy it, and any additional software that will need to be integrated/purchased.
ROI you can expect with a cloud ERP
Changing to a robust ERP can seem overwhelming from an implementation or upfront cost perspective. However, the return on investment is vast and long term can end up saving you money. How you ask?
Fill out the form below to contact rinehimerbaker if you would like a free consultation to discuss the possibility of moving off QuickBooks.
Hospitality Companies Score a Hole-In-One with Cloud Solutions
/0 Comments/in Chief Financial Officer, Intacct, Restaurants and Hospitality /by Zach MerschodorfHospitality companies can grow quickly with new locations, and new business lines (such as an additional bar, restaurant, golf lessons department, etc). With quick growth companies who aren’t using the best software can feel growing pains and create their own automation gap unknowingly. Below we review what the top pain points are and where the automation gap is created. At the end we discuss what the best steps are to eliminate your growing pains and get rid of the manual work through cloud solutions.
Hospitality Company Growing Pains
Growing pains can be sometimes be hard to distinguish because you find them becoming an accepted part of your day-to-day operations. Only when you start looking at best practices and how competitors are operating do you realize you are behind the curve in technology that gives time back to your organization. Top growing paints for hospitality companies are:
Where the Automation Gap can be Created for Hospitality Companies
The automation gap is created in hospitality companies when their growth is faster than their current software solutions can scale. This leads to manual processes for your team and creating hours of additional work. While at first this process many seem simple such as signing 5 checks a week, by the time you get to 40 checks a week you are now taking up hours a month on something that could be automated. Another example is timesheets. When you start out with one business area or location you may have four people which is easy to do manually. You oversee this team directly and can validate they worked the hours they have written down. By the time you have 35 employees you are looking at additions to your total business, more on your plate taking you out of the day and day, and managers that are now in charge of payroll. By leaving this process on paper and manual you will be prone to errors as well as inaccuracies because you aren’t there to know exactly what time everyone worked. This is the automation gap.
If you have said yes that is an opportunity in my company, yes I face that same difficulty every week, then we have a few solutions that will work for you. Read through the chart below to identify where your company falls, and then fill out the form below to talk with our team.
They will provide:
They will provide:
The Power of Sage intacct’s Open API and Maketplace
/0 Comments/in Bill.com, Intacct /by Zach MerschodorfSage Intacct currently has over 200 software solutions listed on its marketplace with that number growing weekly. Currently, 75% of their users have integrations with 2 or more of their software partners creating seamless solutions within the cloud. The marketplace partners cover a range of categories including payroll, CRM, time & expense, inventory management, finance & admin, e-commerce, and business management. They have been able to create this best-in-class solution for their customers by having a completely open API.
What is an open API?
An open API is a publicly available application programming interface that allows developers to create their own unique integration into a certain piece of software. This is the backend system that creates a gateway between two solutions that need to be able to automate sharing information. Sage Intacct has made its API open allowing software companies to easily create their own custom integration. When marketplace partners have the ability to create their own integrations it takes away the coding process for customers.
What makes Sage Intacct’s open API unique?
When creating their API Sage Intacct created the backend before the user interface which creates a very robust and stable solution for all marketplace partners to build out integrations. The open API is so stable that they guarantee their API won’t change in any of their upgrades throughout the years. They currently have a 15-year proven streak.
The seamless integration allows for all your cloud-based solutions to easily push information back and forth eliminating manual processes that can be time-consuming and create mistakes. This also means that your IT department won’t have to spend valuable time maintaining and installing new solutions. All of Sage Intacct’s main partners are plug and play. This means your accounting team can easily turn on new software and for those integrations that have a slightly higher amount of customization your VAR partner ( rinehimerbaker) can have you up and running quickly.
The marketplace offers 3rd party solutions that allow connections between smaller software solutions that haven’t yet built out their own integration into Sage Intacct’s API. These additional connection solutions make the marketplace rare and powerful for its customers. It also offers huge cost-savings to customers by being able to skip hiring an outsourced service to build out custom integration.
rinehimerbaker’s Top Choices on the Marketplace:
While Sage Intacct works with a variety of strong partners, here at rinehimerbaker we have a list we recommend based on our history and clients’ success.
Bill.com is a software solution that helps you automated your accounts payable process to save time. We have implemented this integration for multiple partners, and all have had great time savings due to the automation and elimination of manual mistakes.
Expensify is a mobile expense reporting solution that cuts down the hours of manual data entry and makes it faster to review expenses, reimburse employees and close the month. They allow employees to log expenses on the go through an app, easily reimburse employees the next day, and reconcile corporate cards through a complete integration.
2CP is a custom payment solution that offers e-commerce, recurring capabilities, merchant services, and email invoicing through an integrated solution. This software solution helps you invoice quicker and get paid faster while eliminating data entry.
FloQast is a close management software that helps accounting teams close faster and more accurately. It was built to address gaps in your organization, collaboration, automation, and integration for the financial close process.
Salesforce is the leading CRM that has complete automated integration with Sage Intacct allow a business to see their customer’s journey from beginning to end. This best-in-class software has streamlined the quote to cash process and allows for better communication between departments.
Workforce Go is a cloud-based human capital management solution. It helps manage payroll, people, and time from pre-hire to retirement. This helps save your company time, reduce manual errors, eliminate reporting delays, and make functionality choices.
Avalara Avatax is a strategic tax compliance solution that delivers instantaneous sales tax decisions based on more than 12,000 taxing jurisdictions in the United States. This solution assigns hundreds of thousands of taxability rules to get the correct rate for your company. This takes the stress out of tax.
To find your best-in-class solution, fill out the form below to speak with one of our senior accountants and implementation experts.
Franchise Management with Sage Intacct
/0 Comments/in Cloud, Intacct, Restaurants and Hospitality /by Zach MerschodorfSage Intacct is the leading cloud-based ERP solution for franchise management. Franchise owners can easily manage multiple locations, access in real time data, and gain insights into each location’s performance without sacrificing roll-up reporting capabilities. All of this is made possible by Intacct’s best-in-class multi-entity management / consolidation capabilities and open API. Intacct relieves business owners of IT worries, all while eliminating cumbersome consolidations and manual reporting. Franchise finance and accounting teams can become proactive team players by refocusing their time on high value analytic tasks. Below are a few recommendations of how Sage Intacct can provide the boost your franchise’s finance team has been looking for:
Multi Location Reporting
Managing multiple entities or locations can be overwhelming with the wrong software. With Sage Intacct you can quickly see each individual location’s financial data, as well as the financial health of your entire franchise. The high configurability of Intacct makes roll up reporting for the executive team a breeze. Now decision makes can quickly analyze their total business with real-time data and seize time sensitive opportunities, both on the franchise and individual store levels.
Secure, Granular Permissions
Sage Intacct’s user permissions allow you to easily assign and update user permissions, giving each person access to only the location(s), reports, and financial data necessary to their role within your organization. With their own login, managers can see their store(s) financial information without sacrificing the security of other franchise financial data or them having to wait to receive manual reports from the corporate finance team. Now franchises can structure their accounting system to fit their organizational structure, instead of modifying employees’ roles to fit the accounting system’s capabilities.
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Streamlined Tech Stack
Sage Intacct has a fully open API for seamlessly connection to your franchises’ other systems, such as your POS, HR management, and business intelligence software. Being able to connect all of your business tools to Sage Intacct means you can now pull data from disparate systems into one place for expedited review. Imagine having a dashboard showing sales from your POS, headcount from your HR system, and comparative report showing revenue by headcount across all your locations.
Hassle Free Expansion
Adding a new store location in Intacct can be done in a matter of hours, not days or weeks. Intacct was designed for rapidly expanding businesses, meaning your new franchise location or holding company can be added quickly without any IT resources or reconfiguration of existing locations.
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Benchmarking and KPI’s
Benchmarking is made easier with Sage Intacct’s ability to consolidate and report information. Business owners can quickly see how each location is performing against their KPI’s and against other locations. This means owners and their management team can quickly identify performance issues. Also, through
Sage Intacct’s dashboards management can dive deeper into the numbers and understand the drivers of each locations’ performance.
Negotiate Pricing
Sage Intacct’s numerous reporting tools allow your team to tailor reports that slice and dice data to your company’s individual needs. With this ability, data can easily be analyzed to show how much your franchise is spending with each vendor, at each location, and what types of goods are being purchased. Management can easily leverage this data to negotiate pricing with vendors and identify opportunities to streamline operational expenditures. Sage Intacct effortlessly provides opportunities to your franchise managers for increased insight and control of operations, driving increased profitability for your entire franchise.
To scale your franchise’s growth, you need a solution that provides meaningful capabilities. Find out more about how rinehimerbaker can help you implement Sage Intacct and achieve success with your franchise. Check out this case study where rinehimerbaker leveraged Sage Intacct to drive success in a high-growth franchise.
Closing the Automation Gap in Finance
/0 Comments/in Chief Financial Officer, Cloud, Intacct /by Michael GarrisonClosing the automation gap in finance is key to running an efficient business capable of scaling. Growth in your business, by product diversification or acquisition, creates additional work on your team. If the system is designed around manual tasks and spreadsheets, your company won’t reap the rewards or experience the profit growth you expect. Closing the gap allows finance teams to transform from error-prone clerical workers to strategic advisors capable of providing data and insight in real-time.
What is the automation gap?
The automation gap is the space between what can be automated within your current system and the actual processes your staff is executing. The gap essentially represents the manual processes your team completes in order to run your business effectively. As companies experience growth, the automation gap generally increases and can overrun a finance department.
A great example of how the right system can close the automation gap is Sage Intacct’s multi-entity management capabilities. By automatically consolidating multiple companies and automating closing entries, when you grow by acquisition you no longer need to manually track the activity in spreadsheets and manually consolidate the books! With Sage Intacct, finance teams can rapidly close the books and reduce errors along the way allowing them to provide meaningful information to your management team faster.
Growing through product diversification is great but that also means companies need to understand how that impacts their compliance standards such as ASC 606. Once you understand your compliance requirements, you then need systems in place to uphold them.
When your current software doesn’t automate this for you, companies typically lean toward a spreadsheet as their process. Managing compliance in a spreadsheet is not sustainable over the long term as you experience continued growth and create new products.
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Processes built around spreadsheets are extremely manual and the responsibility of managing and maintaining them typically falls on one or two employees who truly understand how the document works. We often find that the documentation and instructions of the process are nonexistent meaning all of that process knowledge leaves the company when the employees leave your organization.
Managing complex processes using spreadsheets is not without risk. It’s not a question of “if” there is an error, it’s a question of “when” the error is going to occur and how big of an impact is it going to cause.
Companies are trying to close the automation gap by hiring talent. However, hiring high-level talent that can create and understand complex spreadsheets comes at a premium. Continuing to hire employees at top salaries to perform these tasks is not sustainable over the long term. This also contributes to creating a company culture where the focus is on clerical work rather than strategic work.
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Why is closing the gap important?
90% of the decision-makers are under pressure to make decisions faster but only 28% trust the data in their reports. This is largely due to the almost guaranteed mistakes that happen when a company relies on manual processes instead of working with a system that closes its automation gap.
Current CFO’s have more responsibilities than ever to strategically lead their companies with real-time data. Reacting on three-week-old data that is almost guaranteed to have some error within the report is no longer acceptable or the norm.
Are you unsure of how to discover your automation gap and implement a solution to close it? The rinehimerbaker team can help you evaluate your current processes, identifies your opportunities, and build a plan on how to close your automation gap.
If you would like to find out more, click here to watch the full Closing the Automation Gap Webinar. If you are ready to discuss closing your own gap, please fill out the form below to speak with a representative at rinehimerbaker.
Controllers: How to Make the Case for an ERP Upgrade
/0 Comments/in Chief Financial Officer, Intacct /by Zach MerschodorfMaking the case for an ERP upgrade can be a daunting task. Below is our cheat sheet on how to know when you are ready, tips for making your case, and what to expect once you have the approval to move forward.
How to Know When it is Time for an Upgrade
There are different types of “key experiences” you can have that would signal it is time to upgrade your software solution. Being able to recognize these signals early on will save your company money, time, and keep you ahead of your competition. Read below about the different signals that show it’s time to make the case and present it to your executive team.
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How to Make Your Case
The best way to make your case for an upgrade is to show your executive team the time you can save, the money they can save, peace of mind they will have by having a more secure system, and the impact of adding capabilities that will help them make decisions that can grow their business.
For time savings, show how you can cut your closing time in half by having data available almost immediately. You can also demonstrate how you and the finance team will be able to cut down on manual processes through automation, freeing up time for new, value-add projects all while limiting the need to hire more finance employees in the future.
Money savings are key when asking your executive team for an upgrade. The right cloud-based ERP solution can save money by cutting down on manual processes, improving employee engagement and growth, the ability to do more with a smaller team, and cutting closing time in half.
Security for your data is extremely important as your company is growing. With Sage Intacct, the days of worrying about loss of data are over. You also have the flexibility to restrict user access from viewing sensitive data. User permissions can be set for only what a team member needs to access. User permissions are granular with options down to letting a team member view but not edit or edit but not delete. This allows for peace of mind, and complete data security.
Upgrading to a cloud-based ERP solution means that it is cloud supported with automatic upgrades multiple times a year. You will be able to operate with a lean team and your IT staff won’t have to complete or test system upgrades/changes for you. This helps cut down on time spent in-house trying to solve problems and empowers your finance team.
Lastly, and an important part of getting approval is showing how the system will give your executive team better insight, better data, and flexibility. With a cloud-based solution, the executive team would have access to their own log-in that show cases Dashboards built specifically to their needs with real-time data that can be accessed from anywhere. With Sage Intacct, you have the ability to see your full customer experience from end to end. You can connect your CRM such as SalesForce, into Sage Intacct. This gives complete visibility for your sales team and improves your customers’ experience with your company.
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After Approval to Move Forward
Once you have received approval to move forward, the next critical step is finding a consulting firm that will meet your needs. At rinehimerbaker, we strive to identify your pain points during our discovery session and find solutions to make your life easier. Listening to your needs, helping identify areas or processes that are holding you back and finding solutions is what we are all about!
Following the discovery session, we typically schedule a time for a live demonstration so you can see first-hand the functionality and just how easy it is to use Sage Intacct. As your trusted partner, ensuring we meet all the requirements outlined during discovery is critical. After discovery and demo, we will document an implementation plan that works for you including what you can expect before and after go-live.
At rinehimerbaker, we are dedicated to understanding your business so we can help you move faster with greater clarity.
Sage Intacct User Permissions Give Companies’ the Ability to Scale
/0 Comments/in Intacct /by Zach MerschodorfSage Intacct’s User Permissions is one of the key benefits of the software that gives companies the flexibility and security they need as their business grows. Permissions allow a business to maintain the integrity of the financials by giving their team access to only the functions of the system that are necessary to do their job. An example is an accounts payable (AP) team member who could have access to create and pay bills but not have access to create vendors. Or perhaps you have a team member that needs to view bills within AP but not have the ability to edit or delete.
Sage Intacct’s permissions allow companies to easily build out their system and their users’ accessibility to their exact needs and use.
Why Would You Want Permissions?
There are many reasons why but a primary reason is to segregate duties and define a user’s role. While many companies start with one employee that fills many roles, as you grow and add staff you can deploy user permissions to define access rights and limit the functionality available to them within the system. This keeps the employee focused on their job and gives peace of mind that you have the system security in place to protect your financial data.
Permissions can also be used to set thresholds for approvals. For example, a user may have the ability to approve a transaction up to $5,000 but would need their manager’s approval for all transactions greater than $5,000. Approval permissions are customizable and can have multiple levels.
Companies that have more than one entity can give users access to one location, all locations, or a combination of locations. This can be very useful when you need to allow users to work across multiple companies, but don’t want them to access unnecessary or sensitive information.
The benefits of permissions aren’t limited to carrying out tasks. They can also help streamline the reporting process. An example would be giving your leadership team access to the departments they need on their dashboards. This limits their view to the specific information they need without filtering through unnecessary data. Easy access to granular insights will allow your team to make quick decisions with real-time data without an intense, manual process.
Sage Intacct’s permissions provide you with the flexibility and security you need to control access to your system financials. Permissions are managed through an easy to use user interface and provide a complete activity log of all changes.
Take A Tour Of Sage Intacct Now
What are the Different Types of Permissions?
Sage Intacct allows for complete customization with user permissions. You can allow team members the ability to create lists, view, add, edit, delete, reverse, and reclassify as well as giving them access to different entities and modules. The capabilities within Sage Intacct’s user permissions are far superior to their competitors which generally only gives you the option to grant total access to different modules instead of the options for customization based on position. The user permissions are vast and allow for extremely customized user portals even with multiple entities set up.
One unique type of permission is reclassify which allows a user to reclassify a transaction while maintaining an audit log. An example is if you have cleaning service bills that have been coded as outside services, however, there is a separate account for cleaning services you can easily change the coding without having to re-enter the whole bill or enter a reclassifying journal entry. Each reclassification is tracked by Intacct and easily auditable via a pre-built reclassification report allowing you to keep up with changes that have been made in real-time.
Take A Tour Of Sage Intacct Now
How Do User Permissions allow You to Scale?
With Intacct permissions, your company can scale with one ERP platform. Imagine the below situation and think about how permissions quickly go from an afterthought in a startup environment to a critical need in a growing, mid-market business.
As with most startups, you begin with one user that has complete access to the accounting system. As the company grows so does the accounting team, often from one person doing everything to three or four people touching different areas of the company’s finances. Now the company is likely going to have a controller or CFO with complete access, but will also likely have an AP and/or AR clerk(s). Now the company starts worrying about permissions on a high level, like restricting their AP clerk to only AP functions in their accounting software (I.e., not able to access financial reports, book journal entries, etc.) After another few years of growth, the companies finance team is now 6 or 8 people, with three team members dedicated to just AP. All three need access to the AP module, but team member one (AP clerk) needs to only enter bills (not delete or reclassify), team member two (senior AP staff) needs to add/delete/reclassify bills and approve payments up to $500, and team member three (AP manager) needs full access (approve all payments, access all reports). This is a very common example of a high growth company that went from no immediate need for user permissions to user permissions being mission-critical functionality. Sadly, many companies wait until user permissions are already mission-critical to address the need. With Intacct, user permissions are ready when you need them and can be quickly deployed within a matter of minutes.
Take A Tour Of Sage Intacct Now
Overall, user permissions allow your company to scale while giving your team access to everything they need to be successful in their roles. It provides robust security for your company’s data that is in such high demand in today’s digital world. Lastly, it mitigates disgruntled or bumbling employees from being able to damage a business’s financial information.
Download “3 New Approaches for the Data Driven Finance Leader” by filling out the form below, and find out more about how Sage Intacct can help you scale.
Why you should attend Sage Intacct’s Advantage: Never-Ending Imagination
/0 Comments/in Intacct /by rinehimerbakerSage Intacct’s Advantage is an educational, inspirational, and engaging conference that is leading the way in cloud solutions. You and your team will walk away with knowledge on how to use your cloud ERP to the max of its ability. Advantage provides an opportunity to connect, network, and become a leader in your company.
When you attend Advantage, you can choose from a diverse collection of product, industry, and hands-on sessions. There are 172 sessions and 203 speaker opportunities. The sessions are broken into different tracks including admin/developer, business leadership, CFO summit, financial services, hands-on learning, healthcare, inventory/distribution, nonprofit, software, product innovation, project and services, and more. You can mix and match tracks to learn new skills and stay competitive. The sessions range from introductory workshops to advanced training. CPE credit is available through select hands-on training courses. Pre-conference training is also available for those looking to advance their Sage Intacct knowledge as well as newcomers to the Sage Intacct world.
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Advantage is also host to a large marketplace expo that showcases everything from tax software to time and expense solutions, all of which have seamless integrations into their ERP solution. These partners are here to show you how you can continue to automate and move your solutions to the cloud resulting in faster closing, and your ability to do more every month. The expo opens every day at 9 am and stays open throughout the day with multiple schedule breaks as well as a cocktail hour to allow you plenty of time to check out it out. These marketplace partners include ADP, Workforce Go, Nexonia, Avalara, Avidxchange, Expensify, Adaptive Insights, and more. If you need help deciding who to prioritize, we would love to chat before you go! Our team can advise you on what would be the most beneficial for your company.
One of the top reasons to attend Advantage is the time you will be able to spend with your partner. At rinehimerbaker, we send our team members to take interactive workshops, advanced training, and to meet with our customers. When you register, email our team directly and we will set up a meeting before and during the conference to offer guidance on how to get the most out of their mix and match tracks. Please contact ccottingham@rinehimerbaker.com to set up your appointment.
If all the sessions, upgrades to seamless integrations, and a connection with your partner doesn’t do it for you then I have one thing left. It is in Las Vegas and Sage Intacct knows how to throw a party! From the cocktail hour in the marketplace expo to the final night themed party that is sure to wow. You will regret not going, and with this conference, not everything stays in Vegas. You will impress everyone at your company with the knowledge you will bring back to get more out of your ERP.
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Now that I have convinced you below are a few great tips to keep in mind when planning your trip:
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Why CPA’s Agree with Sage Intacct Being the Only AICPA Endorsed GL Software
/0 Comments/in Chief Financial Officer, Intacct, Outgrowing QuickBooks /by Michael GarrisonThe AICPA, otherwise known as the American Institute of Certified Public Accountants, is a national professional organization that sets the standards for accountants in 143 countries. The AICPA oversees the accounting profession, sets standards, and oversees the uniform CPA exam. The organization defines professional accountancy through education requirements, ethical standards, professional standards, and alignment with the general public’s interest. When the AICPA endorses an accounting software it means they have thoroughly vetted the product and have concluded that it meets the rigorous standards they hold for themselves and the accounting profession. Sage Intacct has become the first and only Accounting software to receive this recognition from the AICPA.
Why is Intacct different?
The Sage Intacct platform is meant to scale with a business no matter your size. It’s a one-stop-shop for businesses ranging from mom and pop shops to mid-market businesses. Your company can buy one software instead of having to change software as they grow. “Sage Intacct is truly a product with the accounting and finance team in mind. Every engineering dollar is put on how to make the accounting and finance team’s life better.”- Michael Garrison, Accountant for rinehimerbaker. Sage Intacct has focused on what they do best and has chosen to integrate with the best of the best vs. trying to create a suite. A great example of this mindset is the integration with Salesforce. Sage Intacct has made the strategic decision to align themselves and integrate with top SaaS offerings instead of trying to recreate them all. This allows their customers to get the best GL software and not sacrificing other software needs throughout the company. This also enables Sage Intacct to focus on their quarterly release schedule and making the accounting software the best it can be through consistent releases. There are integrations with multiple partners including CRMs, tax services, automated payments, time& expense, and more.
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Why do CPAs agree?
Michael has been working with Sage Intacct for over six years and agrees with the AIPCA’s endorsement of this GL software. “The accessibility of Sage Intacct from anywhere you may be, and the ease of use is phenomenal compared to other types of accounting systems such as QuickBooks which slows down what I can do for my customers,” said Garrison, CPA. Once an accountant has gone through training for Sage Intacct GL the software is easy to navigate, and constantly working for them. The top features include flexibility and increased productivity. “Sage Intacct is the true definition of a cloud-based product. Customers get all the benefits of the cloud including operating in multiple sessions for various entities without closing and opening a program throughout the day” said Garrison, CPA. “The time savings alone are substantial. Overall, I find that the controls, the granularity, the ability to have segregation of duties built into the system, the auditability of transactions are all critical to accountants and why this software is above and beyond their competition.”
To find out more about Sage Intacct, and all the capabilities Michael Garrison has referred to join rinehimerbaker and Sage Intacct for a coffee break demo any day this week at 9 am PST/ 12 pm ET. Click here now to register! If you would rather have a chat with a member of the rinehimerbaker team, please email ccottingham@rinehimerbaker.com.
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Sage Intacct’s Financial Reporting Surpasses the Competition
/0 Comments/in Intacct, Outgrowing QuickBooks /by Zach MerschodorfSage Intacct’s financial reporting surpasses the competition by providing unsurpassed visibility, granular transparency, and ease of use. Sage Intacct customers save 40+ hours per month on reporting alone and cut time spent checking data accuracy by 75%. Sage Intacct’s financial report writer delivers significant time savings and is unmatched by other cloud-based ERP solutions.
Sage Intacct comes with 150 built-in financial reports. These reports can be executed exactly how they are built, or they can be customized to your unique business needs. A benefit of the built-in reports is that they can be duplicated and changed within as little as five minutes, saving time and effort. Sage Intacct also utilizes a memorize feature that allows a user to customize a report and to effortlessly save and schedule it with just a few clicks.
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Sage Intacct features a multi-dimensional ledger system which is different than the typical linear ledger. A key benefit is the ability to track and report transaction data based on your company specific attributes. Examples include location, department, project, vendor, customer, or a customized attribute tailored to fit your needs. Sage Intacct is capable of handling not only financial data but also operational data. You have 8 dimensions that are easily sorted to slice and analyze your data every way needed to influence company decisions. rinehimerbaker has been able to change the reporting game for their customers with the multi-dimensions. For one customer we can track their restaurant, club, and total all in one P&L which was near impossible before Sage Intacct. Another customer can see all three business locations on one P&L as well as total business.
The financial report writer also provides the ability to drill down within a report to the exact copy of an invoice giving visibility that is unmatched by other cloud ERP solutions. A user can easily click on an entry and see the copy of the original invoice allowing complete visibility into your company’s finances.
Everything within Sage Intacct’s financial reporting is in real-time. When a transaction is uploaded a user can simply refresh their screen and it is immediately available to see. This eliminates wasted time waiting on items to become available and allows you to immediately react to your business.
Sage Intacct’s financial report writer is not only a powerful tool that provides visibility in you your business it’s also easy to implement. There’s no need for an extensive implementation or an IT team which allows you to focus on your business. Sage Intacct requires zero coding, and like it was mentioned earlier, features over 150 pre-built reports! This ERP system allows everyone in your organization to confidently and quickly access information and reports they need to be successful.
Overall, Sage Intacct’s financial reporting allows accounting to make better, faster decisions with complete confidence.
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