(Rows or Columns Tabs), You can also filter by a certain dimension group or customer group. Adding new ones could also force you ( Log Out /  "I am thrilled to report that it has taken me less than 15 minutes to run our month-end reports -- a process that used to take me the better part of two days!

We’re calling the application “Donors.”. 30 Minute Coffee Break Sage Intacct Product Tour (Daily), Read The Resource Group blog to learn about Microsoft Dynamics GP ERP software and Intacct cloud accounting software. to add hundreds of additional accounts. Most accounting software applications use a

In addition to the eight standard Intacct dimensions (mentioned above), an unlimited number of dimensions can be added. With this flexible financial foundation, you'll gain insights that speed decision-making that may not be possible with personal accounting software like QuickBooks, Sage Peachtree and Xero, and even business accounting/enterprise resource planning (ERP) software like NetSuite. codes.

Contact us to learn more about using dimensional chart of accounts, 600 SW 39th St., Suite 250 Intro to Intacct: Financial Report Writer (Dimensional Reporting), Intacct: Financial Report Wizard – The power of Dimensions, Intacct: Financial Reporting & Visual Indicators, Filtering Reports & Dashboards for Current User, Intacct: Account Groups (Computations and Commission Reporting), Smart Event API Calls – Updating Line Items on Sales Transactions, Intacct: Smart Rules – Advanced Conditional, Intacct: Platform Services Formula Fields, Intacct: Customization Documents & Custom Invoices, Intacct Dimensions – Customer Dimension: Attributes, Groupings, and Reporting, I just graduated!

We can also help you with project accounting, revenue recognition, managing multiple currencies, and much more. Tech Consulting. simple—you only need to set up your primary account codes and there's never a need to add hard-coded segment Sign up for a free 30 day trial of Intacct here: Post was not sent - check your email addresses! They are powerful and relatively easy to set up. Sorry, your blog cannot share posts by email. Customer (or Donor for Non Profits) – yes, you can rename this dimension! Some reasons for needing a user-defined dimension include: Having improved Intacct customization abilities, Sage now allows you to define your own custom dimensions. combinations—and you'd end up with a complicated, unmanageable set of If you haven’t already heard, Intacct is all about dimensions! the mouse. Here’s how to create dimensions. Example: Below, is an example of using the Financial Report Writer to create an Account Report. writer so it's simple to view performance from any dimension. (yes, you can expand by more than one dimension!).

It will allow us to categorize our donors. Learn about BI best practices based on our own experience. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Try it for yourself! hard-coded structure for your chart of accounts. Expanded by Customers on Rows and Items on columns. In our example, we added some fictitious donors. If you’re interested in more Sage Intacct articles or webinars, look no further! As your business changes, there’s no need to add hard-coded segment combinations. Hello simplified Chart of Accounts, buh bye subaccounts! – The real world of VLOOKUPS, Pivot Tables – the last piece of the interview puzzle, INDEX – MATCH : VLOOKUP’s powerful brother, jQuery to Autofill Dates and Increment Annually, jQuery to Auto-Fill Fields with HTML Buttons, Intacct: Financial Reporting & Visual Indicators, Intacct: Financial Reports - Expanding Columns, Report Groups, & Scheduling, jQuery to Autofill Dates and Increment Annually. Using dimensions into Intacct's easy-to-use financial report It’s easy for a chart of accounts to get out of control and before you know it you have 40,000 accounts! fundamentally improves reporting, making it easier for you to Custom Intacct dimensions give you the ability to define your own dimensions to suit your business domain. Once created, you can use dimensions for any transaction—general ledger, receivables, payables, purchasing, time entry, expense entry, fixed assets, and more. Change ).

( Log Out /  As Is your accounting software helping you grow and compete—or holding you back?