Category: Accounting Technology

Accounting Technology Tips and Tricks: Sage Intacct’s Collaborate

By: Luis Rivera Sage Intacct’s Collaborate is a tool already included within a Sage Intacct subscription. It allows you to share information and capture internal conversations within a record or transaction, so you can stay up to date in real-time. No more waiting on e-mail responses or sifting through your email history just to find…

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Moving Accounts Payable and Vendor Management Functions from Paper Trails to Information Superhighway

Another year has come to a close, and a new one starts. Trends and countless surveys are showing that forcing a return to 100% in-office work will not bode well for organizations. “The great resignation” is happening in part because talented team members know that they can find employee-first organizations who understand there’s no reason…

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Accounting Technology Tips & Tricks of The Month

This month’s “Tips & Tricks” are keyboard shortcuts for Sage Intacct. The following shortcuts are available within a standard browser or are exclusive to Sage Intacct. Actions   Record and Transaction Data Entry Enter Date Calculations Shortcuts Contact GRF’s Accounting Technology Services (ATS) team offers clients only the best software products on the market today…

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Top 3 Takeaways from the 2021 Sage Transform Conference

By Luis Rivera Members of GRF CPAs & Advisors’ ATS & OAAS Teams Photographed Above Cloud-based market leader Sage Intacct recently held its annual Transform event, from November 8th– 12th in Las Vegas, Nevada. Due to Covid-19, Sage Intacct offered both in-person & virtual options with a turnout of over 1,000 attendees in-person. Formerly Sage…

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Ebook: How to Make Period-End Accounting Stress-Free with Accounts Receivable Automation

Closing month-end books and managing the myriad year-end tasks can be a stressful time for any finance team. Between reconciling accounts, counting inventory, and ensuring that your business stays compliant with tax and regulatory laws, every member of the finance team has their hands full at the end of the fiscal year. Thankfully, you can…

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Forward-Looking FP&A by the New Year

Of all the finance and accounting functions in an organization, one of the most rapidly growing is Financial Planning & Analysis (FP&A). As defined by Gartner, “Financial planning and analysis (FP&A) is a set of four activities that support an organization’s financial health: planning and budgeting, integrated financial planning, management and performance reporting, and forecasting…

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The 3 Keys to Accurate, Consistent, and Timely Financial Reporting for Professional Services Firms

This post was originally published on the Sage Intacct Blog Achieving a state of accurate, consistent, and timely financial reporting is not without its challenges. Certainly, for professional services firms with fluctuating demand, new market opportunities and Paycheck Protection Program (PPP) reporting needs, financial reporting is vastly more complex and often includes a “need it…

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20 Questions to Ask Before You Buy Nonprofit Accounting Software

This post was originally published on the Sage Intacct Blog The decision to purchase a nonprofit accounting software solution requires careful consideration and research. After all, your organization’s financial management system will play a crucial role in your mission. The right accounting software will help you measure and analyze your financial performance, program outcomes, and…

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Aligning Departments for Common Goals

This post was originally published on the Sage Intacct Blog In the many years working with service-based companies, there have been a number of common themes around an ‘us vs. them’ mentality within the office. In most cases, department goals and incentives are the root cause of these conflicts. Sales and marketing teams are pressured…

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What is the Nonprofit Finance Digital Transformation Tipping Point?

This post was originally published on the Sage Intacct Blog In the digital age, good stewardship requires an overhaul of many manual, paper-intensive processes. By using technologies like cloud computing, artificial intelligence, and open APIs for integration, digital transformation empowers nonprofit finance teams to make data-driven decisions for greater impact. Recently, digital transformation was the…

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