February 17, 2021
1:00 pm - 2:00 pm

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Customizing Your System Should Not Need Code

As an accounting system user, you know that every field and business rule you need in a financial system is most likely not going to be there “out of the box.” Depending on the system you use, some of what you want or need might NEVER be there because what you see is what you get. For other systems, you can get what you want, but be prepared to pay hefty tech consulting fees for coding-driven customization. This isn’t what anyone wants to hear, and this isn’t how things have to be! In the webinar, we will discuss:

  • Best in class cloud accounting that allows for customization through configuration, NOT code
  • Different types of customization available to end users at no additional cost
  • How customization allows you to write your own rules (such as “you can’t code this account to that department!”)
  • Examples and case studies of how real-world companies have put their own customization and tailoring in place to individualize their accounting system

For a primer on moving to cloud financials, read Seven Reasons to Move to Cloud Financials Now.

Join us to learn how you can take advantage of best in class cloud financial management with simple, intuitive capabilities to customize and tailor the solution to your liking.  Bring your questions! We’ll reserve time for Q&A.

Who Should Attend

Individuals leading the accounting/finance function, system administrators. CPAs working with these companies will also find value.



Jim Norton, CPA

Former Principal, Accounting Technology Services

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