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This month, I am particularly eager to share with you recent developments at Roghnu that directly affect the value we provide.
You may be familiar with the Entrepreneurial Operating System championed in best-selling books like Traction.
We have started our EOS journey to improve our organization and better serve our clients. Though we are in the early stages — about three months into a two-year journey — we have already experienced moments that shine a light on what it takes to create and share a vision, hold each other accountable to that vision, and work as a team.More than ever, we are following defined processes and implementing systems that are improving our efficiency. This helps us be a better partner to you and everyone we work with, which is our ultimate objective.
—Judd Trayling, Roghnu CEO
Join us for Sage Transform 2024
Sage Transform 2024 is just around the corner — are you ready? Roghnu will be there Feb 26-29 at the MGM Grand in Las Vegas.Registration opens this month, and the earlier you register, the more you save.
Visit the Sage Transform 2024 home page to see the conference:
- Agenda
- Training sessions
- Discounted room rates
- Highlights from last year’s event
If you plan to attend and would like to meet with us, click the link below to set up an appointment.
What should we build next?
Roghnu is developing a toolkit to add more functionality to Sage Intacct so you can make even better use of an already incredible solution. And we want your input!
Our first set of utilities that we think you’ll appreciate include:
- A/R Advance Import. This was developed to make it possible for you to import A/R Advances in Sage Intacct.
- Dimension Update Import. This adds update import functionality for dimensions including Class, Project, Department, Location, and Employee.
- Contact Mass Email Functionality. Send mass emails from within Sage Intacct from your own domain.
What should we build next? Comment on our LinkedIn post with the features you would most like to see integrated into Sage Intacct.
Sage Intacct Release 4 for 2023
Every new release by Sage Intacct is a reason to be excited, as their latest release proves again.
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Change GL account numbers. Change your settings for the length of account numbers. You can also change the account numbers. These capabilities are helpful when you need to make more account numbers available or you merge with a company and have to standardize.
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View preferred payment method for vendors when paying bills. A new column in Pay Bills shows the preferred payment method for each bill to pay. Use this informational field to decide which bills to pay using the dropdown at the top of the page.
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Control how far into the future you allow posting. Now you can control how far into the future you can post by limiting the number of unlocked years. Use this feature to prevent accidentally posting to dates far in the future.
Six reasons to work with a VAR
If you’re looking for a new accounting software solution, or know someone who is, we’ve got some helpful advice to follow before making a choice.
In our newest video you’ll learn the six reasons that working with a value-added reseller (VAR) can be a wiser, more cost-effective solution than buying direct.
Automate your 1099 submissions
Have you got your 1099 balances up to date for this year? If you’re dreading the process, we’ve got good news. Tax Bandits offers a 1099 integration within Sage Intacct that automatically files and sends 1099 forms to your vendors. We can vouch for it, too. Our own team uses it, and they’ve said it’s been a big help.With 1099s due at the end of January, now is the time to get your balances in order for this year.Need help? Give us a shout!
Need our help?
Interested in learning more about Sage Intacct? Call us at 813-616-5090. We can answer your questions and let you know how it would work as part of your business processes.
Need support? We’re here to help with:
- Training
- Reporting
- Reconciliation
- Setting up new modules
- Other needs you may have
We can also set up a support plan or a project to align with your goals.
Want to do some research on your own? You can find answers at our Sage Intacct Help and Data Portal Help pages. Plus, visit our new support site.
Struggling with unintegrated applications? If you have applications that need manual mapping / handling of data and you want to automate those processes, give us a call. Our Data Portal supports integrations, and our team will make sure they’re maintained and working (so you don’t have to).
Want access to Sage Intacct in Excel, SpreadSheet Server, PowerBI, Tableau, Access, or anything requiring an ODBC connection / data set? Our experts are here to answer any of your questions and resolve your issues.
Get paid for who you know
We can all use a little extra income these days, right?
To show our appreciation, we’re rewarding all of you who help our company grow. Here’s how it works:
If we close a deal with a lead you referred, you get 10% of the software license.
You’re also eligible to receive 5% for the second and third years of the deal if you:
1. Continue to provide referrals and…
2. They close software subscription agreements with us within 12 months of each other.
Send us the name, email, and/or phone number of someone we can help, just as we helped you.
Reach out to us if you have any questions or feedback about our referral program.
