Integrations

Article Dean Dorton

If your current financial management solution is starting to create productivity issues, it might be time to move on. Before you do, consider these questions to ask first.

1. What kind of benefit can we get from cloud accounting?

The cloud offers anytime/anywhere accessibility. Cost efficiencies enter in when companies move from on-premises to cloud-based solutions by reducing their need for complicated IT infrastructure expenses.

Sage Intacct, a cloud-based financial management solution also offers deep visibility into your most critical KPIs for fast answers to growth strategy and performance – something that on-premises systems cannot provide.

2. Can your software solution scale to accommodate growth?

Strong cloud-based software solutions are designed to scale with business growth to accommodate small and large companies alike. This means the right solution should fit whether you’re just starting out, or ready to add new locations, entities, or even go public.

Because Sage Intacct is also GAAP compliant and streamlines global consolidations, companies that plan to grow don’t need to worry about outgrowing this solution down the road.

3. What happens in the event of a disaster? Will we have a backup?

When a disaster happens, on-premises solutions can render your business inoperable, with the risk of permanent data loss in the case of weather-related disasters or power failures. Be sure the software you choose provides ample backup, storage and redundancy to ensure data protection.

Cloud-based solutions however are backed up remotely, and with Sage Intacct, your data is backed up and secure, both remotely and from wherever your teams work.

Sage Intacct provides continuous local and streaming backups to remote disaster recovery centers, with redundancy, so your data is secure, protected, yet accessible, on reliable Oracle database infrastructure.

4. We rely on other solutions – does your application integrate?

With the cloud, you don’t have to settle for an all-in-one solution to ensure your company data flows between departments.

Because Sage Intacct works from open web services, it can integrate with a wide range of applications from CRMs to SFAs to PSAs. This translates into time and cost savings by modifying only the financial management solution features you need, without re-inventing the wheel throughout the whole company.

5. If we customize our version of the software, will it work with future updates?

If you need customizations, consider whether your potential accounting solution will operate just as effectively down the road, after updates.

Sage Intacct provides frequent updates that happen behind the scenes to ensure a seamless workflow, and no downtime on your end things.  While Sage Intacct’s updates occur regularly, rest assured that they won’t alter the efficacy of your customizations in future versions of Sage Intacct’s software.

Still have more questions? Reach out to us to get important answers when choosing a modern financial management solution to drive your growth.

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Article Dean Dorton

3 hours, 180 minutes, 10,800 seconds…no, it’s not a song from Rent, but the average amount of time I lost completing an expense report. Or it was until I started working at Massey Consulting and was introduced to Nexonia.

After returning from a conference with several expenses and receipts, I embarked upon using Nexonia for the first time. I literally exclaimed, “Why didn’t I have this 10 years ago????”

I can’t tell you the countless hours I have spent on expense reports in the past. As someone with an average expense report each month of $10K, I was calling for hotel receipts, digging through emails, calling vendors for invoices, and keeping up with every paper receipt. My expense report was a major task and time-consuming. I truly was amazed at how easy Nexonia is to use and the time it saved me…so amazed that I want to share with you 6 reasons why you should try Nexonia:

1-There’s an app! Let’s face it – we all want an app. It’s in our hand, it’s with us everywhere, and it’s convenient. We really want the app! Nexonia has mobile applications for iPhone™, Android™, and Blackberry®. Yes, Blackberries are still out there! No Wi-Fi? No problem! With the Nexonia app simply enter your expenses and wait for the sync.

2-Nexonia’s Cloud-based web application No downloads, no checking the “About” section for the version you are on, the application is always available if you have access to a browser. The web application is an alternative to the mobile app and allows for easy reporting and approvals at the administrative level. So whether you are on the go or sitting at your desk, Nexonia has you covered.

3-No More Paper Receipts! No more cleaning out the bottom of your computer bag to find receipts. No more calling that restaurant to get a copy of a receipt that got washed in your pocket. Simply snap a picture with your phone while at the restaurant, download the Uber receipt from your email, use GPS mapping to calculate your mileage – it’s simple, quick and PAPERLESS.

4-Quick Approval We all want to get paid sooner rather than later. With Nexonia, reimbursement is a few clicks away. Click for approval and in a couple of days or less, there’s money in the bank. No more floating money to pay the bill before interest hits. Approval is quick and reimbursement is fast.

5-Reporting No more spreadsheets to type and code, then export, then import. With Nexonia, reports are shared and accessed through the mobile or web application and can be exported on an as-needed basis. With integration into most ERP and accounting systems, Nexonia makes reporting seamless and effortless.

6-Nexonia saves time With Nexonia, it’s literally minutes to enter, record, and submit your expenses, not 3 hours, 180 minutes, 10,800 seconds. I completed my expense report in a few minutes while standing at my kitchen counter the other night. No more taping receipts and highlighting the dates and amounts. No more writing down mileage. No more chasing your manager down for a signature of approval. And, most importantly, no more waiting until the next pay period to get reimbursed. Through the whole process from entry to reimbursement, Nexonia saves you time. And if you’re like me, time is something you don’t want to waste on an expense report.

So those are my top reasons for using Nexonia. Oh yes, there are others like top-notch customer support, exchange rate calculations, and DCAA compliance, but for me, it’s about quick, simple, easy, and the time savings. Nexonia makes expense reports easier and that works for me!

Email kdenton@masseyconsulting.net if you’d like a demo of the Nexonia Expense solution.

Article Dean Dorton

A quick Internet search will tell you that importing and exporting data can be a tiresome process that can bog down productivity, company-wide.

When businesses are working with multiple software solutions, often that means having to pull their people from important projects, time and again, to import and export data as new orders and client information travel through the pipeline. The whole tedious process can slow down your sales funnels, reordering schedules, and invoicing processes. It can also take time away from the other proactive tasks that help keep the company targeted on proactive growth. We see it even more during busy seasons or periods of rapid expansion and change.

For businesses to keep up with sales goals, client demands, and the competition, they need real-time data and accurate inventories. They need a system that can populate data between their various software solutions as fast as possible, whether it needs to go into the GL, against their inventory, or submitted for billing.

Finally, what businesses really need is for information to show up without having to pull someone away from other tasks to import it or export it.

Modern businesses using the cloud have a better option when it comes to managing data between cloud software solutions.  Our mConnect data transfer solution is an invisible liaison that bridges the gap between your Intacct and ConnectWise systems to automatically shuttle your most important data effortlessly between systems, to integrate only the data you want and need from ConnectWise to transfer into Intacct.

  • Customize your synchronization options for complete control over your data and how you use it.
  • Fortify your sales department with up-to-date information and sales numbers for reliable forecasting and informed sales strategy decisions.
  • Uplift accounting with more automatic processing with integrations and invoice processing for greater accuracy and improved efficiency.
  • Harness data with real-time visibility on just what you need to support your customers and work seamlessly with vendors.
  • Simplify collections, track invoicing and get invoices up-to-date automatically.
  • Sync inventory from a single location, to access stock counts from the field, with real-time visibility.

Are you ready to give your teams the tool they need to streamline your workday, and the transfer data of between systems? Our team of expert controllers and accountants understand the pains of transferring data to support financials. To uplift teams who are spinning their wheels to get critical information where it belongs, let us show you how mConnect can speed up importing and exporting to kick productivity into high gear.

Article Dean Dorton

Have you used the Excel Copy/Paste function to import journal entries from Excel to Dynamics GP?  Wouldn’t it be great if you could import other types of data (customers, vendors, inventory items, payables, receivables, etc.) from Excel into Dynamics GP with just a push of the button?  You can with eOne Solution’s SmartConnect and SmartConnect Excel Add-in.

The SmartConnect Excel Add-in allows you to kick off an integration to Dynamics GP from within Excel.  Users enter their example maybe your company has a software that manages your employee expenses but doesn’t import into Dynamics GP, however, it will export to Excel.  You could easily import the employee expenses from Excel into Dynamics GP as payable transactions with the push of a button.

The great thing about the Excel Add-in is it allows the average user to import data into GP.  As long as the user can get the data in the defined format then they can import the data.   Imagine being able to increase user productivity and keying errors because users would no longer have to manually key data into Dynamics GP.  Another great thing about the SmartConnect Excel Add-in is that as long as a user has an internet connection and access to the SmartConnect REST service then the Excel Add-in can be used to import data into Excel or Export data.

Not only is the SmartConnect Excel Add-in FREE with each purchase of SmartConnect but there are also FREE templates that you can download from the SmartConnnect download page.  There are no additional purchases required and the Excel Add-in is not based on a per-user charge.  To get the SmartConnect Add-in you’ll need to download it from eOne’s Downloads Page.  You’ll also need to have your SmartConnect login and the connection/credentials for your company’s SmartConnect REST Service.  You’ll need to have Excel 2010 or newer.
For more information about the SmartConnect Excel Add-in or for a free demo contact us today!