Case Studies Archives - InterAcct

Third Party Integration with InterAcct Software. If there is access there is normally a way to connect.

Paul Rainbow — Tue, 20 Feb 2024 05:02:14 +0000

Over the years we have been asked by or clients to integrate to a Third (3rd) Party package. And generally the answer has been “Yes, we can do it.”

Typically there is something that another software package does, or older established software in the company or software which talks to some sort of machines.

Some Third Party Examples

WorkflowMax/Xero – A different way to manage Jobs and enter timesheets. https://workflowmax2.com/
Aroflo – Job and Timesheet ability https://aroflo.com/
Sage – Connection to Payroll and Timesheet Function https://www.sage.com/en-au/
Genius Feedmill Batching System – Tracking the Weighs of Loads for Grain https://geniusautomation.com.au/

Each of these examples above have been customised for each customer’s needs.

The advantage of these integrations is that you can build a all in one solution which communicates between the desired functions the business provides.

Have you got an existing package you need InterAcct to connect to? Or is there other software you want to connect InterAcct to? Get in contact with us and see if we can help, Normally the answer will be Yes!

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e-Invoicing Customer Setup – Optional Send PDF Invoice as well.

Paul Rainbow — Mon, 12 Feb 2024 00:36:58 +0000

e-Invoicing is going to be more and more mainstream in Australia and New Zealand. We at InterAcct are close to releasing out e-Invoice module to be able to send and receive data to Customers & Suppliers who also have joined the e-Invoice revolution.

e-Invoicing will save your business time and money by reducing data entry time and errors.

There will be some setup required on each side to get the relations connected up, but this will improve as the database will understand what should be done with incoming Invoices and Lines from a Supplier with the knowledge it builds up over time.

If you are interested in e-Invoicing and the other features in InterAcct, send us an email to sales@interacct.com.au

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Marine Vessel Database Enhancements for Ports and Container Ships

Paul Rainbow — Fri, 09 Feb 2024 13:00:19 +0000

Vessel/Ship Database

There are 2 versions of the Marine Database in InterAcct, one is for Domestic Boats/Ships where the Rego Number is important, and then the Vessel/Ship Database for Commerical Vessels is used for when the IMO Number is what is the main way the Ships are recorded in the Database.

Ship Relationships

Allocated to a ship you can record many different relationships your contact names might have to this ship. They might be the current owner, an agent, a commerical manager, a brooker or an “ex” contact, or something else. Whatever thier relationship is with the ship you can record it again the ship.

Marine Job Header Record

When you create a Job against a ship you can find the ship by the IMO Number, Client or Ship Name. Then you define the type of work which will determine the fields and menus you will see. You might not see options likes Estimates and Quotes for example for Do and Charge Work.

When entering in the Job Header, you will get a list of the Clients/Contacts which relate to the ship and you will be able to select one of these to be the Contact for the work to be done.

Later when you do the Invoice for the work, you can either use this contact or another name related to the ship.

Remember we can modify the database to meet your exact requirements, so if this similar to what you need we can use this as a starting point.

Get in contact with us if you need more information at sales@interacct.com.au

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Custom Main Menus – Stock Warehouse Manager – Saves your staff time!

Paul Rainbow — Tue, 23 Jan 2024 23:17:26 +0000

From time to time we get asked to design different Main Menus for a customer. Sometimes these main menus are just for a single user in the organisation. For example the Warehouse Manager quite often has a Main Menu setup for checking Purchase Orders, receiving goods, sending goods, stock adjustments and stocktakes. And doesn’t need much else.

In our current menu structure we have the filter buttons at the top for:

Favourites
Transactions
Reports
Search
Setup
All Options

These are the menus that you will see depending on the filter button you select from the top.

In the current default menu structure this is the way we have designed a lot of the modules in the system, from General Ledger, Bank Recs, Payroll to Job Costing.

Favourites

Transactions

Reports

Search

Setup

As you can see you can normally stay with the filter in Favourites or Transactions depending on what you are doing, but the main functions and features which are used a lot are the buttons across the middle of the page and they stay the same with the filters.

AKA Search – Search for any product by Item Code, Description, Supplier’s Part Number or another way to find it.
Stocktakes – Full or Part Warehouse
Purchasing
Stock Setup – Product Groups & Categories, Units of Measure & Pricing
Stock Adjustments – Quick write offs and ons of Stock.
Aged Stock Report – By Month/Week and sorted by Product/Value

This is just one example of the main menu which could be used by a user, but there are many others. Also if this doesn’t suit perfectly we can adjust the menu options to suit your business.

If you are interested in seeing more let us know.

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A System that kept running.

Paul Rainbow — Thu, 04 Apr 2019 03:29:45 +0000

Not sure if its our oldest current client but was pleasantly surprised to get a call from a client that is still running his system from us that was originally purchased in 4th of June 1987, almost 32 years ago. “A system that has just kept running” and he wanted a few updates.

We are glad that we are still here to be able to service him and his system and that its meet his business needs for all of these years.

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Government Grants

Paul Rainbow — Wed, 13 Mar 2019 23:04:30 +0000

One question that I get asked from time to time is what assistance is available to help them with what is a reasonable one off cost to their business. While there are finance options available, another option is to get a government grant.

Grants can be available for many reasons, a recent prospect found 24 options for their industry. While not all might be applicable to their needs, it does not take too long to see what might be available.

The following website is a link to some grants

https://www.business.gov.au/assistance/search

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Module Summary

Paul Rainbow — Thu, 21 Feb 2019 21:33:35 +0000

Sometimes when we are quoting modules people can get a bit lost in all of the features that are in the standard system and what each module might do.

I have recently created a new page that has a summary of each software module that can be purchased with the standard system as well as links to videos and more detailed info on each.

You can find the page at https://interacct.com.au/interacct-software-modules-list/

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Employee Contact History

Paul Rainbow — Tue, 22 Jan 2019 21:01:25 +0000

A minor addition to the software from a User suggestion was to duplicate the Contact History screens that we have for Clients, Suppliers, Jobs etc for Employees.

A few minutes of programming later and its ready to roll out to existing clients.

The post Employee Contact History appeared first on InterAcct.

Average Cost

Paul Rainbow — Thu, 19 Apr 2018 06:26:33 +0000

I was talking with someone today and regarding the cost of the software and was asked a question on what the average size and cost would be for an InterAcct installation? On average our sites have 7 users and it costs them around $21,000 for the software and services.

There are users with just a single PC and some with 20+ Users. If you would like to find out what your expected costs are, please contact our sales team and we will be happy to help

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New Menu Structure

Paul Rainbow — Tue, 16 Jan 2018 05:13:03 +0000

Feedback over the years has been that sometimes we have too much in the software. I find it interesting that people want less out of a system but can understand that having 80 different reports and transactions under the job might be more than you would use.

In the past we jump behind the scenes and remove the links that are not needed and it only takes a few seconds to do this.

But now you have aNew Menu with the option to change a the links yourself. Not only can you remove them in general but you can have them changed for each user (separate to the security controls in the system but it still will not let you get to things that you dont have permission to see).

Here is a video on the topic and what has changed.

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