Client Systems Archives - InterAcct

Main Menus – Filters and Modules – A Quicker way to Navigate

Paul Rainbow — Mon, 24 Jun 2024 02:50:35 +0000

We have arranged our Main Menus a little differently to we have done before, so we can filter by the type of menu.

These being Setup, Transactions, Reports, Search and then Favourites and All Menus.

Doing this should make it easier to navigate when there are a lot of modules active, and also hide functions like search, setup and reports when you are focused on data entry.

This new menu structure can be imported into an existing InterAcct System, and is now the default for new InterAcct Systems. The option menu structures are still available if you prefer the old method, but we think once you get used to the new structure you will find it quicker to navigate.

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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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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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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.

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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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Personal Client Training Videos

Paul Rainbow — Mon, 04 Sep 2017 05:03:27 +0000

We have had some instances where a client will want their system personalised to better suit their specific needs. In most cases these changes are minor, just moving data around or adding and removing fields from data entry. But where the changes are more significant one option open to clients is to have a training session after the changes to cover how to use the new system.

This is great when it’s fresh in everyone’s mind, but another option is to have your developer create a specific video training session on your changes so that new staff in the future can have the training in the same level of detail or that you can refer back to it at any stage.

We have created these Personal Client Training video’s using Techsmith’s Camtasia Studios. They can be stored on your server or viewed online with a password.

Contact your Project Manager if you wish to take advantage of this service.

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Product Price by Tonne

Paul Rainbow — Mon, 12 Oct 2015 01:31:30 +0000

A recent client change for a Steel company that we are working with involved having the function to update a range of products price based on the price by Tonne rather than pricing by each item or per metre of product.

The routine allows for multiple suppliers to have their own prices for items in this group and it even updated all of the pricing information under the Lengths and Sheets module of the software.

A simple change to the software that allows this client to quickly update thousands of product items in seconds when steel prices change.

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Paint/Chemical system

Paul Rainbow — Wed, 22 Jul 2015 02:29:02 +0000

Over the years we have had a few times that we have worked with Chemical or Paint manufactures. Each system has been unique based on the client’s needs, but the basics of having a formula for making a batch of product and a means to break down this batch into different packages (of different sizes or types) and converting them back to stock items has been always similar. We will shortly have a new software profile of a system that we recently have completed.

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