Overall Satisfaction with Intacct
Being in the outsourced Accounting world we use Intacct two different ways. First, our organization uses it for our own internal accounting software and second we recommend and use Intacct for our clients when it is the best solution for their business.
For our organization, it is used by the entire company. Our accountants (employees) use it to enter their time to allow for management to keep track of hours spent on each client with a quick click of a button. Team Leaders receive emails telling us when the time is submitted and then they review and approve accordingly. The Director of Client Services and the Accounting Manager use the time to create custom reports which help us to see if we are profitable for each client and Team Leaders can view to see if all time is submitted properly and if a client's price may need to be increased. We also use the Tech Change Order feature to help us manage price increases needed as well as utilize requests for refunds, etc. This all helps cut down on internal emails and back and forth, we can put requests right into the system and the accounting manager can process with ease when its time to do the billing.
For our clients we use it for their accounting. It is hard to say exactly what it is used for since we have clients in vast array of industries and all use the software differently. The best thing I can say is that the custom reporting really helps for consolidating reporting. You are able to create reports with ease and they are very functional.
For our organization, it is used by the entire company. Our accountants (employees) use it to enter their time to allow for management to keep track of hours spent on each client with a quick click of a button. Team Leaders receive emails telling us when the time is submitted and then they review and approve accordingly. The Director of Client Services and the Accounting Manager use the time to create custom reports which help us to see if we are profitable for each client and Team Leaders can view to see if all time is submitted properly and if a client's price may need to be increased. We also use the Tech Change Order feature to help us manage price increases needed as well as utilize requests for refunds, etc. This all helps cut down on internal emails and back and forth, we can put requests right into the system and the accounting manager can process with ease when its time to do the billing.
For our clients we use it for their accounting. It is hard to say exactly what it is used for since we have clients in vast array of industries and all use the software differently. The best thing I can say is that the custom reporting really helps for consolidating reporting. You are able to create reports with ease and they are very functional.
- Order Management ~ You are able to have multiple stages to allow for the proper flow within your organization.
- Time Sheet ~ employees are able to enter their own time and submit, managers approve, and then invoice and create reports accordingly with the proper flow.
- Custom Reporting
- Intacct templates for importing data can at times be clunky and hard to use. It is a great process and the concept is awesome, however at times we find ourselves spending a lot of time hunting down why there is an error with an import.
- Our internal use of Intacct has helped with employee efficiency. We are no longer trying to determine which clients were billed for what, what services need to be added or removed and/or how many hours were spent on a job. All this information is available in one software with a click of a button. No more need for updating of Excel spreadsheets with complicated formulas that breakdown.
- QuickBooks Premier,NetSuite
We used QuickBooks in the past internally and switched to Intacct. QuickBooks was great, however there were limitations around order management, utilizing this module in Intacct has helped with the flow and put the necessary levels and procedures into place.
Using Intacct
Intacct Implementation
- Implemented in-house