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Hello everyone, thank you for taking the time to visit to our new Consulting Services Blog. I am Andrea White, the Manager on Porte Brown's consulting services team.


The team and I would like to welcome you and look forward to sharing helpful information on the topics of managerial consulting, strategic consulting, and technology solutions, such as ERP Solutions, CRM, and custom software solutions.


Welcome to Our Consulting Services Blog!


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Consulting Services Blog

TRAVERSE 11 Update Build 18296 Is Now Available

Andrea White - Monday, November 26, 2018
A new update, Build 18296, is now available for TRAVERSE version 11. Please follow the instructions in your TRAVERSE version 11 Administrator's Guide to update your installation.

Read on to learn about the notable updates made to the features and functionality in this build. Visit TRAVERSE Build History for more information.

GL | Allocations

The Periodic Allocations functionality was originally released in TRAVERSE Standard and is now available in Global. You now have the ability to define and then periodically allocate amounts from a defined pool of source accounts to defined recipient accounts based on a number of allocation methods. See the online help for more information. Available in both Standard and Global Versions.

MP | Release Production Orders

Unit of Measure (UOM) and Est Start Date are now available in the Column Chooser to add to the Release Production Orders grid. Available in both Standard and Global Versions.

SM | User Defaults/Admin

The functionality initially released in the Global version will now be available in Standard. This includes system-defined defaults for additional applications and allows for setting defaults for Bank ID, Batch ID, Location ID, and more. Available in both Standard and Global Versions.

SO | Orders

Enhancements have been made to the 'Copy' functionality previously released (Build 18179) such as:
   • Checkbox for 'Use Header Location' which pulls the location from the header of the order
   • Checkbox for 'Item Summary' which highlights the last items sold without duplicating the same item ID
   • Streamlined data entry by allowing users to enter the Quantity without selecting the line
   • Column added for 'Last Qty Ordered' for increased visibility to assist in item selection
   • Validation so that if an item doesn’t exist in the header location, it will not be brought into that location
Available in Global Version Only.

SO| Transactions

TRAVERSE now includes a Customer Part Number (Alias) via the existing Item Customer Alias functionality within Inventory. This will provide users the ability to capture and/or enter a customer based Part Number (Alias) within the order entry systems as well as transaction and history inquiry features. The alias values can also be placed on customer facing documents using the Design Studio. Available in both Standard and Global Versions.

TRAVERSE Payment System (TPS)

Payment Service Integration for TRAVERSE® (TPS) manages the interaction with external payment providers, including the encryption/decryption of any values shared between them and TRAVERSE. The payment service supports both card present and hosted payment form. See the online help for more information. Available in both Standard and Global Versions.

Note: to ensure data privacy, any new TRAVERSE functions are delivered with no user access. You can use the Server Manager or the Administrative functions in the System Manager to grant permission to new functions for your users or groups.

TRAVERSE Build Updates

Andrea White - Tuesday, June 26, 2018
Responding to client feedback, Open Systems will be releasing fewer build updates for TRAVERSE. The updates themselves will be larger in nature with more features and functions on average than our previous builds. This system will help you and your clients plan updates more carefully. We are currently targeting four updates annually. As these updates become available, detailed information will be provided about the content related to the update.

Read the newly re-designed TRAVERSE Build History for additional information.

Next Generation Financial Consolidations

Andrea White - Tuesday, June 19, 2018

Corporate accounting has long been viewed as custodian and curator of financial data. However, whether it’s bringing the data together or distributing the financial results broadly, the financial consolidation process has long been an onerous drudgery of information assembly, validation, and reporting. The consolidation process for many corporate accounting groups is sometimes measured in months, often measured in weeks, but rarely measured in days.

Read this white paper and learn why the traditional approach to consolidations doesn't work, and how automation improves business insights and supports faster growth. Learn More

Sage Intacct Q2 2018: Update 5/22/18

Andrea White - Tuesday, May 29, 2018

Sage Intacct does four major releases a year to roll out updates, as well as other minor maintenance updates on a perpetual basis to handle bug fixes, and other changes. These are automatic, everyone gets them and no action is needed to receive the new features and enhancements. The second release for 2018 went into production the evening of May 18th.

These updates have two primary focuses: increasing your business efficiency through automation, and driving performance and growth through insight.

With this release Sage Intacct has made some improvements that we at Porte Brown wanted to share with you to keep you informed. Here is a summary of the highlights... Read More

Are You Ready to Be a Tech-Savvy CFO?

Andrea White - Monday, May 07, 2018

Your business is changing. Your market is changing. Even the macro-economy is changing. The question is: Are you changing?

For today’s finance leaders, adapting to this new environment is no longer optional. In many instances, the tools, strategies, methods, and tried-and-true metrics you’ve used to run a top-notch finance organization and forge a successful career—well, they might not be what you need to move forward. So are you content with the status quo, or are you ready to embrace a new role: change agent? Learn More

Sage Intacct Customer Profile: USA Fencing

Andrea White - Thursday, April 05, 2018

USA Fencing is a nonprofit with a mission of growing the centuries-old sport of fencing. Three primary revenue streams support the organization—membership dues, tournament revenues, and grants from major funders like the U.S. Olympic Committee and Department of Veterans Affairs. This model requires complex financial reporting that was difficult to keep up with using basic accounting software like QuickBooks.

“When it became clear that we needed a more powerful system to handle our nonprofit accounting needs, we evaluated both Sage Intacct and Blackbaud,” said Keri Khan, director of finance and business services at USA Fencing. “Sage Intacct was without a doubt the best choice for..." Learn More

Six Rules for ASC 606 Readiness

Andrea White - Thursday, April 05, 2018

The new ASC 606 revenue recognition standard goes into effect at the start of 2018 for public companies and the start of 2019 for private companies. The rule has far-reaching consequences, particularly for companies that have revenue tied to contracts, and it will likely require significant upgrades or updates to your accounting technology.

To help you transition and plan for the extensive changes, we have identified six critical capabilities accounting software must..." Learn More

Mastering the Complexity of Revenue Management

Andrea White - Thursday, March 29, 2018

For many finance professionals, revenue management is among the top challenges today. With its combination of loosely defined regulations, evolving standards and stiff penalties for noncompliance, revenue management creates unacceptable levels of complexity and variability that often overmatch the resources and expertise of many finance teams. Faced with these hurdles, companies are looking to automate revenue management processes to gain efficiency, strengthen compliance, and improve visibility.

Sage Intacct Revenue Management automates and optimizes the financial processes associated with complex revenue recognition. Sage Intacct is the cloud-based technology that allows your finance team to connect systems, automate processes, and analyze the business. This solution frees your staff from the intricacies and headaches of... Learn More

Turn Impossible into Possible

Andrea White - Monday, February 19, 2018

Fast-growing businesses choose Sage Intacct to automate subscription management and complex revenue accounting, while delivering deep insights into financial and operational outcomes. Sage Intacct Contract Revenue Management also provides the first automated solution to the regulatory complexities of ASC 606 and IFRS 15. Learn More

Launch Your Business to New Heights

Andrea White - Monday, February 19, 2018



All businesses know: It's not easy to find the time, expertise, and resources needed to get off the ground when deploying new software. That’s why Sage Intacct created the Business Fundamentals Launchpad. This structured, tightly focused services package is ideal for organizations wanting Sage Intacct’s core functionality up and running quickly.


Whether you’re stepping up from QuickBooks or transitioning from other legacy financial management systems, Business Fundamentals Launchpad gets...  Read More

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