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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

2017 Buyer's Guide to Accounting and Financial Software

Andrea White - Wednesday, May 17, 2017


 In today's business world, financial leaders must be able to balance managing an increasing level of business complexity while maintaining an efficient level of speed and productivity. Rather than continuing to rely on outdated legacy softwares with limited capabilities and archaic financial data management systems, it is more than prudent to take the time and advance the tools you use to handle your business 's financial lifeblood and expand your business's capabilities as you move into the future.

Is your accounting software helping you grow—or holding you back?


Download the 2017 Buyer's Guide and Discover:

The Modern CFO's Balancing Act
• 6 Key Questions to Ask Before Moving to the Cloud
• Evaluating Cloud Software Solutions

Software Delivery Models
• On-Premises Solutions
• Hosted Solutions
• Cloud Computing Solutions

Vetting Cloud Software Providers
• 7 Attributes to Look for in a Cloud Vendor
• Service Level Agreements (SLA) & Performance Metrics

Intacct is the innovation and customer satisfaction leader in cloud ERP software. Intacct is designed to improve company performance and make finance more productive. The Intacct system includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered over the Internet via cloud computing.

Essential Features of a Modern Accounting System for Nonprofit Organizations

Andrea White - Monday, May 15, 2017


Does your fund accounting system force you to struggle with manual processes that limit flexibility, drain productivity, or restrict system-wide visibility? Are you struggling with the most basic of nonprofit financial management functions, such as fund tracking, operational administration, or maintaining a comprehensive audit trail? Intacct provides not-for-profit organizations with unparalleled software that provides you:

Automated & Streamlined Financial Management
• Free yourself from manual processes.
• Deliver accurate financials faster.

Operational Flexibility
• Manage financial information how you want it.
• Customize workflows & system access.
• Optimize fund transparency & accountability.

Cloud Software Solutions
• Reduce IT expenses
• Integrate with other leading softwares.

Now is the time to consider moving to a modern accounting system!

Intacct's accounting software is fully customized for nonprofit organizations. Intacct offers you greater efficiency and managerial visibility, so you can drive costs down while fully pursuing your organization’s mission.

OSAS Tip: Roll with the Shipping Changes

Andrea White - Thursday, May 11, 2017
The Change Tracking Number function in Sales Order gives you the option to change tracking numbers after orders have been posted through the system. Enable this functionality in the Resource Manager Options and Interfaces screen for Sales Order.

To read about more recent additions to OSAS, check out the OSAS Build History page.

TRAVERSE Tip: Personalize that Packing List

Andrea White - Thursday, May 04, 2017
Want to further cement your brand identity through every customer interaction? In Sales Order, you now have the option to print a logo on the Packing List.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

OSAS Tip: Age It Your Way

Andrea White - Wednesday, March 29, 2017
You've spent time diligently creating distribution codes in your accounts... why not use them to track down overdue cash? You can now select a distribution code to determine the customers you want to view in the Customer Aging Inquiry of Accounts Receivable.

To read about more recent additions to OSAS, check out the OSAS Build History page.

TRAVERSE Tip: Give Your File Cabinets a Break

Andrea White - Wednesday, March 22, 2017
You now have the ability to manage archived documents, such as invoices, with a new Manage Documents function in the System Manager menu. This function allows you to reprint, purge, and export documents if you are using the Archive feature.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

OSAS Tip: Narrow Down the Date

Andrea White - Thursday, March 02, 2017
Do you need to track down transactions for a specific time period? You are now able to select a date range for the Transaction History Report in Inventory.

To read about more recent additions to OSAS, check out the OSAS Build History page.

TRAVERSE Tip: Hold that Sale!

Andrea White - Monday, February 27, 2017
Do you have customers on credit hold, and need to give your sales staff a heads-up? The Orders screen in Sales Order displays a credit hold indicator if an order is attempted for customers with a credit hold status.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

OSAS Tip: Payroll Print Preview Power

Andrea White - Tuesday, February 21, 2017
The Print Preview of the summary version of the Formulas List now includes links that produce the detailed Formulas List for the selected Formula ID. This allows you to print the summary report with the ability to drill down to the details behind the values.

To read about more recent additions to OSAS, check out the OSAS Build History page.

TRAVERSE Tip: What's on Hand Now? How About Yesterday?

Andrea White - Thursday, February 16, 2017
A recent TRAVERSE update provides extra flexibility in tracking your inventory. You can now use an interactive view to more easily check the on-hand quantity and valuation of an item as of now, or as of a point in time.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

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