Financial Management Enhancements
See Also: Intacct Electronic Bank Feeds
Beginning with the Intacct 2021 R2 release, you can create matching rules to ignore leading zeroes on incoming checks and match by amount and doc number. Plus, even more matching capabilities are coming in future releases. But for now, let’s take a deeper dive into how matching rules work and setting them up.
Expanded Billing Flexibility in Contracts Management
Lastly, you can now import billing price lists using a CSV template. Previously, you had to add billing price list entries via API or manual data entry. Use the import process to create new billing price lists or add new price list entries to existing price lists. The new billing price list import template contains everything you need to get started importing your data.
Even Better Inventory Control
In addition, over 40 additional standard item attributes have been added for even more detailed and comprehensive inventory item tracking. These additional standard fields allow you to track even more data points without the need to create any custom fields. Most of these new fields are based on industry research in wholesale distribution, third-party integrations, and customer feedback to further define the unique characteristics of an item according to various and unique business needs.
Lastly, it’s now faster and easier to run reports from an inventory item without having to leave an item record. Simply click the links added to the Inventory section on the General tab to quickly and efficiently run these reports (screenshot below).
Expanded Custom Reporting and Analytics
Taking flexibility to another level, you can now join reporting areas on the fly in Interactive Custom Report Writer. Joining reporting areas shows columns side-by-side, so you can get better visibility into the relationships between your data.
Plus, new pre-built time attributes added in Interactive Custom Report Writer and Interactive Visual Explorer allow you to easily organize your data by fiscal year, quarter, or month. You can quickly drag and drop attributes to filter reporting by prior or current fiscal year, quarter, or month, reducing the time and necessity of manually adjusting dates.
Lastly, based on customer feedback, Intacct 2021 R2 adds a new option to output filter criteria in reports created using the standard custom report writer tool.