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Cloud Accounting and Finance Forum

  • Concur Event

    Wipfli Named Concur App Center Partner of the Year

    By on April 27, 2017

    In 2013, Concur launched the Concur App Center, opening the platform up to qualified third-party developers who could help meet the unique needs of customers by creating applications that worked with Concur Travel & Expense and connectors that enhanced the Concur platform.

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  • Dynamics 365 and LinkedIn Integration

    Big Update in Dynamics 365: LinkedIn Integration

    By on April 26, 2017

    When Microsoft Dynamics 365 was announced, it was touted as a game-changer for organizations, as well as an important shift in thinking for Microsoft. As a cloud-available option with a new pricing structure, the announcement showed that Microsoft was poised to make a comeback,...

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  • Digital Transformation

    Leveraging the API Economy to Empower Your Finance Team

    By on April 25, 2017

    There are many factors that go into the evolution of businesses. What was once touted as “the cloud is the secret to digital transformation” (circa 2012) evolved to become “big data will be the next big thing” and began to include everything from Industry...

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  • Top Ten CIO Trends

    Ten Resources for CIOs Looking to Take Control in 2017

    By on April 24, 2017

    Looking to get ahead and stay ahead? Following last month’s CIO Reading List article, we would like to share with you some of our top pieces of advice for CIOs who are looking to take control of their IT Strategy as 2017 churns along....

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  • Burdens on Finance

    Three of the Heaviest Burdens Holding Back Finance Departments

    By on April 21, 2017

    You’ve heard of “the straw that broke the camel’s back,” a euphemism which explains that after the burdens are piled up, even one tiny addition can cause the entire process to falter. The same goes for finance departments at growing organizations. As your organization...

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  • Modern Accounting Intacct

    Are your emails being sent from Intacct getting caught in SPAM or Junk Folders?

    By on April 18, 2017

    Wipfli has been receiving quite a few support requests about this exact same issue.  In response, we are sharing an article providing a setup option for those of you who are emailing documents from Intacct and experiencing issues with delivery to junk/spam.  Because the...

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  • Intacct Shared Document Shared Storage

    Intacct – Eliminate Transaction Location Approval Limitations in Purchasing

    By on April 13, 2017

    If you have ran into a limitation with the use of Transaction Location approval on a Purchasing document, if that the transaction requires the same Location for all line items, we have a workaround. Working Around Limitations of Transaction Location Approval on Purchasing You...

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  • Modern Accounting Intacct

    Looking to Track Grant Budget, Commitments and Actuals in Intacct?

    By on April 10, 2017

    Nonprofit Foundations and Trust organizations often require specific reports to track their grants and commitments.  If you’re required to track and report total budget vs committed funds vs actual for your grants, across multiple years, Wipfli has developed a report to meet your needs.

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