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How We Sync GetLinked With Sage Intacct To Power Up Our Customer’s Reporting

In May 2018 we announced our partnership with GetLinked. Here are a few things we’ve been doing with it, with some examples of how we have used it and stories of time and money savings.

Since beginning our partnership, we have been working with GetLinked to enhance their sync into Sage Intacct. GetLinked has some limitations as you might typically see with a Quickbooks install. The sync worked well to departments but did not sync into items, classes, customers, and other dimensions like vendors.

GetLinked built out a new version for us to sync all the dimensions into Sage Intacct. Also, they helped us understand Daveport (?) as a new dimension in restaurants. For example, lunch versus dinner. We’ve been able to reconfigure the point of sale (POS) and add additional POS items for the lunch categories versus the dinner categories and bring in those food sales for lunch and dinner as a meal type of class. We now can get more granular into the analysis of the sales per day. GetLinked has helped us enhance that.

We haven’t seen any other system integration to the POS in that way. It’s unique in that it evaluates lunch and dinner differently. In the past, the process was manual for this evaluation. First, we dumped data into Excel, and then a financial analysis was manually done to see performance over time.

With the creation of some automated data tagging to run reports in Sage Intacct by GetLinked, we can operate on a more granular level. GetLinked helps control the mapping tables for us, and we can log in, update the mappings when we add new ones, map it accurately, and then everyday sync it into Sage Intacct.

Why Doesn’t Sage Intacct Natively Sync This Information?

This information isn’t in Sage Intacct; it resides in a Point of Sale (POS) system. No bartender or server is going to enter data into Sage Intacct, related to menu choices. The POS handles all of that information and then it creates a daily sales report many times in a different configuration that might include a PDF.

GetLinked syncs with the most POS systems that I’m aware of with any integration tool. Over 50% of our restaurant clients use one of the POS systems for which GetLinked built the integration. I believe there may be about 37 POS systems that GetLinked has on the approved list. If one of our customers has that, we want them to go to one of those that GetLinked can get the script information off the database of the POS. So then we configure it the way it needs to go for their financial analyses so that they don’t have to run a report in the POS, put it in Excel every day, and then have the Excel document be their database. You can’t run reports off of Excel, and you have to look at the data and analyze it in a very manual way. By getting it into Sage Intacct, in a lower level granular way to match the way the POS is, we’ve got a database there that has all these dynamic real-time live reports we can slice and dice data and build reports on the fly as we continue to analyze it.

That is the biggest reason we chose GetLinked specifically, and we like to work with the best partners in the nation. Regardless if it’s a preferred provider for what system it is, GetLinked is one of those preferred providers because they are super sophisticated with their accounting control. Many other integration tools don’t have the accounting checks and balances like GetLinked. GetLinked won’t let you bring in an unbalanced transaction. Many others will.

We chose GetLinked because they are a gold standard partner from a higher level enterprise accounting perspective. They offer many more checks and balances so that we’re not running out of control or the systems aren’t talking to each other properly. The way that they build their software allows us much functionality related to accounting control and compliance.

There are many POS systems out there. Our customers can use what they like; we prefer they use one that GetLinked integrates with Sage Intacct.

GetLinked will build the integrations from the POS into GetLinked. Several of them we developed based on that the restaurant wanted to use a specific one to their industry or their quick service. GetLinked will build the integration for our clients for a fee.

We have a client, Affairs to Remember who will be using GetLinked once we enhance and optimize their current system, Caterease. We are making some manual system connections. Over time, it’s taken about nine months so far to get a manually built sales process because Caterease was just being used sometimes like you use QuickBooks. Like in QuickBooks trial balance and sub-ledgers might not tie. So, you might have a sales contract that doesn’t balance to the commissions paid from the sale. We are working to get the Caterease system better set up and then we probably will get GetLinked involved in the future for automation.

If there is any integration you need with Sage Intacct already built with Sage Intacct, then GetLinked is your 50/50 way to go around that.

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