DASH Integration
Save time and improve efficiency When a job is created, invoices are posted or payments are received in one system, the data is automatically updated in both systems without any additional manual effort, reducing time spent on data entry.
Ensure accuracy and reliability With near real-time updates, the integration ensures that financial data is always accurate and consistent across both systems. This means job details, invoices, payments and bills are always current and reliable.
Tailor the system to your needs The integration offers customizable mapping tables and configurable options to adapt to your specific requirements, supporting various business processes and scaling with you over time.
Unlock seamless integration between Sage Intacct and the DASH restoration management system with Baker Tilly’s DASH Integration. This powerful integration ensures your accounting and job management systems work in harmony by automatically sharing critical financial data at key milestones like job creation, invoicing and bill processing. Streamline your workflow, save time and eliminate duplicate data entry while maintaining consistent financial records effortlessly.
Key features
Product overview
Integration points
DASH
Sage Intacct
Job synced
Estimate/work order created
Invoice totals updated
Total collected updated
Job costs updated
Job created
Customer created
Project budget updated
Invoice posted order entry (OE) or accounts receivable (AR)
AR adjustment posted
Invoice paid
Credit card transaction posted
AP bill posted
Journal entry created (e.g., payroll)