Intuit Enterprise Suite is always undergoing enhancements, because change is the one thing you can count on. That's why you should read The ERP Update.
When I try to keep up with what's going on with Intuit Enterprise Suite it's been somewhat difficult in the past. A webinar here, a webinar there, an announcement I might or might not miss. One reason is there are so many of them. And even though the Intuit ProAdvisor Academy has given us new training on Intuit Enterprise Suite, that training can be three or four months behind because even though they update it every quarter, while they are updating it, the IES team is cranking out new enhancements.
About six months ago, we were being told about a Finance Agent and Accounting Agent on their way, then they were released, and not too long ago we started finding out more and more about them, and you can count on the fact that "if AI is involved with it" (which it is) they are evolving faster than almost anyone can track.
Enhanced Agentic AI helps you automate and maintain control over work to be done while proactively handling routine tasks and unlocking financial insights. The IES Finance Agent is designed to give you clear and timely views of multi-entity performance by customizing the monthly performance summary and recommendations while still giving you the ability to drill down from the parent-level view into the individual entities.
The last changes to this feature include the ability to customize the report by adding or removing KPIs that are appropriate to your business (or your clients' businesses). But notice I said, the last changes...and this report has evolved over the past several months as IES users provide feedback and go through the process of customization. I'm fairly sure we will see changes to this report soon as it's approaching time for the next quarterly update to IES, and that's why you need a resource that focuses on ERP. And yes, that's a plug for our new banner, The ERP Update.
The first time I ever saw a flowchart was while I was in clinical training eons ago. That chart was on the proper sequences associated with performing a Code Blue Resuscitation for a patient in Cardiac Arrest. While I'm certain that I must have seen some kind of flow charts growing up with a family business involved in mechanical engineering of powerplant construction, I guess I just thought them to be schedules more than flowcharts because they seemed to me 'break for a vacation during in-plant fabrication.'
But now days, everything is about workflows. Do this, if successful, do this, if not successful do that or the other. The more complex a business, it seems that the workflows also become more complex. It's no longer acceptable to have unidirectional workflows, even with split decision trees, you must have parallel workflows, even those with intersecting singular paths off in almost every direction.
While conceptually that may seem odd or difficult, workflow automation is a big enhancement within Intuit Enterprise Suite, and like so many other areas of this ERP, even the enhancements are being enhanced. Not long ago we were creating singular paths in workflows to streamline tedious tasks and build transparency into business processes that only 'the keepers of the wisdom' possessed. Now, with IES you can get more flexibility in your procedures using complex workflows to meet your needs, or those of your clients including parallel approvals with up to five approvers.
You're not limited there; you can create hybrid workflows that combine sequential and parallel approval steps making it possible to 'flowchart' almost any process and turn it into functional time savings.
With all these workflows speeding up processes for approval of transactions, you will eliminate bottlenecks and manual follow-ups to free yourself and your team members to focus on higher-valued activities like reading The ERP Update to stay informed of the latest with IES. (Yes, another self-serving plug.)
If you can't tell by now, I want your reading The ERP Update if you are using Intuit Enterprise Suite or even considering IES as for upscaling your QuickBooks.
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Content (including feature images) adapted in part from Intuit media sources by Insightful Accountant for educational and informational purposes only.
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