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Amy Jorgenson

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Latest activity by Amy Jorgenson
  • Amy Jorgenson created an article,

    Breakdown of Profile Name Fields

    For an organization or individual profile, there are several fields for storing names. Some include: Organization Name, First Name and Last Name, Report Name, and Sort Name. All of these are found ...

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  • Amy Jorgenson created an article,

    Initial Setup for Entity Management

    Setting up entity management is complex. Many of the steps cannot be completed without the assistance of our team. Please visit our Professional Services page to inquire about the Entity Set Up pac...

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  • Amy Jorgenson created an article,

    What is Entity Management?

    Setting up entity management is complex. Many of the steps cannot be completed without the assistance of our team. Please visit our Professional Services page to inquire about the Entity Set Up pac...

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    • 1 follower
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  • Amy Jorgenson created an article,

    Integrate MC Trade with Sage IntAcct Accounting Package

    MC Trade integrates with Sage Intacct to help streamline your accounting data entry. You can set up the integration to link to your company's Sales Intacct file, use this connection to import your ...

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  • Amy Jorgenson created an article,

    Integrating Intacct: Set up IntAcct Locations and Departments

    Integrating MC Trade with your Intacct accounting system allows you to easily keep the two applications in sync with each other. Once connected, MC Trade will be your system of record for revenue t...

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