Accounts Receivable

  • What’s New in Sage Intacct’s 2022 R2 and R3?

    Learn what’s new in Dashboards, AR Payments, and AP Attachments in R2 and R3 2022. Then join our complimentary webinar on Tuesday, September 27th to learn even more.

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  • Are You Maximizing the Value of Your Software? Building an Effective Collections Process

    Sending an invoice out of new accounting software is a significant milestone of a successful go-live. The time spent during implementation crafting an invoice template and learning how to batch email invoices to customers has certainly paid dividends in time saved on processes. Now that you’ve gained this efficiency, you wonder if perhaps you could dedicate time to reimagining the collections process. After all, it is crucial that your customers make payments on time. The importance of a steady income stream is never more visible than when satisfying your business’s obligations. Without a steady stream of income, the effects could trickle down according to Fundbox in the following ways:

    23% of businesses are not able to hire new employees
    23% cannot invest in new equipment
    20% can’t spend on marketing
    18% hold back on pay increases or bonuses for employees

    While cash flow is important, the collections process is a delicate balance between collecting on delinquent accounts and not irritating customers.

    Let’s take a look at how we might be able to leverage the new (and free) Sage Intacct dunning notice functionality by delicately incorporating it into the collections process.

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  • Incorporating Sage Intacct Order Entry for Itemized Billing

    Do you scramble to answer customer questions about their billing? Is customer billing being provided to accounting from another application or team within the organization? Sage Intacct’s Order Entry application eliminates the never-ending task of tracking down itemized details about an invoice sent to a customer. Order Entry integrates with Accounts Receivable, enabling you the […]

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  • What’s new in Sage Intacct R1 2022?

    Missed the enhancements in Sage Intacct’s Release 1 (R1) on February 18th, 2022? We understand, keeping up with all the new features released is a task in and of itself. In this blog we’ll review a few enhancements worth noting across some key areas in the system which include: report writing, accounts payable, and accounts receivable. Then join us for our complimentary webinar on R1 2022 and R4 2021 on Tuesday, March 29th.

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  • Import Data into Sage Intacct with a Breeze

    Avoid the common pitfalls associated with Sage Intacct imports with these helpful tips. Then register for our complimentary webinar and earn CPE credits on May 25th.

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  • Tips for a Smooth Year-End in Sage Intacct

    With the end of 2020 quickly approaching, we’ve compiled a checklist to help your accounting team efficiently and painlessly maneuver through year-end and prepare for the New Year ahead with Sage Intacct! Read on for our 11 tips for a smooth year-end.

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  • Sage Intacct Release 4 2020

    What’s New in Sage Intacct: Release 4, 2020

    Sage Intacct’s final release for 2020, R4, includes important updates to the management of the subledger, reporting, user interface, and enhancements to module functionality for the accuracy of billing, and balances.  In total, a solid release with practical changes to help you get further, faster, and first in your attention with organizational stakeholders. 

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  • Sage Intacct - R3 Enhancements

    What’s New in Sage Intacct R3 of 2020

    Sage Intacct’s Release 3, 2020 (R3) focuses on connectivity, user interface (UI) enhancements, and upgrades to existing functionality. We review updates to Cash Management, Budgeting and Planning, Salesforce integration, the user experience, and more. Read on to learn what’s new in Intacct R3, 2020.

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  • Optimizing the Receivable Process and Reducing Average Days to Pay with Sage Intacct

    Arguably one of the best things you can do for your business from an accounting standpoint is to make payments from customers easier and optimize the collections process, especially now. In this post we present options for optimization both within Intacct and through 3rd party marketplace providers.

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  • CLA Grants Management Application Demo for Intacct

    Do you have 11 minutes and 39 seconds? Want to see how you can manage your grants from one central location within Intacct? Check out this demo on the CLA Grants Management Module!

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