General Ledger
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Elegant Chart of Account Design Maintenance
Structuring a chart of accounts is a delicate balancing act. Success is found at the intersection of satisfying varying financial and regulatory reporting audience requirements, while at the same time keeping the number of accounts as efficient as possible. When achieved, the result is an elegant chart of accounts. While planning for an elegant chart of accounts is one thing, as much as we would like to be able to account for every possible future circumstance, maintaining an elegant chart of accounts is a daily battle. Today we’ll examine how the new ability to update account numbers in Sage Intacct released in R4 2023 can be employed strategically to maintain your elegant chart of accounts long after implementation.
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Building Financial Reports in Sage Intacct
Reports are only as relevant as the timeliness of their data. The longer a report takes to compile, the less relevant it becomes. Today, we’ll walk through the steps for building your Excel financial reporting workbook into Sage Intacct so that your reports can truly become real-time. Step 1: Develop your mapping Export your Trial […]
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Is it Time to Cancel the Allocation Workbook?
Are your allocations currently being calculated using a massive multi-tab excel workbook? Does the task of maintaining the formulas seem more time consuming than manually splitting costs? Is the allocation process holding report deadlines hostage? In this blog you’ll learn about Sage Intacct Dynamic Allocations, then join our complimentary webinar on Tuesday, May 30th for a live overview.
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Data Integrity with Sage Intacct
Learn how to format your budget for import to Sage Intacct. Then, watch our Webinar recording on more import tips and tricks.
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Sage Intacct: Out of Office
Everyone’s least favorite part of returning from holiday? Wading through emails and the work that has accumulated. But there’s a few things in Intacct that can help make your holiday and the return to work a little more enjoyable. So, before you turn on your out of office reply, read through our tips for enabling delegation in purchasing and journal entries, and signing checks virtually.
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Sage Intacct Statistical Accounts in Financial Reports
Would it help your organization to see average customer monthly recurring revenue, average donation amount, or operational expense per employee with a click of a button? Learn how to incorporate statistical data in your financial reporting to gain invaluable insight into your business. Then join our webinar on August 31st to learn more reporting tips and tricks.
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Sage Intacct Dynamic Allocations
Allocations whether month-end, quarter-end, or year-end, are a daunting, but necessary task. Especially so if you are managing your allocations manually in excel. However, often we rely on our allocations to arrive at the financial reporting necessary to make important business decisions. They help answer questions like, what is the true cost of a specific program, department, or location taking into consideration overhead? Sage Intacct’s Dynamic Allocations can relieve the burden and time-consuming task of month-end allocations while helping you arrive more quickly at the vital reports you need to run your business. Learn how to set them up in this blog post, then join us for our complimentary webinar on June 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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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.