Purchasing

  • 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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  • Incorporating Spend Management to Control Spending

    Did you know that you can automate internal business logic in Sage Intacct for tighter controls around spending? With Spend Management, Intacct can either prevent or warn users if their spending exceeds the budgeted amount along with notifying a budget manager.

    Sage Intacct’s Spend Management eliminates the never-ending task of tracking spend across your organization directly within the system. Spend management integrates with the general ledger, accounts payable, and purchasing applications, where spending may need better control.

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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 R2 2020 Enhancements

    What’s New in Sage Intacct R2 of 2020

    Sage Intacct’s Release 2, 2020 (R2) builds on themes for more automated, streamlined, and simplified software use. Our review focuses on enhancements specific to Cash Management, Multi-Entity, Salesforce integration, General Ledger reporting and controls, and Purchasing. Read on to learn what’s new in Intacct R2, 2020.

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  • What’s New in Sage Intacct R1 of 2020

    We surveyed Sage Intacct’s Release 1, 2020 (R1), and share our view of the relative importance of the seven major features spanning Cash Management, Inventory, User Interface, and Purchasing. Read on to learn what’s new in Intacct R1, 2020.

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  • Intacct’s Multi-Book Architecture

    Did you know Intacct has a multi-book architecture? In our contract blog you may have caught a glimpse into how the Contracts module takes full advantage of this feature by using separate books for ASC605 and ASC606 to meet the required compliance reporting. However, did you know the application of Intacct’s multi-book architecture has a much wider span? Today, we’ll take a look at applications of this flexible feature in Intacct.

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  • CLA’s Sage Intacct Spark #11: Clever Custom List Views

    For the finale of the Spark series, our last topic: list views to make your daily end user’s lives easier. Custom list views are available throughout the majority of Intacct, but are often under-utilized. Today, we’ll cover a few creative and practical ways to deploy them in your environment. First: What are They? Custom list […]

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  • Automating Emailing Purchase Orders to Vendors

    Did you know that you can automate emailing Purchase Orders to your Vendors? Even better: did you know you can set this up in just 2 easy steps? Why go through the extra step of emailing a purchase order when you can have Intacct do it for you automatically by simply checking a box?

    In this post, we’ll explain how to add a custom checkbox on your purchasing transaction(s) so that checking that box will automatically send the Purchase Order to the Vendor without you having to do anything more than simply check the box.

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