Reporting
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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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Interactive Visual Explorer Forecasts – Future Predictions SQL
Accounting, historically, has focused on the past. Tracking revenue, expenses, statistical metrics, and the like through the most recently closed period and leveraging that data to make decisions and course correct when necessary. The goal, has been to make business processes as efficient (and accurate) as possible to supply decision makers with the closest to […]
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Intacct Dimensional Financial Reports – Project Profitability
In this blog post, we will explore the power of dimensional reports by designing a project profitability report. This report will provide answers to crucial questions such as which projects are the most and least profitable and the gross profit margin associated with each project.
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Cash Forecast Reporting with ICRW
In this blog we’ll walk through one of the features of the Interactive Custom Report Writer (ICRW): combining reporting areas. Learn how you can use this functionality to create a cash projections report. Then, watch our webinar recording for a step-by-step guide to navigating ICRW and ultimately building your own AP Bills Analysis report.
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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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Sage Intacct Financial Report Writer – Clever Columns to Compare Data
Financial reports are vital when making business decisions that shape the future of an organization. CEO’s, CFO’s and managers utilize financial reports on a daily, weekly, and monthly basis to determine what their next move will be. The toughest thing about any one of these roles (CEO, CFO, manager) is you must be aware of […]
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24-Month Trial Balance in One Click
If you had the option to: A. Run a trial balance 24 times for each of your locations (all those clicks will surely lead to piano fingers). Or B.
Sacrifice the piano fingers to run a single report, with each of the 24 periods as columns. Which would you choose? In this post we’ll walk you through the steps to build this report. Then, sign up for our complimentary February webinar on Sage Intacct’s financial report writer. -
Sage Intacct Non-Profit Board Book
The Non-Profit Board Book is now free. Learn what’s included and whether it will work for your Intacct company.
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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.