• Intacct: Graphs for Dashboards

    Were you awed by the impressive (and real-time) dashboards you saw during your initial Sage Intacct demo? Were you mesmerized by the eye-catching graphs? Today you’ll learn how in 7 steps and about 15-30 minutes you can create your own!


  • Is it Time to Tune Up your Intacct Company?

    Perhaps it’s been years since your Intacct implementation and perhaps the Intacct subject matter experts have long since left the team. How do you work with what has already been set up by your predecessors to optimize your environment and reporting or day-to-day transactional processing? In today’s post we’ll go through a few ideas to help you with creative customizations to make the most out of your inherited system.


  • Intacct: Financial Report Writer – Dimensional Reports

    Financial reports are the basis of vital business decisions guiding the direction and shaping the future of a company. Today’s post takes you step by step through creating a sample dimensional report (Customer Revenue – Month over Month) by using Intacct’s Financial Report Writer.


  • Intacct Reports: Dimension Groups and Dimension Structures

    If you’re an Intacct user, then you’re hopefully aware that Intacct’s most powerful feature is its multidimensional capabilities. Did you know you can create an infinite amount of dimension groupings for reporting purposes? Each of Intacct’s core dimensions allows for custom groupings to provide the strategic reporting you’ve always wished for and permits report readers to choose only relevant data to be presented.


  • Intacct Financial Reports: Expanding Columns, Report Groups, and Scheduling

    Intacct not only gives you the power to create effective reports that guide business decisions, but most importantly makes creating reports in a timely manner easy. How does Intacct make report creation easy? This post will cover a key variable to successful financial reporting: timeliness. Intacct has built in to the system key features that make report creation in a timely, efficient manner attainable so let’s get started with three of them: expanding report columns, creating report groups, and scheduling reports.


  • Intacct Custom Report Wizard

    In the Smart Rules post, we went over how to create Smart Rules to ensure we maintain the integrity of the data we are basing our reports on. The reason I even stumbled upon learning Smart Rules and the need for them was from the creation of a certain report which lead to a shocking revelation of how much data was missing. Smart Rules have taken over and become the proactive solution for this problem now, but the report was the first step in identifying the problem. This post will cover how to build this customized report through the Custom Report Wizard. There are three main types of reports in Intacct: Financial Reports, Custom Reports, and List Views.


  • Financial Reporting and Visual Indicators

    Intacct has been adding new features to reporting making the ease of reading reports and ability to quickly scan and deduce key information easier – especially so with the addition of visual indicators.


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