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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: 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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What’s New in Sage Intacct: Release 3, 2021
Did you miss the two new dashboard components that debuted with Release 3 2021? Or maybe the new spacer column now available in financial reports? Check out what’s new and noteworthy in Release 3 2021 in this blog post. Then sign up for our remaining 3 webinars on SIBP, 1099’s, and month-end for the modern accountant.
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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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Budgeting Salaries with SIBP
Learn how to quickly jump start budgeting for employees in Sage Intacct Budgeting and Planning.
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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 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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Month-End Checklists in Sage Intacct
Is your month-end close process chaotic? While this may be part of your month-end ritual now, we’ve compiled a month-end checklist and paired it with Intacct’s newly released (R1 2021) checklist functionality to help you and your accounting team transform month-end into a well-orchestrated operation. We’ll walk through how to create a month-end close checklist in Sage Intacct. And, because new feature user adoption is always half the battle, we’ll show you how to add it to a month-end dashboard for easy accessibility.
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Customized Data Validation with Smart Rules
Did you know that the new ‘Disallow Direct Posting’ checkbox on GL Accounts is only designed to eliminate direct posting in the General Ledger application? This is great, however, when coding AR invoices and AP bills the GL account lists don’t filter to just your revenue and expense accounts, leading to accidental data entry errors. Today we’ll look at a simple smart rule, custom system data validation, you can set up to prevent these mistakes. Then join us for our complimentary webinar on April 27th covering smart rules and smart events.
