May, 2024
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Sage Intacct’s New Bank Transaction Assistant File Import
In our last post, you may recall we mentioned a new bank transaction assistant file import process released with the latest Sage Intacct R2 2024 product release on May 10th. We mentioned this new process would create bank transactions just like the bank feed integration. Now that the new release is here with its additional supported file formats OFX, ASO, QIF, XLS, and XLSX, you may find that one of these formats allows you to export your bank file without having to manually manipulate it, making your bank reconciliation that much more efficient. Today, we’ll walk through how you can test the new import process in your sandbox company.
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Sage Intacct Bank Feeds: Matching Rules
Sage Intacct now has multiple options to import bank transactions from your bank to Sage Intacct’s bank reconciliation: With each of these options, as bank transactions occur, they are directly fed into Sage Intacct’s Bank Transaction record list view. Once bank transactions are created, they can trigger several automations: Today, we’ll walk through the most […]