June, 2024

  • Adding Your Company Brand to Sage Intacct Email Templates

    From 2013 to 2015 Google and Facebook fell victim to a $100 million elaborate phishing scheme involving a fake company, fake emails, and fake invoices. This is just one of countless similar incidences in recent years. With the rise of phishing emails–3.4 billion sent each day–email recipients are becoming increasingly cautious about the emails they receive, and rightfully so. When sending customer invoices, the last thing you want is for a customer to suspect your email of phishing. Today, we’ll walk through how to apply HTML to Sage Intacct Email Templates to make your invoice emails look more professional and less “phishy”, removing any hurdles to prompt payment.

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  • Sage Intacct for Schools: Data-Driven Decisions with Dashboards

    It is the beginning of another week, and you don’t know how your team will possibly be able to support the financial needs of all your schools’ stakeholders. You wish you had more staff (not going to happen), and so you wonder what you can do? In this blog I will discuss how everyone from principals to budget managers to the business office can use self-service Sage Intacct dashboards to make data-driven decisions. Check out the link in this blog to register for our exclusive webinar on June 11th for the education sector, focusing on charter schools, independent schools, and higher education institutions.

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