Cash Management
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Sage Intacct Bank Feeds: Creation Rules
As of 2019, Sage Intacct released the ability to download bank transactions directly from your bank to Sage Intacct’s bank reconciliation. Throughout the last three years, this feature has seen many enhancements each quarter. As of R2 2022, Intacct has announced the addition of creation rules. If you’ve been taking advantage of the Sage Intacct […]
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Tracking Corporate Credit Cards in Sage Intacct
Do you find yourself delaying your monthly close until credit card charges are posted? Or maybe you find yourself wondering why monthly reports take so long to be delivered? The culprit is often corporate credit cards. Learn how to optimize the process with Sage Intacct and join our webinar on February 23rd.
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Tips for a Smooth Year-End in Sage Intacct
With the end of 2020 quickly approaching, we’ve compiled a checklist to help your accounting team efficiently and painlessly maneuver through year-end and prepare for the New Year ahead with Sage Intacct! Read on for our 11 tips for a smooth year-end.
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Enabling Bank and Credit Card Feeds for Reconciliation
One year ago, in R3 of 2019, Sage Intacct released the ability to download bank transactions directly from your bank to Sage Intacct’s bank reconciliation. The goal being to allow for soft reconciliations throughout the month thus saving time on reconciling huge amounts of transactions at month end. Throughout the last year this feature has seen many enhancements each quarter. Just a year later with R3 of 2020 Intacct has announced the addition of credit card feeds. In this post we’ll walk through first how to set up the bank feed and second, in case you’ve already enabled the bank feed, how to set up the credit card feed in the US version of Sage Intacct.
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What’s New in Sage Intacct R3 of 2020
Sage Intacct’s Release 3, 2020 (R3) focuses on connectivity, user interface (UI) enhancements, and upgrades to existing functionality. We review updates to Cash Management, Budgeting and Planning, Salesforce integration, the user experience, and more. Read on to learn what’s new in Intacct R3, 2020.
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What’s New in Sage Intacct R2 of 2020
Sage Intacct’s Release 2, 2020 (R2) builds on themes for more automated, streamlined, and simplified software use. Our review focuses on enhancements specific to Cash Management, Multi-Entity, Salesforce integration, General Ledger reporting and controls, and Purchasing. Read on to learn what’s new in Intacct R2, 2020.
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What’s New in Sage Intacct R1 of 2020
We surveyed Sage Intacct’s Release 1, 2020 (R1), and share our view of the relative importance of the seven major features spanning Cash Management, Inventory, User Interface, and Purchasing. Read on to learn what’s new in Intacct R1, 2020.
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Sage Intacct Release 1 of 2019
A new year, and the first of four Sage Intacct releases! You might be curious, what kind of new and improved features are we in for? Fasten your seat belts, hold onto your kids, pets, and purses because today’s post will share the top three features that grabbed our attention.