Integrations
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Salesforce Flow for Sage Intacct Integration with CPQ
At Dreamforce ’21, Salesforce announced the eventual retirement of it’s automation tools: Workflow Rules and Process Builder, to be replaced by Flow. In this blog post, get a quick lesson on how Flow can be applied to CPQ and Contracts with the Salesforce/Intacct integration.
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Budgeting with SIBP: The Default Model Types
In our last blog, we introduced the components of budget lines and briefly introduced multiple budget line types available within Sage Intacct Budgeting & Planning (SIBP). We identified the key components of the budget line are amount, occurrence, and spread. These components form the basis of the default model types assigned to revenue or expense […]
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Budgeting with Sage Intacct Budgeting and Planning
Learn how to use the various types of built in models to make budgeting with SIBP easier and faster.
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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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Streamlining your Accounts Payable Process with Sage Intacct
How are you currently paying your vendors? Are you issuing checks and printing them in the office? Wouldn’t it be great to be able to pay your vendors easier and faster without physically being in the office? Read this blog for additional information on how to automate your AP process within Sage Intacct.
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Evaluate Your Cloud Game
The result of office closures, and the steady advance of offerings from third-party specialty vendors, are combining to bring a new wave of conversion for typical finance and accounting processes from offices to web-based or “Cloud” service providers.
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CLA’s Sage Intacct Spark #2: Sage Intacct Budgeting and Planning – Google Maps for Business
What do Google Maps on a smartphone and Budgeting have in common? A strong budgeting and planning software, just like Google Maps on a smartphone, allows you the foresight you need to better run your business. With the right tools in hand, you become more agile, quickly adapting to new information, building out what-if scenarios and deciding on the best possible course of action. With Sage Intacct’s acquisition of Budgeta, now known as Sage Intacct Budgeting and Planning, I had the opportunity to watch their 3-part self-paced training. New knowledge in hand, in this post I’ll share a sneak peak of 3 neat features worth spotlighting.
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Top 5 Tips for Integrating with Sage Intacct
Integrations should not be fear-inducing, heart rate spiking, migraine causing events. In fact, with these 5 tips, you’ll learn how to prepare for a smooth integration and soon find yourself saying “what else can I integrate now?!”