New Releases and Updates
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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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Updating Vendors for Form 1099-NEC
Now that Release 3 is here, Sage Intacct has added form 1099-NEC box 1. While form 1099-MISC box 7 will remain as an option in Intacct until R4, it will eventually be replaced entirely. Get ahead of this upcoming change by following the steps in this blog to both update vendors and their existing 1099 balances.
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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 4 of 2019
What does today’s Sage Intacct blog bring us? Photos of Saint Emilion, a good story of getting lost in a vineyard, and even two new features released in Sage Intacct’s R4 of 2019!
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Sage Intacct Release 3 of 2019
Sometimes a new release is like a dolphin unexpectedly swimming by during your Saturday morning yoga; a great little surprise! In fact, a huge surprise if you happen to be doing yoga somewhere in Minnesota. Sage Intacct’s Release 3, like a dolphin swimming by unexpectedly, is full of useful enhancements. In case you missed the full release notes, today’s blog highlights those we found to be most noteworthy.
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Sage Intacct Release 2 of 2019
Sage Intacct’s second of four quarterly new releases made it’s debut on Friday, May 17th. As the saying goes, a new release is like a new flavor of pizza. Will you like it? Is it going to be overly salty/spicy/weird? Okay maybe we made that saying up, but read on to find out what flavor (new and notable features) you’re in for with this new release!
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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.
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CLA’s Sage Intacct Spark #6: New Interactive Custom Report Writer
With Release 4 having just made its debut, there were quite a few exciting announcements. From a new month-end dynamic allocations tool and the official release of the Interactive Report Writer to slight (but welcome) changes to the new UI. In this week’s post I’ll share a sneak peak of my favorite features of the new Interactive Custom Report Writer.