Reporting
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CLA’s Sage Intacct Spark #7: Are Your Reporting Periods Ready for 2019?
Based on your current reporting periods, does it look like Intacct thinks the world will come to an end in 2018 and there will be no need for budgeting or running reports after 12/31/2018? If you answered yes to this question, but think Intacct is being a little too dramatic, read on to learn how to create your next year of reporting periods with just a few clicks.
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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.
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CLA’s Sage Intacct Spark #5: Report Groups
With Thanksgiving just a week away, this week’s CLA Sage Intacct Spark is intended to get you out the door and onto your Thanksgiving weekend! You’ll learn the easy steps to setting up report groups in order to make running multiple reports at once a breeze.
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CLA’s Sage Intacct Spark #3: The Secret System Reporting Periods
The third tip in the series involves uncovering a secret garden of system reporting periods available for use that usually come inactive by default. In this week’s tip you’ll learn how they can be used and also how to activate them.
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CLA’s Sage Intacct Spark #1: Dimension Groups and Custom Fields – A Match Made in Heaven
Have you ever tried playing Connect Four with a 4 year old? Good luck stopping them from filling up the Connect Four game with all their pieces and singing “I win! I win!” over and over again. Unlike a 4 year old playing Connect Four, there are certain rules to learn and abide by when importing files with Intacct.
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Did You Catch these New Release Features in Sage Intacct?
There are few things better than newly released features that work really well and save you time. In this post we’ll go over 3 new release features which will take less than 5 minutes each to master and result in significant time savings: New Nonprofit Compliance & Disclosures Dashboards, Nonprofit Prebuilt Compliance & Disclosure Reports, and Smart Rule and Event Field Lookup
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The Sage Intacct Spin: Key Ratios and Percentages that Nonprofit Board Members Should Know
Have you read CLA’s article on the Five Key Ratios and Percentages that Nonprofit Board Members Should Know? If not, hop over there and then come back here. It was a great article, right? Incredibly helpful information in an easy to grasp, quick post. You might however wonder: can I build these ratios in Intacct? […]
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Clever Tips for Smooth Budgeting in Sage Intacct
Have you ever wondered why error messages are about as difficult to decode as the subtext of a first date sometimes? Me too. Those shouldn’t stand in the way of budgeting though. In this post, you’ll learn some of the tips and tricks we’ve gathered to make budgeting in Sage Intacct easy!
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Elevate Your Sage Intacct Dashboards
In this post we’ll give you a strategy for building dashboards and break out the methodology/science behind successful ones. You’ll come to find that while components by industry are certainly different, when you start to analyze the key data points each industry’s dashboard highlights, an easily identifiable set of themes lie behind each component. (For example each industry has some type of count – customers, student enrollment, visits, grants.) With that in hand, you’ll soon be well on your way to building your own company’s dashboard.
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Top 3 Sage Intacct Financial Report Writing Tips and Tricks
As with anything in life, expertise comes with experience. That’s why we’re here to bring you the top 3 tips to transform you into a Sage Intacct reporting ninja. In this post you’ll learn how to troubleshoot reports, build account groups like a rockstar, and format reports that shine so why not read on?