Tag Archive: "Bank Reconciliation"
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Sage Intacct’s New Bank Transaction Assistant File Import
In our last post, you may recall we mentioned a new bank transaction assistant file import process released with the latest Sage Intacct R2 2024 product release on May 10th. We mentioned this new process would create bank transactions just like the bank feed integration. Now that the new release is here with its additional supported file formats OFX, ASO, QIF, XLS, and XLSX, you may find that one of these formats allows you to export your bank file without having to manually manipulate it, making your bank reconciliation that much more efficient. Today, we’ll walk through how you can test the new import process in your sandbox company.
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Sage Intacct Bank Feeds: Matching Rules
Sage Intacct now has multiple options to import bank transactions from your bank to Sage Intacct’s bank reconciliation: With each of these options, as bank transactions occur, they are directly fed into Sage Intacct’s Bank Transaction record list view. Once bank transactions are created, they can trigger several automations: Today, we’ll walk through the most […]
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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 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.