Tag Archive: "Dashboards"
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Month-End Checklists in Sage Intacct
Is your month-end close process chaotic? While this may be part of your month-end ritual now, we’ve compiled a month-end checklist and paired it with Intacct’s newly released (R1 2021) checklist functionality to help you and your accounting team transform month-end into a well-orchestrated operation. We’ll walk through how to create a month-end close checklist in Sage Intacct. And, because new feature user adoption is always half the battle, we’ll show you how to add it to a month-end dashboard for easy accessibility.
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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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Intacct: Graphs for Dashboards
Were you awed by the impressive (and real-time) dashboards you saw during your initial Sage Intacct demo? Were you mesmerized by the eye-catching graphs? Today you’ll learn how in 7 steps and about 15-30 minutes you can create your own!