What’s New in Sage Intacct’s 2022 R2 and R3?
Struggling to keep up with all the enhancements pushed out in Sage Intacct’s Release 2 (R2) on May 13, 2022, or Release 3 (R3) on August 19th, 2022? Keeping up with all the feature enhancements is a job along with your actual job. Intacct has pushed out a ton of exciting enhancements across the application, if you want to learn more keep reading.
Dashboards:
Have you struggled to get to creating dashboards for your team? If this is a task that keeps getting pushed further down your list of ‘To-Do’s’ utilize Intacct’s new out-of-the-box Role Based Dashboards. The new role-based dashboards provide information in a format that is easier for the viewer to consume with specific information on each dashboard. If you don’t like the look or information provided, you can easily make changes to these dashboards so they suit your team’s needs.
Accounts Payable:
Tired of viewing your attachments in AP bills along with the bill details in multiple windows? Intacct has made it easier to view attachments side-by-side with its associated details. To enable this functionality, navigate to My Preferences > Display > Personalize Split View > check both boxes > Save.
Currently, this capability is only available for AP Bills but eventually will be available for all records that include attachments.
Accounts Receivable:
Enhancements have been made for receiving payments to your customer’s Invoices. When applying payments directly in Intacct from the ‘Receive Payment – New!’ screen, you now select the Customer, enter the payment information as you normally would, and click Show Invoices.
If the customer has one open invoice, it will automatically load in the grid below the Payment information section. If the customer has more than one invoice, a separate window will load with a list of open invoices for you to select which to apply the payment to.
What’s Next?
Excited about these few highlights illustrated? Join us for our Complimentary Webinar on Tuesday, September 27th at 10am (PT)/1pm (ET) to learn about SO MANY more enhancements Intacct has made between R2 2022 and R3 2022 that could help you and your team become Intacct experts. We will walk through:
- Explaining the feature enhancements from Sage Intacct’s 2022 R2 and 2022 R3 releases
- Provide suggestions where you can utilize these enhancements yourself depending on how they tie in with your day-to-day tasks
Reading this post after the webinar? Reach out to your CLA Sage Intacct team for more information.
Ashley Klapperick is a Consulting Director with CLA’s Intacct team. Ashley brings several years of team building, company collaboration and software experience in a variety of industries. She has a passion for leveraging technology to lead finance teams through strategic software implementations with a mission of increasing internal efficiency through business process improvements.