Tag Archives: customization service

Import One-time vendors using Sage Intacct Import feature

Importing/Uploading mass data in Sage Intacct using the templates provided by Sage (Go to Company > Setup tab > Import data > Download the template for desired Master’s import) is very customary/habitual and of ease to us. If we any time happen to upload ‘n’ number of Vendors and we want those set of Vendors… Read More »

Sage Intacct – Send email to customer if amount is greater than 25000

In Sage Intacct, there are many transaction like customer invoices and vendor bills that contain small and large transaction amount. If customer purchases any product or item and the price is above 25000, then email will be send automatically to that customer with the item name and amount. So that customer will also be prompted that… Read More »

Restrict Special Characters using Sage Intacct Smart Rules

Sometimes we might face a scenario where we find the need to prevent users from entering special characters in some fields. For example we want to restrict users from using the “%, &, @” characters in the Bill ‘Description’ field. As we know we can use Smart Rules to add user based validations to the… Read More »

Listing Custom Applications in Sage Intacct

With the release of Sage Intacct Release 3, a new object, PTAPPLICATION, has been introduced which gives us more convenient way to find Platform Services application installed in your company. In this blog, we will be discussing about new object PTAPPLICATION that has been provided for listing Custom Applications. With this object we may get the… Read More »

Creating Graphs using Sage Intacct Custom Reports

Graphs are organized data structures that add a visual mode to information. With graphs we can summarize a large data into well-structured format and easily compare two or three data sets. It also offers better clarification of trends than the table format. In Sage Intacct, we can use the Custom Report wizard to create graphs. These… Read More »

Export and Import Custom Reports

In our previous few blogs we saw Custom Reports Sorting and Custom Reports data fetching through Web Services. Now in this blog we will see how Sage Intacct allows you to export Custom Reports from one Company to import into another thus eliminating the need of recreating the Custom Reports. We often work in Sandbox… Read More »

Sage Intacct Smart Rule to trigger always

Sage Intacct provides Smart Rule feature which possess functionality that when the condition gets satisfied then only warning or error messages are displayed onto the client screen but in few scenarios client wants to display error or warning message in all conditions. So they want error or warning message every time before processing the further… Read More »

Sage Intacct Custom Report Data through Web Services APIs

Sage Intacct Web Services are the standardized means of direct communication between external applications and Intacct. It supports interoperable interaction over a network using some protocol. Web service API calls are XML-based data exchange systems. In our previous blog we saw how we can pull a report of the Drop-ship transactions in Sage Intacct. Although… Read More »