Sage Intacct – Tips, Tricks and Components
We prefer setting up preferences to suit how our company does business to provide ease of use and apt environment/workspace to the users. Administrator sets up the global preferences that affect all users across the company. Suppose, the company residing in United States time zone, have set up the configuration accordingly, and now it is… Read More »
Sage Intacct is an AICPA certified #1 cloud-based ERP accounting solution that has helped enterprises grow from start-ups to technology giants. It has been beneficial in providing real-time financial and operational insights as well as the ability to automate critical processes. It delivers the automation and controls around billing, accounting and reporting that finance needs… Read More »
In Sage Intacct, Workflows defines how transactions are created and process in Order Entry, Purchasing and Inventory modules. Workflow controls how transactions flow through system and their accounting posting. Workflow In Order Entry, Purchasing and Inventory modules; different transactions available to users are determined using a workflow. For example; transactions such as sales order, purchase… Read More »
Our GUMU™ for Sage CRM – Sage Intacct Integration supports Multi-Currency. Sage CRM user can promote Sales Order from Sage CRM to Sage Intacct using different currencies. Please note that those currencies should be defined in Sage Intacct and Sage CRM. Once currencies are defined in both Sage CRM and Sage Intacct, admin user will… Read More »
Greytrix– a Sage Intacct Development Partner and a Sage Premier Gold Development Partner, has been working in liaison with the Sage ecosystem – Business Partners for over two decades. With Greytrix flexible engagement models for Sage Intacct consulting and implementation Services, businesses can leverage maximum benefits from Sage Intacct cloud systems. With its new standard… Read More »
Dimension relationship is another interesting and crucial aspect of dimensions which Sage Intacct offers. You can setup a relationship between two dimensions to automate data entry and enforce the accuracy of data. Some of the benefits that dimension relationships provides; You can auto-populate dimension values You can filter dimension values You can cascade dimension values… Read More »
In Sage Intacct; Dimension Structures assists you to organize your dimensional data on financial reports. In last blog; we created Dimension groups (Customers) with which we were able to categorize our customers by Customer types – Residential, Corporate and Commercial. Now you have a requirement to show the sales by customer types. In this blog… Read More »
In Sage Intacct you can easily maintain a count of any dimension members say customer, vendor, product or employee. These counts are completely automated (as you update dimension say add/delete customer), useful for reporting or any other computation. Imagine you have to track different type of customers you are dealing with. Here you wish to… Read More »
We are glad to inform that Greytrix has released Sage Intacct Integration with Sage CRM. We at Greytrix are focused to help the client in successfully implementing the Sage Intacct system through our various successful migration and integration solutions. In this blog, we would discuss ‘How to create a customer’ in Sage Intacct. We do… Read More »
Sage Intacct, the innovation and customer satisfaction leader in cloud management software is hosting Advantage 2018 at Gaylord Opryland, Nashville from October 22- 26. It is one of the largest cloud accounting events of the year which includes more than 125 product, industry, hands- on, and customer led sessions. Greytrix@ Sage Intacct Advantage – Join… Read More »