Sage Intacct – Tips, Tricks and Components
Sometimes clients requires the records to be sort based on specific columns in ascending or descending order. For e.g. we have records in alphabetical order and we face problem when displaying it out on report, the names are jumbled up and they are in an order which is unlike the ones we see in the… Read More »
The Organization has many departments like finance, HR, Development, Sales. HR department share some lead name to the Intacct Company and leads may have same name for a particular department. Therefore, there is a possibility that the name can be available multiple times so it will create confusion with duplicate data without any identification. To… Read More »
Sage Intacct allows you to review all the objects, fields, smart links, smart events, nexus details on a single level page. This makes it easier to reduce time and allows user to manage all of his work at one place. Catalog is nothing but a sub-set of all the tools in Customization and Platform Services.… Read More »
In previous blog, we saw how to build our Favorites list to work at an ease. As discussed earlier, we can favorite anything including menu items, reports, and dashboards; and can also reorder them. So, moving further on this topic, here we will see how to Favorite the reports that we use frequently. For accessing… Read More »
There are a few things that we do frequently in Sage Intacct, and that’s why the Favorites menu is introduced. This saves our time to navigate to our most-used item every single time. What we can do is just flag the frequently used items to add them to Favorites list so that we can access… Read More »
While working with different modules in Sage Intacct, we sometimes come across a scenario where we feel the need to mandate some fields, that the user might miss providing its information. Well, is it feasible for us to make any field in any module mandatory? Yes! Smart Rule is the solution provided by Sage Intacct… Read More »
Sometimes the transporter requires the direction map to deliver the Inventory from one warehouse to customers place. In order to check the direction they will require to manually search the address on maps. Sage Intacct provides the SmartlinkClicks through which we can provide the direction link for the customers address so that Transporter can go… Read More »
Sage Intacct Dashboards pull together reports, graphs, performance cards and more, to provide a 360 degree view of your organization on a home page. It act as a one-stop view of various key information which are crucial to people with different roles. It conveys the right information quickly and facilitates quick business decisions. Sage Intacct… Read More »
Hazardous material is defined as any substance or material could risk to human health, safety of the public, handlers or carriers when being transported. A label called the Material Safety Data Sheet (MSDS) is used to define whether material is hazardous. While entering any new item in Sage Intacct if we need to define whether… Read More »
In Sage Intacct if you look at any transaction entry screen such as Sales Order, AR Invoice, AP Bills not all the fields are visible in the line item table. Say you frequently require Projects to be entered while entering AP Bills but it is not visible on line item table and to use it… Read More »