Sage Intacct, a powerful cloud-based accounting software, provides a wide range of features to help businesses effectively manage their finances. While the software’s import functionality is robust, it may not always meet specific business needs. To address this, the Process Transactions feature allows for streamlined transaction management. This tool lets you convert multiple transactions into… Read More »
Transaction conversion transfers any transaction to the next step in the workflow. For example, Sales Quote to Sales Order and Sales Order to Sales Invoice. In conversion process all data copies from Source transaction to Target transaction. You can view or edit created Sales Quote or Sales Order after conversion also. for example, if you… Read More »
In this blog, we are going to discuss custom fields data flow from one transaction to another in Sage Intacct. Sage Intacct provides the feature for Adding Custom field to standard objects as per our requirements. In our previous blog, we have already demonstrated the steps to add the custom field on any Screens of… Read More »
