Sage Intacct – Tips, Tricks and Components
Currency Converter provides the spot rate, as it more accurately mimics the rate that you would be charged if you were exchanging money. We are using Oanda as an Exchange Rate service. It is a seamless combination of a cloud accounting solution and an international money transfer solution that brings together sales and currency conversion,… Read More »
In this blog, we will be discussing about assigning a Printed Document Template.In Sage Intacct, once you create and upload a printed document template, you may assign it to particular transactions or customers. Note: The templates which are assigned to transactions at entity level will override those of top level in multi-entity company case. Also if… Read More »
A general ledger is a central repository for accounting data transferred from all sub ledgers like accounts payable, accounts receivable, cash management. A journal entry is act of keeping or making records of any transactions and stored transaction as a credit and debit entries. In the GL, we records a lot of transaction. To store… Read More »
While converting transactions sometimes we receive error message, “No recall information found”. In this blog we will describe the possible solution to solve this error. This error may occur due to the target transaction definition does not list the source transaction definition in its ‘Can be converted from’ table. So you will need to open the target… Read More »
Sage Intacct allows you to save transactions, and based on those transactions its types are saved like Draft, Post or Save.In this blog, we will be discussing the transaction types/states in Sage Intacct. Draft– In Sage Intacct, whenever you create or partially create a transaction and submit as a Draft, transaction is saved at Intacct… 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 »