Sage Intacct Software Tips

Are you getting the most from your Sage Intacct dashboard? Performance Cards let you instantly monitor key metrics - like revenue, expenditures, or overdue invoices without digging through reports.

Sage Intacct offers many ways to streamline processes. Transactions allocations allow you to tell Sage Intacct how to distribute transactions across your dimensions automatically.

Reviewing user permissions is an essential part of maintaining strong internal controls. Whether you're preparing for an audit or simply conducting routine monthly, quarterly, or annual reviews, gathering permission details for multiple users can be time-consuming

Connecting Sage Intacct bank feeds and matching bank transactions is a way to streamline your processes.

Help yourself save time by using these keyboard shortcuts in Sage Intacct.

Sage Intacct offers a variety of customizations that can apply to the data master list views. Custom views are useful for having the data needed for day-to-day activities easily accessible in the system, or for exporting data to be reviewed or shared in a variety of formats available with Sage Intacct.

Did you know that Sage Intacct allows you to favorite, memorize, and schedule reports? Marking a report as a favorite allows you to quickly find it in the Favorites menu. Memorizing a report will save your report criteria so you don’t have to reenter them every time you run the report. Scheduling a report means you won’t have to remember to manually run that monthly report that you always seem to forget to run.

Learn how to utilize user preferences for a more personal experience in Sage Intacct.

Do you know how add custom financial statements to user dashboards in Sage Intacct? Follow these steps on how to add reports to user dashboards.

Sage Intacct offers many ways to streamline processes. Duplicating or setting up recurring transactions can be one of those ways to accomplish this, allowing users to focus on other tasks that need completed.

Sage Intacct offers many shortcuts throughout the system, allowing quicker navigation to users who learn them. In this tip, we will examine a few shortcuts related to entries, either in the General Leger, Accounts Payable, Accounts Receivable, or any other entry type.

Did you know Sage Intacct lets you personalize your workspace? Color cording entities helps you quickly distinguish between them and prevents entering data in the wrong place. Favoriting or bookmarking your most-used tasks makes navigating Intacct faster and easier.