Change Time Zones in Sage Intacct

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 »

Migrate Salesperson from Sage 300 ERP to Sage Intacct

Greytrix stands out for its Sage Intacct services being an offshore development partner with multi years of experience in migration, integration, add-ons and consulting services thus helping Sage Intacct partners and end users to simplify business operations at a low cost, quick turnaround time, highest quality and with maximum efficiency. Greytrix Sage Intacct development provides a seamless… Read More »

Import One-time vendors using Sage Intacct Import feature

Importing/Uploading mass data in Sage Intacct using the templates provided by Sage (Go to Company > Setup tab > Import data > Download the template for desired Master’s import) is very customary/habitual and of ease to us. If we any time happen to upload ‘n’ number of Vendors and we want those set of Vendors… Read More »

Customer Aging Report

An Account Receivable aging report helps to list unpaid customer invoices and unused credit memos by date range. Finance managers who need to spot and correct problems in the management of receivables. Collection personnel use this report to determine which invoices are overdue for payment. This report determines credit and collection function. The Customer Aging… Read More »

Assign Document Template in Sage Intacct

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 »

Send email for urgent payment using Sage Intacct Smart Events

The customer has purchased the product online and when the shopkeeper makes the bill for that product, then the customer pays for it with credit card, debit card and cash. Sometimes a customer makes a payment after a few days but if the shopkeeper wants an urgent payment for some product, then in sage intacct… Read More »

Migrate Ship method from Sage 300 ERP to Sage Intacct

Greytrix stands out for its Sage Intacct services being an offshore development partner with multi years of experience in migration, integration, add-ons and consulting services thus helping Sage Intacct partners and end users to simplify business operations at a low cost, quick turnaround time, highest quality and with maximum efficiency. Greytrix Sage Intacct development provides a seamless… Read More »

Send email when customer is added using Sage Intacct Smart Event

We can add customer in Sage Intacct to sell goods or services to your customers. We add the customer not only for record keeping purposes but also for printing the names and addresses on forms, such as invoices. Everyday many customers are added in Intacct. When new customers are added, they only know who added and… Read More »

Effective Use of Sage Intacct Dimension Relationships

To restrict users from entering improper location when posting to a specific GL account, i.e., basically allowing no entries unless they are to a certain location, we can write a Smart Rule with condition {!GLENTRY.ACCOUNTNO!} == ‘[account_no]’ && {!GLENTRY.LOCATION!} == ‘[location_id]’ and throwing an appropriate error. For scenarios like the above one, we usually tend… Read More »