Application Overview in Sage Intacct

By | July 22, 2020

Sage Intacct contains multiple application(s) along with its menus and sub menus. To have a look around to specific application we go to Overview option. It allows us to know the application in a more easy way.

Overview is nothing but a systematic representation of your application. It shows your application in a digraph format, structural format, list wise, etc. Every overview contains its own format, maybe different from others.

In this blog, we are going to discuss how to check the Overview of particular application.

Follow the below steps:-

  1. Login to Sage Intacct with your credentials.
  2. Go to your Application and click on Overview option as shown below:

    Sage Summit

  3. Once the Overview page is opened, you may see your application details as shown below:

    Sage SummitSage Summit

  • In this application, it contains Setup, Data and Preferences section.
  • The Setup section contains application information, its subscription’s, user’s manageability (managing user accessibility).
  • The Data Section contains Reports, Contacts details, Entities details, Locations, etc.
  • Preferences section contains personalized settings, security preferences, email preferences, general preferences, UI preferences, etc.

So using the Overview we can easily get even minute details of the applications.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct – a Sage Business Cloud Solution. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products and addons to enhance user experience. Sage Intacct addons include Sales Commission, AR Lockbox File Processing and Sage CRM integration. Greytrix GUMU™ integration for Sage CRM – Sage Intacct is listed on Sage Intacct Marketplace.

For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.