Category Archives: Sage Intacct Integration

Checkbook Integration with Sage Intacct – ACH/Digital Check Payments just got smarter!

Have you ever been in a situation where your business settlements are getting delayed due to lag in the payment processing of paper checks? You might have faced this situation numerous times during the on-going COVID-19 pandemic situation! To combat it, Greytrix– Sage Gold Development Partner, brings to you Checkbook.io and Sage Intacct integration also… Read More »

Sage Intacct Sales Commission: Cashing in Sales and Boosting Growth!

Sales Commission as the name suggests is the percentage from the value of the total or individual sales that an employee receives as an incentive additional to the base salary. Different enterprises have different sales commission structure depending on the type of industry they operate, goods or services. While at one time a planned commission… Read More »

Sage Intacct Integration and how it is Changing the Face of Accounting?

Sage Intacct is an AICPA certified #1 cloud-based ERP accounting solution that has helped enterprises grow from start-ups to technology giants. It has been beneficial in providing real-time financial and operational insights as well as the ability to automate critical processes. It delivers the automation and controls around billing, accounting and reporting that finance needs… Read More »

Sage Intacct Item Lookup, Quantity on hand info in GUMU™ Sage CRM – Sage Intacct Integration

Sage Intacct is a simple and cost-effective cloud-based accounting solution. Sage CRM is an intuitive business management system that allows businesses to provide critical customer data, tracking interactions with marketing, sales, and customer support. In order to attain a 360° integrated enterprise approach, Greytrix offers GUMU™ Sage CRM – Sage Intacct Integration. New Stuff: GUMU™ for… Read More »

GUMU™ for Sage CRM – Sage Intacct Integration – Promote Order

In our previous blog, we have displayed Posted Payments and Advance Payment data on real time basis in Sage CRM directly from Sage Intacct. New Stuff: GUMU™ for Sage Intacct – Sage CRM Integration: Sage CRM Side Configuration Today, we will discuss about how users can promote orders from Sage CRM to Sage Intacct using GUMU™ Integration. Select Customer for which you… Read More »

GUMU™ Sage CRM – Sage Intacct Integration supports Multi-Currency

Our GUMU™ for Sage CRM – Sage Intacct Integration supports Multi-Currency. Sage CRM user can promote Sales Order from Sage CRM to Sage Intacct using different currencies. Please note that those currencies should be defined in Sage Intacct and Sage CRM. Once currencies are defined in both Sage CRM and Sage Intacct, admin user will… Read More »

Auto Synch Customers using GUMU™ for Sage CRM – Sage Intacct Integration

In our previous blog, we gone through Import Customer feature wherein user can import the customers from Sage Intacct to Sage CRM. New Stuff: GUMU™ for Sage Intacct – Sage CRM Integration: Sage CRM Side Configuration Today, in this blog we will discuss about Auto Synch Customers i.e. how customers can be imported using Windows Scheduler. It… Read More »

Sage Intacct: Accounting Breaks Free from Excel

Sage Intacct has followed and honed a pure cloud model to deliver multi-tenant financial management on a platform-built for finance. As you consider your cloud strategy, products and services, like Sage Intacct, deliver on the promises of cloud computing. Multi-tenant solutions have been accredited to yield significant ROI, lower costs, reduction in the complexities of connecting third-party… Read More »

Viewing Posted Payment information using GUMU™ Sage CRM – Sage Intacct Integration

In our previous blog, we gone through GUMU Real Time tabs where user can view Advance Payment invoices from Sage Intacct. Today in this blog, we will discuss about the Invoices which are type Posted payment under GUMU AR Inquiry tab wherein we display AR Invoice data on real time basis in Sage CRM directly… Read More »

Viewing Advance Payment information using GUMU Sage CRM – Sage Intacct Integration

In our previous blog, we gone through GUMU Real Time tabs where it displays a list of Sales order and invoices from Sage Intacct. Today in this blog, we will discuss the Invoices Advance payment AR Inquiry tab wherein we have displayed AR Invoice data on a real-time basis in Sage CRM directly from Sage… Read More »