Category Archives: Sage Intacct

New Receive Payments Screen in Sage Intacct

With the release of Sage Intacct Release 4, new receive payment screen has been introduced which gives us more convenient way to find invoices and apply payments. The new screen is introduced with improved functionality. We can create advanced filters to find specific invoices easily, apply payments and credits by invoice line item, and perform bulk action on multiple invoices with a single… Read More »

Migrate Items 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 »

No recall information found while Transaction conversion

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 »

Export and Import Custom Reports

In our previous few blogs we saw Custom Reports Sorting and Custom Reports data fetching through Web Services. Now in this blog we will see how Sage Intacct allows you to export Custom Reports from one Company to import into another thus eliminating the need of recreating the Custom Reports. We often work in Sandbox… Read More »

Convert a Sage Intacct Sales Transaction

Transaction conversion transfers any transaction to the next step in the workflow. For example, Sales Quote to Sales Order and Sales Order to Sales Invoice. In conversion process all data copies from Source transaction to Target transaction. You can view or edit created Sales Quote or Sales Order after conversion also. for example, if you… Read More »