Entities in Sage Intacct represents divisions, franchises, branches, partnerships, locations, self-balancing funds which are single handedly controlled by an entity using centralized Payables, Receivables and standard chart of accounts. The centralized entity has the term “Top Level” in Sage Intacct.
The entity is used for data separation so the data of one entity cannot be edited or accessed by another entity unless having proper security rights. Each property is represented by a unique entity.
Navigate to Company > Setup tab > Entities to view/handle the entities. To quickly add a new entity, click the + sign next to Entities.
On the Entity information tab, enter basic information about the entity.
Provide a proper ID and a name to entity that helps users differentiate it from other entities. When a user switch from one entity to entity another provided that user has rights to access multiple entities, the ID and Name in the Entity drop-down at the top of the page (as well as in other places in your business) will be displayed. Make sure to provide proper ID as once saved, it becomes un-editable.
If you want to access another entity in your organization, you can switch to that entity from the top level entity, without having to log in or out again.
The entities in Sage Intacct allows to setup the hierarchy structure which helps an organization to separate its data based on the locations and also has an ability to share the data with its top level to ease the reporting.
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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 Cloud ERP. 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 | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. 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 add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.
Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.