Migrate Dimensions to Sage Intacct

By | February 2, 2022

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 stress-free deployment form old legacy system with minimum business disruption offering expert support services for your business needs.

We are glad to inform that Greytrix has released GUMU™ Sage CRM – Sage Intacct Integration. We at Greytrix are focused to help the client in successfully implementing the Sage Intacct system through our various successful migration and integration solutions.

In this blog, we would discuss about the migration of Dimension in Sage Intacct. A dimension is a classification system that you use to organize, sort, and report on your company information in meaningful ways. Dimension member with the Active non-posting status, that dimension can no longer be used for transactions. Setting this status prevents anyone from posting a transaction entry to that dimension. It’s similar to the Inactive status but is easily selectable for reporting. As soon as the status becomes Active non-posting, it no longer appears in the transaction selection drop-down.

To see the Dimension structure in Sage Intacct, follow the below mentioned path:
Sage Intacct–> Company –>Setup –>Dimensions

Sage Intacct Department
Sage Intacct Department

Let’s have a quick look in Sage 300 Department/segment screen mentioned below

Sage 300 Segment
Sage 300 Segment

In the below screenshot we can see that the converted departments are assigned in Sage Intacct while creating the transactions.

Sage Intacct Journal Entry
Sage Intacct Journal Entry

In the above-mentioned way, we migrate departments to Sage Inatcct.

About Us

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.