Enhanced Refund Process in Sage Intacct

By | January 13, 2023

As the Sage Intacct is now booming in the market because of its powerful features of Accounting and finance, the request for the customization of the certain processes is also on demand. The amount paid for the invoices by the customer, may need to be refunded because of some reason or it can be a process of some of the businesses.

In this blog, we will be discussing about automating the refund process for multiple invoices at a time on a single click. This customization is made specific to the Negative Invoice, Adjustment Credits, Customer Advance, and Overpayment. To achieve the same, we have designed a custom screen into the Sage Intacct, which lists down the corresponding documents for the Negative Invoice, Adjustment Credits, Customer Advance, and Overpayment. The documents that are listed into the grid, further needs to be marked for processing the refund. One can select multiple documents at a time to create a refund transaction into the Sage Intacct. This will surely save a lot of time of the user and helps in minimizing the manual errors that may happen while creating those refund transactions.

Below is the snapshot of the custom screen used for automating the refund transactions.

Automatic refund

Since, there is a drop-down to select the transaction types, one can select the documents as per their choice. User can partially refund by entering a amount into the amount textbox or fully refund the document by entering nothing into the amount textbox (The record needs to be checked).

On processing of the selected documents on the screen, our automated process will create a refund for those transactions. Any errors that may occur during the refund process will be noted in the logs, so those can be corrected to further create a refund. Also, the document that got settled after creating a refund will no longer be visible on the screen again.

On similar note, we can automate many of the processes into the Sage Intacct as per the business processes of the customer and whose will be really a time saving enhancements.

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.