Author Archives: Greytrix

Audit event report in Sage Intacct

Sage Intacct provides an Audit event report feature for tracking changes to standard transactions and records. The Audit report gathers information regarding modifications made to data and transactions within Sage Intacct, like who has made the changes and when they were made. The report event audit shows list of all users who have added, updated,… Read More »

Calculating commissions on historical invoices

Sales Commission app assist Sage Intacct users to automate commission processing.  Users can setup commission calculation structure (Commission Group and Types) as per their business needs. Based on entered structure, commissions are calculated on sales transactions. As users enters and post transactions (order entry transaction and AR Invoice) commissions are automatically calculated. With our Sales… Read More »

User-defined options to migrate customer masters into Sage Intacct from Sage 300 ERP

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… Read More »

User-defined options to migrate vendor masters into Sage Intacct from Sage 300 ERP

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… Read More »

Recurring Transaction Status Report

An organization can have the same transactions generated repeatedly over a specific time interval like daily, weekly, monthly, etc. Sage Intacct provides a capability to achieve it by creating those transactions and scheduling them as per the necessity. These transactions do not require any user intervention; it is generated automatically by the system. It saves… Read More »

Customization packages in Sage Intacct

We are well aware that Sage Intacct allows the customization of objects. There can be multiple customizations for custom report, smart rules, and smart events. We can either create them one by one using the customization wizards, or combine all together into a package and publish a package that creates them all at once. A… Read More »

Shipment History Report in Sage Intacct

Every once in a while an organization has a need to look back into the shipments that be been delivered and requires its information for evaluating the stock and the sale of items. This ensures that there is sufficient stock of a required item and also helps to maintain the reorder of items that are… Read More »

Portals in Sage Intacct

Portals are used for accessing company site by outside member like Customers, Presenters, Developers, etc. It allows Login functionality for individual portal user and can add their feedback, file, status based on the type of business they are involved in.In this blog, we are going to discuss how Portals of Sage Intacct will help in… Read More »