Author Archives: Greytrix

4 Reasons Why No Code Integration Platform is Ideal for Growing Businesses

Flexibility is the deciding factor in new businesses as requirements change with time. New businesses rely on efficient planning, management and resources for daily operations. This is where an ERP comes into picture as a robust ERP system in place can streamline operations hence boosting efficiency with statistical data to manoeuvre competition. However, with the… Read More »

24 Highlights of Sage Partner Summit 2021 in 10 minutes!

Sage Partner Summit held between 25 – 27 May 2021 concluded this year with a purpose, the promise to grow #StrongerTogether! Sage witnessed around 2000 virtual attendees for the conference while the event served as a platform for the global audience to optimize their business solutions and redefine business. Amidst the vast knowledge flowing during… Read More »

Sage Podcast: Cloud Software Integration for Seamlessly Connected Apps

Software integration nowadays has become a necessity rather than a choice. Be it any eCommerce platform or any CRM or any application, integrating it with other systems like an ERP minimizes the scope of errors. So, what is it that an ERP integration can do which any application cannot do alone? Integration allows seamless flow… Read More »

Trial Balance Report in Sage Intacct

A Trial Balance is an accounting report that lists closing balances of general ledger accounts with all debit/credit balance amounts for a given period of time. It also helps to lists the closing balances of general ledger accounts. The balances of all the accounts can be viewed using this report. In Sage Intacct, statistical accounts… Read More »

AP Ledger Report in Sage Intacct

It is an accounting ledger that displays the transaction history and amounts unsettled to each of its vendors and suppliers. The report provides details of vendor and all invoices received from suppliers. The AP Ledger report keeps the track of payable information like invoice number, date, and paid amount for each invoices To run this report, go to Accounts Payable… Read More »

Change Time Zones in Sage Intacct

We prefer setting up preferences to suit how our company does business to provide ease of use and apt environment/workspace to the users. Administrator sets up the global preferences that affect all users across the company. Suppose, the company residing in United States time zone, have set up the configuration accordingly, and now it is… Read More »

Migrate Salesperson 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 »

Import One-time vendors using Sage Intacct Import feature

Importing/Uploading mass data in Sage Intacct using the templates provided by Sage (Go to Company > Setup tab > Import data > Download the template for desired Master’s import) is very customary/habitual and of ease to us. If we any time happen to upload ‘n’ number of Vendors and we want those set of Vendors… Read More »

Customer Aging Report

An Account Receivable aging report helps to list unpaid customer invoices and unused credit memos by date range. Finance managers who need to spot and correct problems in the management of receivables. Collection personnel use this report to determine which invoices are overdue for payment. This report determines credit and collection function. The Customer Aging… Read More »

Assign Document Template in Sage Intacct

In this blog, we will be discussing about assigning a Printed Document Template.In Sage Intacct, once you create and upload a printed document template, you may assign it to particular transactions or customers. Note: The templates which are assigned to transactions at entity level will override those of top level in multi-entity company case. Also if… Read More »