Audit Trail feature in Sage Intacct

Every Sage Intacct company contains many object as per company standards, and each object contains essential information of company. So company internal and external user need to know how any object related changes happen and who made the changes. We can have a record of who made changes and what time changes happen for particular… Read More »

Terminology in Sage Intacct

Terminology is the language used to describe a specific thing, or the language used within a particular field. Sage Intacct allows you to customize some terminologies to match certain terms of your business aspects. For example, you may change Settings to Preferences, or Preferences to Configuration. It limits you to change only those terminologies which are… Read More »

User Preferences in Sage Intacct

Preferences are nothing but group of settings which are used to define one’s products usability, visualization, behavior, actions, etc. In a technical term preference is usually used in relation to choosing between alternatives. For example, someone prefers Date format ‘MM/DD/YYYY’ over ‘DD/MM/YYYY ’if they would rather choose ‘DD/MM/YYYY ’if than ‘MM/DD/YYYY’. In this blog, we will be… Read More »

Migrate Banks 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 stress-free deployment… Read More »

Sage Intacct AR Recurring Report

Recurring invoices are those accounts receivable invoices that occur regularly, generally each month.  Instead of enter these invoices monthly, you can enter the information once and have the system create the invoices automatically.  Examples could include rent, stationary, maintenance etc. Sage Intacct AR Recurring Report shows a list of recurring invoices from customers, dates, along with details… Read More »

Publish/Install Sage Intacct Custom Application

As we build custom applications using Platform Services and deploy on client companies, the need to programmatically install updates arises. Installing or updating an application involves first publishing the application from the Sage Intacct to create the XML and then install to post that definition to the client’s company. In this blog we are going to… Read More »

Deploy Custom View of Standard object in Sage Intacct

In Sage Intacct, Accounts Receivable module is used to manage multiple objects like customers, receivables transactions, and receivable reports.  All those object records are displayed in particular view. The way a list is arranged, filtered, and sorted is called a view. Intacct provides standard views to display list of customers. In addition, you can also… Read More »

Shortcut Keys in Sage Intacct

Sage Intacct is a provider of cloud-based financial management and accounting software. It is suitable for small to midsize accounting firms and can provide financial reporting and operational insights as well as the ability to automate critical financial processes. In this blog, we will be discussing how Intacct allows us to navigate within/through the functionality using the… Read More »