Recurring Journal Entries are used to enter journal entries that are a fixed amount that repeat each period. If you enter the same journal entry on a regular basis, you can save time by automating the journal entry. Examples of recurring journal entries are the monthly rent paid for a property or the expenses incurred… Read More »
Performance cards are most recognizable by their different appearance from most other dashboard components. Sage Intacct Performance Cards are concepts that showcase trends in financial and business metrics in quick and native way. It provide a broad range of financial and operational insights for improved decision making. It is easy to create and doesn’t require coding… Read More »
Whenever we post a Bill in Sage Intacct with an inline credit amount and then to pay it we need to apply the credits manually otherwise the bill gets partially paid. To save this manual application of credits what we can do is just configure Accounts Payable to apply inline credits automatically when a bill… Read More »
Sometimes clients requires the records to be sort based on specific columns in ascending or descending order. For e.g. we have records in alphabetical order and we face problem when displaying it out on report, the names are jumbled up and they are in an order which is unlike the ones we see in the… Read More »
The Organization has many departments like finance, HR, Development, Sales. HR department share some lead name to the Intacct Company and leads may have same name for a particular department. Therefore, there is a possibility that the name can be available multiple times so it will create confusion with duplicate data without any identification. To… Read More »
Sage Intacct allows you to review all the objects, fields, smart links, smart events, nexus details on a single level page. This makes it easier to reduce time and allows user to manage all of his work at one place. Catalog is nothing but a sub-set of all the tools in Customization and Platform Services.… Read More »
Importing bulk data in Intacct using the templates is very usual and effortless. If suppose we are importing Vendors and we randomly generate and assign Vendor IDs; and sometimes it may happen that the Vendor ID already exists in Intacct. In such case, the import will overwrite/ update the name/ contact info/ payment information, etc.… Read More »
In previous blog, we saw how to build our Favorites list to work at an ease. As discussed earlier, we can favorite anything including menu items, reports, and dashboards; and can also reorder them. So, moving further on this topic, here we will see how to Favorite the reports that we use frequently. For accessing… Read More »
There are a few things that we do frequently in Sage Intacct, and that’s why the Favorites menu is introduced. This saves our time to navigate to our most-used item every single time. What we can do is just flag the frequently used items to add them to Favorites list so that we can access… Read More »
Greytrix has decades of experience in migration, for which we even with a dedicated team which offers migration product & services and develop new migration tool as well. Our focus lies in understanding the scope of migration, the design requirements, with hands-on experience in several data migration techniques. Data migration is a key element that… Read More »
