In this blog, we are going to discuss custom fields data flow from one transaction to another in Sage Intacct. Sage Intacct provides the feature for Adding Custom field to standard objects as per our requirements. In our previous blog, we have already demonstrated the steps to add the custom field on any Screens of… Read More »
Oh, darn! Applied a wrong Payment? Sometimes, it may happen that mistakenly we apply wrong payments against some Invoice, maybe wrong amount or wrong date, whatsoever. To un-apply such a payment, Sage Intacct provides a feature of Reversal. For e.g. you may happen to post payments against many Invoices which would be a havoc. Your… Read More »
Company logo can be added to customize our business documents in Sage Intacct. Co-branding the main title bar and sign-in page can help promote/enhance business. We may need to add our company logo to our printed documents to create the branded look. Printed documents are the standard documents which include invoices, statements, purchase orders, sales orders,… Read More »
In Sage Intacct if you look at any transaction entry screen such as Sales Order, AR Invoice, AP Bills not all the fields are visible in the line item table. Say you frequently require Projects to be entered while entering AP Bills but it is not visible on line item table and to use it… Read More »
Sage Intacct is an AICPA certified #1 cloud-based ERP accounting solution that has helped enterprises grow from start-ups to technology giants. It has been beneficial in providing real-time financial and operational insights as well as the ability to automate critical processes. It delivers the automation and controls around billing, accounting and reporting that finance needs… Read More »
Sage, the market leader in cloud business management solutions officially completed the 12th Annual Sage Intacct Advantage Conference which was held from Oct 21- 25 in Las Vegas Nevada and declared the 2019 release 4 for Sage Intacct. Sage marked the 20th year of evolution of Intacct this year with grandeur in the event. The… Read More »
In Sage Intacct, Workflows defines how transactions are created and process in Order Entry, Purchasing and Inventory modules. Workflow controls how transactions flow through system and their accounting posting. Workflow In Order Entry, Purchasing and Inventory modules; different transactions available to users are determined using a workflow. For example; transactions such as sales order, purchase… Read More »
Sage Intacct is a simple and cost-effective cloud-based accounting solution. Sage CRM is an intuitive business management system that allows businesses to provide critical customer data, tracking interactions with marketing, sales, and customer support. In order to attain a 360° integrated enterprise approach, Greytrix offers GUMU™ Sage CRM – Sage Intacct Integration. Sage Intacct Connector… Read More »
In our previous blog, we have displayed Posted Payments and Advance Payment data on real time basis in Sage CRM directly from Sage Intacct. New Stuff: GUMU™ for Sage Intacct – Sage CRM Integration: Sage CRM Side Configuration Today, we will discuss about how users can promote orders from Sage CRM to Sage Intacct using GUMU™ Integration. Select Customer for which you… Read More »
Our GUMU™ for Sage CRM – Sage Intacct Integration supports Multi-Currency. Sage CRM user can promote Sales Order from Sage CRM to Sage Intacct using different currencies. Please note that those currencies should be defined in Sage Intacct and Sage CRM. Once currencies are defined in both Sage CRM and Sage Intacct, admin user will… Read More »
