More about Favorites List in Sage Intacct

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: More about Favorites List in Sage Intacct »

Personalizing workspace in Sage Intacct by building Favorites List

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: Personalizing workspace in Sage Intacct by building Favorites List »

What we migrate to Sage Intacct

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: What we migrate to Sage Intacct »

Triggers in Sage Intacct

Sage Intacct provide a provision to automate task i.e. Triggers. Using Triggers, you can automatically make input, output, update, validations, emails, and Web Services calls in response to data changes. Sometimes, when scheduling presentations, automatic notifications will help presenter to determine who should wait in the lobby before being admitted to the meeting and the… Read More: Triggers in Sage Intacct »

Make fields mandatory using Smart Rules

While working with different modules in Sage Intacct, we sometimes come across a scenario where we feel the need to mandate some fields, that the user might miss providing its information. Well, is it feasible for us to make any field in any module mandatory? Yes! Smart Rule is the solution provided by Sage Intacct… Read More: Make fields mandatory using Smart Rules »

Querying data in Sage Intacct using new Query function

In the new 2020 Release 1 by Sage Intacct, a new powerful Query function has been introduced. It  accepts expressions comprising of XML elements with a well defined schema and has more robust error checking. It allows building case-insensitive and strong query expressions. It provides more efficient data fetching over the legacy  readByQuery function. But as of… Read More: Querying data in Sage Intacct using new Query function »

SmartLinkClicks To Browse Map in Sage Intacct

Sometimes the transporter requires the direction map to deliver the Inventory from one warehouse to customers place. In order to check the direction they will require to manually search the address on maps. Sage Intacct provides the SmartlinkClicks through which we can provide the direction link for the customers address so that Transporter can go… Read More: SmartLinkClicks To Browse Map in Sage Intacct »

Sage Intacct Sales Commission: Cashing in Sales and Boosting Growth!

Sales Commission as the name suggests is the percentage from the value of the total or individual sales that an employee receives as an incentive additional to the base salary. Different enterprises have different sales commission structure depending on the type of industry they operate, goods or services. While at one time a planned commission… Read More: Sage Intacct Sales Commission: Cashing in Sales and Boosting Growth! »

Sage Intacct Dashboards

Sage Intacct Dashboards pull together reports, graphs, performance cards and more, to provide a 360 degree view of your organization on a home page.  It act as a one-stop view of various key information which are crucial to people with different roles.  It conveys the right information quickly and facilitates quick business decisions. Sage Intacct… Read More: Sage Intacct Dashboards »

Everything You Need to Know About Sage Partner Summit 2020 in Under 10 Mins!

Sage has succeeded yet again in establishing a gathering of growing ecosystem dedicated to inventing and delivering new ways to optimize business performance and growth. Sage Partner Summit 2020 held in Orlando Florida from March 2-4, saw a turnover of 1000+ footfalls with 100+ learning opportunities through dynamic keynote sessions, Partner sessions and 10+ networking… Read More: Everything You Need to Know About Sage Partner Summit 2020… »