Tag Archives: platform services

Portals in Sage Intacct

Portals are used for accessing company site by outside member like Customers, Presenters, Developers, etc. It allows Login functionality for individual portal user and can add their feedback, file, status based on the type of business they are involved in.In this blog, we are going to discuss how Portals of Sage Intacct will help in… Read More »

Document Template in Sage Intacct

Sage Intacct allows you to create professional templates for Account Receivables Invoices, Sales Orders in Order Entry and Purchase Order in Purchasing, etc. These templates have the ability to display specific data with merge fields from Intacct to share data as and how you want. Printed document templates are Microsoft Word files which creates a newly… Read More »

Sage Intacct – Send email to customer if amount is greater than 25000

In Sage Intacct, there are many transaction like customer invoices and vendor bills that contain small and large transaction amount. If customer purchases any product or item and the price is above 25000, then email will be send automatically to that customer with the item name and amount. So that customer will also be prompted that… Read More »

Restrict Special Characters using Sage Intacct Smart Rules

Sometimes we might face a scenario where we find the need to prevent users from entering special characters in some fields. For example we want to restrict users from using the “%, &, @” characters in the Bill ‘Description’ field. As we know we can use Smart Rules to add user based validations to the… Read More »

Listing Custom Applications in Sage Intacct

With the release of Sage Intacct Release 3, a new object, PTAPPLICATION, has been introduced which gives us more convenient way to find Platform Services application installed in your company. In this blog, we will be discussing about new object PTAPPLICATION that has been provided for listing Custom Applications. With this object we may get the… Read More »

Creating Graphs using Sage Intacct Custom Reports

Graphs are organized data structures that add a visual mode to information. With graphs we can summarize a large data into well-structured format and easily compare two or three data sets. It also offers better clarification of trends than the table format. In Sage Intacct, we can use the Custom Report wizard to create graphs. These… Read More »

Sage Intacct Smart Rule to trigger always

Sage Intacct provides Smart Rule feature which possess functionality that when the condition gets satisfied then only warning or error messages are displayed onto the client screen but in few scenarios client wants to display error or warning message in all conditions. So they want error or warning message every time before processing the further… 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 »

Sage Intacct Unique Index

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 »