Tag Archives: sage intacct customer

Send email when customer is added using Sage Intacct Smart Event

We can add customer in Sage Intacct to sell goods or services to your customers. We add the customer not only for record keeping purposes but also for printing the names and addresses on forms, such as invoices. Everyday many customers are added in Intacct. When new customers are added, they only know who added and… Read More »

Sage Intacct Sales Register Report

Sage Intacct users generally ask a report that they can pull out by customer that shows payments/advances/CM received and how they were applied to each invoice since The AR Ledger report does not show exactly were the payment /advance, CM was posted. So to fulfil their requirement there is a report in Sage Intacct named… Read More »

Dimension Structures in Sage Intacct

In Sage Intacct; Dimension Structures assists you to organize your dimensional data on financial reports. In last blog; we created Dimension groups (Customers) with which we were able to categorize our customers by Customer types – Residential, Corporate and Commercial. Now you have a requirement to show the sales by customer types. In this blog… Read More »

Get dimension Counts in Sage Intacct

In Sage Intacct you can easily maintain a count of any dimension members say customer, vendor, product or employee. These counts are completely automated (as you update dimension say add/delete customer), useful for reporting or any other computation. Imagine you have to track different type of customers you are dealing with.  Here you wish to… Read More »