Tag Archives: sage intacct customization

Import One-time vendors using Sage Intacct Import feature

Importing/Uploading mass data in Sage Intacct using the templates provided by Sage (Go to Company > Setup tab > Import data > Download the template for desired Master’s import) is very customary/habitual and of ease to us. If we any time happen to upload ‘n’ number of Vendors and we want those set of Vendors… 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 »

Export and Import Custom Reports

In our previous few blogs we saw Custom Reports Sorting and Custom Reports data fetching through Web Services. Now in this blog we will see how Sage Intacct allows you to export Custom Reports from one Company to import into another thus eliminating the need of recreating the Custom Reports. We often work in Sandbox… 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 »

Terminology in Sage Intacct

Terminology is the language used to describe a specific thing, or the language used within a particular field. Sage Intacct allows you to customize some terminologies to match certain terms of your business aspects. For example, you may change Settings to Preferences, or Preferences to Configuration. It limits you to change only those terminologies which are… Read More »

User Preferences in Sage Intacct

Preferences are nothing but group of settings which are used to define one’s products usability, visualization, behavior, actions, etc. In a technical term preference is usually used in relation to choosing between alternatives. For example, someone prefers Date format ‘MM/DD/YYYY’ over ‘DD/MM/YYYY ’if they would rather choose ‘DD/MM/YYYY ’if than ‘MM/DD/YYYY’. In this blog, we will be… Read More »

Deploy Custom View of Standard object in Sage Intacct

In Sage Intacct, Accounts Receivable module is used to manage multiple objects like customers, receivables transactions, and receivable reports.  All those object records are displayed in particular view. The way a list is arranged, filtered, and sorted is called a view. Intacct provides standard views to display list of customers. In addition, you can also… Read More »