Tag Archives: sage intacct customization

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 »

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 »

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 »

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 »

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 »

Custom Fields in Sage Intacct

Hazardous material is defined as any substance or material could risk to human health, safety of the public, handlers or carriers when being transported. A label called the Material Safety Data Sheet (MSDS) is used to define whether material is hazardous. While entering any new item in Sage Intacct if we need to define whether… Read More »

Sage Intacct Integration and how it is Changing the Face of Accounting?

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 »