Tag Archives: sage intacct

Migrate Customers masters from QuickBooks to Sage Intacct

Greytrix stands out for its Sage Intacct services being an offshore development partner with multi-years of experience in migration, integration, add-ons, and consulting services thus helping Sage Intacct partners and end-users to simplify business operations at a low cost, quick turnaround time, highest quality and with maximum efficiency. Greytrix Sage Intacct development provides a seamless stress-free deployment… Read More »

Understand business and financial performance using Sage Intacct Performance Cards

Performance cards are most recognizable by their different appearance from most other dashboard components.  Sage Intacct Performance Cards are concepts that showcase trends in financial and business metrics in quick and native way. It provide a broad range of financial and operational insights for improved decision making. It is easy to create and doesn’t require coding… 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 »

Document Numbering to prevent overwriting of information

Importing bulk data in Intacct using the templates is very usual and effortless. If suppose we are importing Vendors and we randomly generate and assign Vendor IDs; and sometimes it may happen that the Vendor ID already exists in Intacct. In such case, the import will overwrite/ update the name/ contact info/ payment information, etc.… 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 »