Sage Intacct allows you to review all the objects, fields, smart links, smart events, nexus details on a single level page. This makes it easier to reduce time and allows user to manage all of his work at one place. Catalog is nothing but a sub-set of all the tools in Customization and Platform Services.… Read More »
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 »
In previous blog, we saw how to build our Favorites list to work at an ease. As discussed earlier, we can favorite anything including menu items, reports, and dashboards; and can also reorder them. So, moving further on this topic, here we will see how to Favorite the reports that we use frequently. For accessing… Read More »
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 »
Greytrix has decades of experience in migration, for which we even with a dedicated team which offers migration product & services and develop new migration tool as well. Our focus lies in understanding the scope of migration, the design requirements, with hands-on experience in several data migration techniques. Data migration is a key element that… Read More »
Sage Intacct provide a provision to automate task i.e. Triggers. Using Triggers, you can automatically make input, output, update, validations, emails, and Web Services calls in response to data changes. Sometimes, when scheduling presentations, automatic notifications will help presenter to determine who should wait in the lobby before being admitted to the meeting and the… Read More »
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 »
In the new 2020 Release 1 by Sage Intacct, a new powerful Query function has been introduced. It accepts expressions comprising of XML elements with a well defined schema and has more robust error checking. It allows building case-insensitive and strong query expressions. It provides more efficient data fetching over the legacy readByQuery function. But as of… Read More »
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 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 »
