Tag Archives: smart event

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 »

Send email for urgent payment using Sage Intacct Smart Events

The customer has purchased the product online and when the shopkeeper makes the bill for that product, then the customer pays for it with credit card, debit card and cash. Sometimes a customer makes a payment after a few days but if the shopkeeper wants an urgent payment for some product, then in sage intacct… Read More »

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 – 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 »