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Blog Entry
Tips for moving between and within line items

You can save time moving between line items of a JE or a bill without using your mouse and leaving your keyboard. See these time-saving tips. #intaccttip ​


Blog Entry
Create a graph from an existing Custom Report

Do you need some color on your dashboard? Graphs can make a nice alternative to financial reports. You can easily create a graph out of the data on a Custom Report and post that graph to a User’s Dashboard. See the attached document with screen shots for instructions. #intaccttip ​ Creating...


Blog Entry
Creating dimension relationships

Do you ever want one dimension value to limit the options in a second dimension? Do you need to lock down input options based on a particular dimension selection? In Sage Intacct, that is referred to as a dimension relation. Non-Profits typically have a complex dimension structure using many...


Blog Entry
Automatic Notification for New/Edited Vendors

Do you need to have more internal control related to the addition or modification of vendor records? Did you know that you can create a smart event in Intacct that will send an email with a link to the vendor record to a specified person whenever a vendor is added or edited? You can click...


Blog Entry
Disallow Manual Posting to Control Accounts

Did you know that you can prevent posting to any GL account by checking the "disallow direct posting" box on the GL account record? This is brand new functionality for Intacct in the most recent release. I definitely recommend for AP and AR control accounts to keep your sub-ledgers in balance. ...


Blog Entry
Why can't I reclassify my bill/invoice?

Troubleshooting the Inability to Reclassify (courtesy of the sage Intacct community) A common inquiry with Customer Support is: "Why can't I reclassify my bill/invoice?" Our Help Center provides a detailed list of all possible reasons you may not be able to reclassify a transaction. Below...


Blog Entry
Close the Books for all of your Entities at the Same Time

Did you know that you can close your books for all entities at the same time by creating an Entity Group in Intacct ? Create a group type “Specific Members” and choose only the Entities. If you select any location within the entity/location group which is not an entity…the group will...


Blog Entry
How do you change the signs for expenses in Intacct?

Intacct shows expenses as a negative number out of the box. Some clients want to show all numbers as positive. To change the group of account group expenditures to positive, you need to change each account group that rolls up into this group to a normal debit balance. See attached document...


Blog Entry
Build an Escheatment Report in Intacct

Do you need an easy report for filing unclaimed checks with the State? See the attached cheat sheet for building this report in Intacct. #intaccttip ESCHEATMENT REPORT.docx ​


Blog Entry
Intacct Tip - Memorized JE Transaction Tip

Find and post memorized transactions for journal entries Intacct tip - Memorized transactions are recurring transactions whose amounts and other details can vary from month to month. For example, you might set up a memorized transaction for payroll, which you plan to post to the Payroll journal...