Sage Intacct Software Tips

Did you know that Sage Intacct allows you to favorite, memorize, and schedule reports? Marking a report as a favorite allows you to quickly find it in the Favorites menu. Memorizing a report will save your report criteria so you don’t have to reenter them every time you run the report. Scheduling a report means you won’t have to remember to manually run that monthly report that you always seem to forget to run.

Sage Intacct offers many ways to streamline processes. Duplicating or setting up recurring transactions can be one of those ways to accomplish this, allowing users to focus on other tasks that need completed.

Sage Intacct offers a variety of customizations that can apply to the data master list views. Custom views are useful for having the data needed for day-to-day activities easily accessible in the system, or for exporting data to be reviewed or shared in a variety of formats available with Sage Intacct.

Do you know how add custom financial statements to user dashboards in Sage Intacct? Follow these steps on how to add reports to user dashboards.

Help yourself save time by using these keyboard shortcuts in Sage Intacct.

Learn how to utilize user preferences for a more personal experience in Sage Intacct.