Budgeting and Planning

Enhancements in Sage Intacct Planning

Sage Intacct Planning (SIP) is an add-on application that offers a collaborative environment for preparing and managing budgets.

Sync accounts wizard

In Sage Intacct, you can modify the IDs and names of existing accounts, which can create differences with the accounts that appear in Sage Intacct Planning.

To ensure that data presented in Planning accurately matches Sage Intacct, run the Sync accounts with Sage Intacct wizard.

The changes that you make in the wizard update everything associated with the updated accounts and are reflected throughout Sage Intacct Planning, including:

• Dashboard, Sheets, Inputs, and Actuals tabs

• Versions and scenarios

• Shared budgets

• Statistical accounts and models

To learn more about the wizard, see Sync accounts wizard in the Sage Intacct Planning help.

Learn more about Sage Intacct Planning

We constantly update and improve Sage Intacct Planning. For more information, check out the following resources.

At Sage Intacct Planning:

• Sage Intacct Planning release notes let you keep up with the latest releases, new developments, and feature improvements.
• Visit the website.
• The Planning Help Center is where you can learn more about planning and budgeting.

At Sage Intacct:

• Take the on-demand training for an introduction to Sage Intacct Planning.
• Learn more about budgeting and planning with Sage Intacct Planning.