The hidden gems of 2023
2023 was an exciting whirlwind of updates! Over 225 new features landed across all aspects of Sage Intacct, empowering you to streamline workflows, gain deeper insights, and unlock new possibilities.
Many of these ideas came from you!
You were instrumental in shaping the innovations that came out last year! This list spotlights some hidden gems that you might have missed, inspired by your valuable suggestions. So grab your favorite morning beverage and prepare to rediscover these powerful additions to your financial toolset.
Improve your workflow with Bank transaction assistant
Streamline your Accounts Receivable workflow while accelerating your reconciliation process with the Bank transaction assistant workflow. Assign customers to bank transactions and then receive multiple payments for multiple customers, all from the Bank transaction page.
Recall a AP purchase invoice submitted for approval
AP AP purchase invoice approvals now has a recall option. Recall allows you to remove a submitted AP purchase invoice from the approval queue and return it to an editable draft state. You can then update the AP purchase invoice and resubmit for approval.
Read more about recalling AP purchase invoices submitted for approval.
Manage your AP supplier approval process directly
You can manage your supplier approval process directly within Sage Intacct, ensuring the correctness of supplier records before the information is used in Accounts Payable and Purchasing transactions.
Apply payments to multiple customers from a single AR payor
AR single payments for multiple customers are useful when you receive a single payment but need to apply the payment to AR sales invoices from different customers. This functionality is available to everyone!
Control outgoing payments with ease
Take control of outgoing payments and make sure that your organization pays the proper amount for what you ordered. With match tolerances, Intacct automatically compares quantities and unit prices that appear on converted Purchasing transactions.
Read more about match tolerances for Purchasing transactions.
Contract billing supports product bundles
SaaS companies often use product bundling, a marketing strategy that can potentially increase sales for you and save money for your customers by combining products in a package deal. You can group two or more products or services on a single item SKU and invoice the kit as a single line item.
Easily include credit card charges in expense reports
Credit card transactions can flow from Cash Management to Employee Expenses. This means you can easily include credit card transactions in expense reports for faster data entry.
Read more about linking credit card transactions with employee expense reports.
Expanded permissions for project manager users
The permissions for Order Entry expanded! You can assign Order Entry permissions to your project manager users so they can add, edit, and delete Order Entry transactions (Quote and Order template types only).
Take lists to "reporting lite" with new view options
Turn on the lists beta interface to personalize your list views, leverage advanced filters, manage list and record details side-by-side, and much more.
Get the help and training that you need
At Sage Intacct, we get how vital it is to have in-depth, best-practice help, and training that enhances your use of Sage Intacct. So we updated many aspects of how we provide help and training, so you can get the most out of Intacct!
