Projects multi-entity guidelines

Some Sage Intacct applications work differently in a multi-entity shared company. It can be helpful to prepare for these differences to ensure you work efficiently in the application.

About Projects in a multi-entity company

In Projects, the following can only happen at the entity level:

  • Invoice generation.
  • Credit card transactions.
  • Manually posted checks (handwritten checks are posted as manual payments).
  • Recurring transactions.

Learn more about setting up Projects.

Sage Intelligent Time

When project time is placed at the entity level, Sage Intelligent Time works only with that one entity.

Construction

Administrators working at the entity level can enable or disable grant fields.

Users working at the entity level cannot enable or disable grant fields, even if they can access the top level.

Multi-base currency guidelines

Learn about multi-base currency guidelines.

For subscription information

Contact your Sage Intacct account representative.