Sage Intacct mateo

Usability improvements

Sage Intacct Mateo is a cloud-based application that provides diocesan organizations a solution to support their savings and loans program for parishes and schools. The real-time, transaction-level integration with Sage Intacct streamlines the diocese’s accounting and reporting needs.

We've made several changes in Mateo to make it more convenient and easier to use.

• Disburse loan origination funds to a pay-to vendor by entering the vendor in the Pay to Vendor field on the Add Loan screen.

• Enter the vendor invoice number in the Bill Number field, which has been added to the following screens:

  • Savings Withdrawals

  • Closed Savings Account

  • Loan Account

  • Loan Adjustments

• Select the Do Not Email Statement checkbox to exclude savings and loan accounts from statement email distribution. The checkbox has been added to the Add/Edit Savings Account and Add/Edit Loan Account screens.

• Assign customers to a user on the Add User screen.

• View information for active accounts only on Portfolio reports. To view information for inactive accounts, select the Include Inactive checkbox.

• Select any date as the first payment date for amortized loans. Loan statements for amortized loans are now generated based on the payment due date. There's no change to the interest and statement generation process.

For more information, see the Mateo help.

Requirements

Subscription	Sage Intacct Mateo Web Services
Regional availability	United States
Permissions	Permissions are granted directly in Sage Intacct Mateo.
Implementation	Web Services must be enabled and the Sender ID supplied.