Real estate

Enhancements in Sage Intacct Real Estate

Sage Intacct Real Estate adds property management functionality to Sage Intacct. The solution features a unique data structure that puts the lease document at the center of your workflow, making it flexible enough to accommodate virtually any lease agreement. Real Estate also tracks other business critical details related to your properties and offers multiple billing options.

Sage Intacct Real Estate is an additional subscription. Your company must be subscribed to the core applications and Web Services to use Sage Intacct Real Estate. To learn more, contact your Sage Intacct account manager.

New reports

We've added five new reports that can be customized and exported to multiple formats.

  • Lease Clauses Report

    Lease Clauses Report

  • Lease Expiration Report

    Lease Expiration Report

  • Lease Insurance Report

    Lease Insurance Report

  • Occupied Square Footage Report

    Occupied Square Footage Report

  • Rent Roll Report

    Rent Roll Report

Management fee updates

You can now tag management companies with a customer entity so that the system can create a corporate accounts receivable record for management fee transactions.

Edit Management Company page with Management Company and Entity fields circled.

To create the corresponding corporate accounts receivable record when a management fee is billed to a company, use the new Customer and Item ID fields. These fields are in the Accounting section on the Edit Property page.

Select the customer and item ID to use for the corporate accounting customer and the revenue account to use for the management fee.

Accounting section of Edit Property page. The Customer and Item ID fields are circled.

Requirements

Subscription

Real Estate

Regional availability
  • Canada

  • United States

User type

Business user with admin privileges to give access

Permissions

Menu option for each feature to determine whether it appears on the Applications menu

Configuration
  1. Enable the Real Estate subscription in Intacct.

  2. Add the URL to the allowlist: https://app.sagerealestate.us/

  3. Set all security options for the URL to true.

Implementation

Requires:

  • Subscription in Intacct

  • Configuration and setup in Intacct