Brand your company

Your admin can easily enhance your company's brand identity by customizing emails and documents, adding logos, or even creating branded templates. The following table describes your branding options and points you to more specific information on each option:

Branding option Details Related topics

For your customers
Printed document templates

You can use printed document templates to create customized, professional templates for your printed invoices, sales orders, purchase orders, and more. Use printed document templates across Accounts Receivable, Order Entry, Purchasing, Inventory Control, and Construction.

Printed document templates combine the formatting power of Microsoft® Word with the flexibility of merge fields from Sage Intacct. Together, these components display specific account data from Intacct on your printed documents. The templates allow you to share the information you want in the format you need.
Cover letters

A cover letter is a document that you can include in a group of reports. When you send the group of reports, use the cover letter to introduce the reports and describe what information they contain. In Intacct, you can create a cover letter and include it in a memorized report group.

For instance, an accountant might use a cover letter to introduce a package of reports sent to a client.
Email templates Email templates are an efficient way to automate sending one or more document attachments with a standard message to multiple customers or vendors. You can create a variety of email templates that can be used for different situations, from sending monthly invoices or contract renewals to sending a unique message with your transaction documents during the holiday season.

Currently, email templates can only be used with sales documents (Order Entry transactions, including AR sales invoices generated from Contracts or Projects) or contract renewals.
Email delivery domain settings

Send emails—such as AR sales invoice or statement emails—on behalf of your domain to reinforce your brand to customers and ensure that your emails are delivered to their inbox.
Logos

You can add an image of your logo to the following items:

  • AR statements
  • Cheques
  • Printed document templates
  • Email templates
  • Financial reports
  • AR sales invoices
  • Order Entry documents
  • Purchasing documents
  • XSL documents

Upload all logo images in GIF, JPEG, or PNG format and adhere to specific pixel requirements.
Marketing text and message

This text appears in the top and bottom portions of your customer documents that use the available default templates. The Marketing text appears below your transaction header while your Message text appears in or above the footer of your transaction.

For your company
Co-branding logo You can replace the Sage Intacct logo with your own logo at login and on other pages. The logo must be 216 x 43 pixels and in GIF, JPEG, or PNG format.