Transaction templates for creation rules

Use transaction templates with creation rules. Transaction templates define how to create transactions in Sage Intacct to match bank transactions for reconciliation.

Multi-entity shared companies with multiple base currencies: Create creation rules and transaction templates for credit card transactions at the entity level.

In this section:

Last modified: Nov 13, 2025

© The Sage Group plc or its affiliates (“Sage”) or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.