About Intacct Collaborate
Intacct Collaborate speeds up your internal communications. Activities like sharing information and keeping up with the latest developments on projects happen in real time, on the records. This means you're not switching between Intacct, Salesforce, and email to round up all relevant information. Intacct Collaborate creates one space where everyone can stay on the same page. And because Intacct Collaborate allows real time conversations, you save time when you need to manage issues like exceptions, missing documents, or the need for clarification.
Intacct Collaborate extends Salesforce Chatter into your Sage Intacct company, regardless of whether or not you use Salesforce.
Access the Intacct Collaboration Center by hovering over the Collaboration Center icon (
), then select View all in the Collaboration Center.
) is the number of new posts to you in the last 24 hours. This number updates, but cannot be cleared.| Subscription | Intacct Collaborate |
|---|---|
| User type |
All user types have access to Intacct Collaborate after you’ve subscribed. |
Sage Collaborate vs. Intacct Collaborate
Sage Collaborate is the evolution of Intacct Collaborate, representing the next stage of Sage's real-time communication tool.
Sage Collaborate currently offers the same core functionality as its predecessor—allowing teams to share information and track project developments directly on records within Sage Intacct. All new companies can subscribe to Sage Collaborate.
Existing Intacct Collaborate users will be contacted when migration to Sage Collaborate is available.
Future versions of Sage Collaborate are anticipated to expand its capabilities, such as enabling cross-product conversations.
Learn more about Sage Collaborate.
Set up options
You have two options for how to use Intacct Collaborate: enable it for Intacct only, or extend Salesforce Chatter from your Salesforce organization to Intacct.
Intacct Collaborate is only available for production environments of Intacct.
| Integration option | Description |
|---|---|
| Intacct only |
This option enables collaboration interactions within Intacct only. Choose this option if your organization does not use Salesforce. |
| Extend Chatter from your Salesforce organization to Intacct |
This option extends Salesforce Chatter functionality from your existing Salesforce organization to Intacct. This option requires some changes to your Salesforce organization before you can start using Salesforce Chatter in Intacct. If you plan to subscribe to the Advanced CRM Integration in Intacct, install and configure it before you set up Sage Intacct Collaborate. A subscription to the Advanced CRM Integration is not required to use Collaborate.
|
Where you will see Intacct Collaborate
Intacct Collaborate is only available for use on records and transactions in Intacct, and only after those records and transactions have been created. For example, you cannot see Collaborate on Intacct pages like Pay AP supplier invoices or Generate sales invoices.
Intacct Collaborate and Salesforce
Intacct Collaborate is powered by Salesforce Chatter. To learn more about Salesforce Chatter, go to:
- Salesforce Chatter overview:
https://help.salesforce.com/articleView?id=sf.collab_overview.htm&type=5 - Salesforce Chatter Limits and Allocations:
https://help.salesforce.com/articleView?id=sf.collab_chatter_allocations.htm&type=5
