General Ledger

Easy access to Sage Intacct Planning

Sage Intacct Planning is an add-on application that offers a collaborative environment for preparing and managing budgets.

If you have not subscribed to Sage Intacct Planning, talk to your Sage Intacct account manager for information about subscribing.

View a comparison of the features in Planning and the basic budgeting features in Intacct.

You can now access the Sage Intacct Planning log-in page directly from the Budget planning page.

How it works

To log in to Sage Intacct Planning:

Go to Budgets > Budget planning.
Select Open Sage Intacct Planning.

The Sage Intacct Planning log-in page opens in another tab.

If you have permission to view the Budget planning page, you'll see the Planning link. You'll need a separate Sage Intacct Planning account to sign into the application.

Learn more about Sage Intacct Planning

If you are not using Sage Intacct Planning, but want to know more about it, the following pages will help:

Visit the Planning page on the Sage website.
Get an overview of how Intacct and Planning work together.
These videos from the Planning video hub show the product in action:
- A glance at the core functions designed to streamline your budgeting process: Getting started with Sage Intacct Planning (3:47)
- A demonstration of how to create a budget with Intacct data: Create a budget from Sage Intacct data (6:49)
- A webinar that provides a deeper dive into creating a budget, moving data to and from Intacct, and more: Overview of Sage Intacct Planning (1:11:36)

Get help and training

If you already use Sage Intacct Planning and have questions or want to learn more, check out these resources:

Sage Intacct Planning release notes let you keep up with the latest releases, new developments, and feature improvements.
The Planning Help Center is where you can learn more about planning and budgeting.
Take the on-demand training for an introduction to Sage Intacct Planning.

Permissions and other requirements

Subscription	Sage Intacct Planning
Regional availability	Australia South Africa United Kingdom United States
User type	Business
Permissions	Budgets: View
Dependencies or other requirements	Go to Company > Admin > Subscriptions. Next, enable the Sage Intacct Planning drill-through connector.