How To Delete Change Order Documents in Sage Intacct #MakeYourForemanHappy
Delete Change Order Documents In Sage Intacct 2021 R4 you can now delete a change order document. In both Sales Order and Purchase Order Configuration, there is a new option at the bottom of the screen: “Do not validate origin of lines before deleting change…
A Quick Reference for the Intacct Shortcut Keys #MakeYourForemanHappy
The Sage Intacct shortcut keys: Our team here at ETHOSystems find that these shortcuts come in handy when multitasking. If you’re a Mac user, try the suggestions at the bottom of the list. Records and transactions Alt + S Save this record or transaction…
FREE Training – Year-End Classes for Sage 100, Sage 300 & Sage Intacct
Join our Sage Certified Consultants as they demonstrate Year-End procedures for Sage 100, Sage 300 & Sage Intacct. Sage 100 – December 14, 2021 [10 am -12 pm CT] Sage 300 – Pick a class date that…
Sage Intacct 2021 R4 Changes #MakeYourForemanHappy
On November 12th, 2021 Sage Intacct Released R4. With Sage Intacct, there are 4 releases each year and they are provided for all users running Sage Intacct. This allows clients to always be updated, without having to pay their partner to apply the update. If…
Process Joint Checks in Sage Intacct Construction #MakeYourForemanHappy
How to process joint checks in Sage Intacct Construction. Joint checks are used by general contractors for checks that must be made jointly to the Subcontractor and the Subcontractor’s material supplies. We will show you how to set this up within Sage Intacct. When setting…
Why More Construction Companies are using Salesforce #MakeYourForemanHappy
Why More Construction Companies are using Salesforce….and how Sage Intacct can help! Over the last several years, construction companies have been embracing CRM to keep prospects and customers’ information in one system. The need to track estimates, communication, appointments, and proposals in one system is…
Configuring Retainage in Sage Intacct Construction- #MakeYourForemanHappy
Sage Intacct has added the ability to handle retainage in the Construction edition. Below are the steps to set up Retainage in your system. Accounts Receivable Retainage In the Accounts Receivable Module, under Configuration, Enable AR Retainage and choose the correct General Ledger Account and…
How to Pay Bill by Job Sage Intacct #MakeYourForemanHappy
How to Pay Bill by Job. In Sage Intacct, you can Pay Bills by a job by following these steps: Under the Pay Bills Screen click on the “Filter By” option and select “Add a filter set” Create a new filter as show below. Make…
Project Change Orders Now in Sage Intacct Construction #MakeYourForemanHappy
Project Change Orders have been added to Sage Intacct in 2021 R3. You have the ability to: Link one or more change requests (added in R2) to a project change order Easily reference the total price and costs of all linked change requests Align statuses…
Project Estimates – Best Practices for Sage Intacct #MakeYourForemanHappy
Using best practices when setting up Project Estimates within Sage Intacct allows you to enter projected costs against the Project, Cost Codes, and Cost Type. You can create change order estimates. Once set up, you can then track the actual costs against your estimate. Sage…
Top Level vs Entity Level: Where to Enter Data in Sage Intacct
With the addition of the Sage Intacct Construction Edition, it is extremely important to know where to enter and process data within Sage Intacct. Here is a quick guide to top level vs entity level data entry for Sage Intacct Top Level Entity Level Company…
Should you convert your Single Member LLC to an S-Corporation?
Submitted by Bryan Eto, CPA BeachFleischman The federal self-employment (SE) tax just keeps going higher and higher. If you’ve reached the breaking point, there may be a way to tame the SE tax beast by converting your existing unincorporated small business into an S corporation. How to…