The Importance of Job and Project Statuses in Sage Intacct Setting up Project Statuses is important for configuring the workflow of a Job or Project through your Sage Intacct system. This is a custom field and is not the same as the Status field which is just Active or Inactive. Project status can be […]
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Sage Intacct Reporting Options. Sage Intacct offers a variety of reporting options within the software. There are three different types of reports within Sage Intacct. Users can also install reports from libraries and customize them as needed. Below we will review each of the three reports options. Standard Reports Each application includes standard reports preconfigured
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Sage Intacct 2022 R3 Changes On August 19th, 2022 Sage Intacct will Release R3. 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 you want to preview
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Sage Intacct Attachments One of the best ways to have supporting documentation on transactions within Sage Intacct is to use the Attachment feature. By having attachments, you can store PDF, Office Documents, and Images to master files and transactions within the system. Some best uses for attachments are: Vendor W-9 – We recommend storing all
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It’s not too late to join one of ETHOSystems FREE Sage Intacct Summer Training Sessions! Additional training dates of our Sage Intacct Training series have been released! A free resource for anyone using Sage Intacct Construction and Real Estate. Reserve your spot today on these upcoming WEBINAR sessions. We look forward to seeing you there!
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Sage Intacct – Change Order Workflows When setting up your Transactions Definitions within Sage Intacct, if you are performing Change Orders, make sure to check the box “Enable Change Order Workflow”. This is only available for Construction Subscriptions. It is also only available when your select “Order” for the Template Type and Workflow Category. You
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Sales Tax affects all businesses including Construction companies. Each state has different sales tax rules for each industry, and it is important that Sage Intacct is set up correctly to help you calculate and track your sales tax amounts for each transaction. ETHOsystems has put together a video for our client HERE>>. However, here are
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We have officially released the dates for our highly anticipated Sage Intacct Training Series! This series is a free, valuable resource for anyone using Sage Intacct Construction and Real Estate who wants to expand their knowledge, sharpen their skills, and get even more from their software investment. Each session is carefully designed to deliver practical
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Sage Intacct and Procore Integration In the construction world, Procore is one of the top project management solutions and it integrates seamlessly with Sage Intacct. At ETHOSystems, many of our Sage Intacct clients have leveraged the integration to Procore to make sure their Jobs and Commitments flow between Sage Intacct and Procore automatically. The current
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Working Smarter in Sage Intacct We spend so much time in Sage Intacct every day so it’s important to make sure you are fully using all the functions of the software and working efficiently within the product. ETHOSystems has put together a video with some tips for our clients HERE >>, In the meantime, find
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Tips and Tricks to setting up ACH Payments in Sage Intacct More vendors are switching over to ACH Processing to quickly receive money. If you are currently migrating to Sage Intacct or want to set up ACH, ETHOSystems has put together a video for our client here >>>. In the meantime, here are some of
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