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
Dimensions:
Chart of Accounts Transaction Definitions Checking and Saving Accounts Bank Reconciliation Platform Services
Custom Reports |
Projects
Accounts Payable Processing
Accounts Receivable Processing
Cash Management
Purchasing
Order Entry
|
Tips
- Always color code your Entities to make sure you are working in the right one:
- Review your security so people are only in the entity they should be.
ETHOSystems is a multi-award-winning provider of integrated business software solutions and support for Sage Construction and Real Estate industries. We focus on key areas such as Accounting, Project Management, Estimating, Construction Management, and Payroll. With over 35 years of hands-on experience we place a strong emphasis on recommending, implementing, and supporting solutions that help our clients succeed.
At ETHOSystems, our goal is to set up the best systems, in the best way, to ensure long-term success for every client we serve.