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

  • Users
  • Groups
  • Subscriptions
  • Entities

Dimensions:

  • Customers
  • Vendors
  • Employees
  • Locations
  • Departments

Chart of Accounts

Transaction Definitions

Checking and Saving Accounts

Bank Reconciliation

Platform Services

  • Custom Fields
  • Smart Events
  • Smart Rules

Custom Reports

Projects

  • Jobs
  • Cost Codes
  • Job Estimates
  • Change Orders
  • Invoicing
  • Timesheets
  • Retainage

Accounts Payable Processing

  • Bills
  • Payment Processing
  • Retainage

Accounts Receivable Processing

  • Invoices
  • Payment Processing
  • Retainage

Cash Management

  • Deposits
  • Fund Transfers
  • Credit Card Transactions

Purchasing

  • Purchase Order Creation
  • Approvals
  • Purchase Order Receiving and Invoicing

Order Entry

  • Order Creation
  • Invoicing

Tips

  • Always color code your Entities to make sure you are working in the right one:
Demonstrating the drop down in order to color code the entity information for entity data entry
Sage Intacct – Top Level vs Entity Level
  • Review your security so people are only in the entity they should be.