June 15, 2022
A great Sage Intacct tip is that you can customize your account to better suit your organization’s needs, creating a custom workspace that is appropriate and suited just for you. The system allows you to create custom dashboards in order to view the reports that matter most to you in a concise and real-time manner. You can also create bookmarks within the system, set up favorites, create visual workflows, and set specific preferences to grant you quicker access. Additional customization features include color coding entities, setting the number of records shown per list screen, and reorganizing the navigation drop-down menu for your applications. To learn more about Sage Intacct customization options click here.