Category: Accounting Technology

I’m Often Asked, “What’s the Difference Between an ERP and a CRM?”

By Jim Norton, CPA, Principal, Accounting Technology Solutions It all starts to sound like alphabet soup after a while, but modern organizations are increasingly dependent upon cloud technology to get things done. In fact, remote work demands that data reside in the cloud so that work can be done anywhere and at any time. Over…

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Top Three Takeaways from Sage Transform 2022

This year’s Sage Transform conference took place October 10-14 in sunny Orlando, Florida. And, like every Sage Intacct-led event, it was not only a great time for networking, but an informative event with news and updates from Sage. Below are our top three takeaways from the event. 2022 Sage Transform Key Takeaways New partnership with…

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How to Solve Your Multi-Entity Nonprofit Financial Management Challenges

As a nonprofit leader, you likely think of financial management as a necessary evil—bogging down your staff and creating bottlenecks or compliance problems. But it doesn’t have to be that way. In fact, with the right technology, managing your finances can be easy, effective, and offer new insights into your organization. This is especially true…

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How Multi-Entity Nonprofits Can Improve Financial Management

Nonprofits have unique obstacles to effectively managing their finances. For starters, you’re doing most everything on a dime, and then depending on your industry, you have compliance regulations and other metrics to worry about. If you’re running a multi-entity nonprofit, all of this gets more complicated. That’s where technology has emerged as a beneficial tool…

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Tips & Tricks of the Month from Sage Intacct: GL Outlier Detection

This year Sage Intacct launched an upgrade feature for users called “Outlier Detection for General Ledger”. Sage Intacct is the first and only mid-market cloud accounting solution to use AI to increase confidence in the accuracy of general ledger transactions. This new feature has the ability to auto-generate flags for entries that don’t match past…

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Tips & Tricks of the Month from Sage Intacct: Interactive Custom Report Writer

Meet your specific reporting needs with Sage Intacct Interactive Custom Report Writer (ICRW). The ICRW is a modern visual reporting tool that delivers ease and speed of report creation. It offers an enhanced user experience along with analytical tools to address complex reporting needs. Learn More

Tips & Tricks of the Month from Sage Intacct: Customization

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….

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Tips & Tricks of the Month from Sage Intacct: Using Notations

An easy way to ensure that an account’s activity is clear to all team members is to create notations in the Financial Report Writer. With Notations, creators can quickly add a column anywhere in a report to provide notes and explanations. You can add notations for multiple accounts in the report or just a single…

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Tips & Tricks of the Month from Sage Intacct: Using Checklists

Need to keep track of your team’s tasks and progress? Check out Sage Intacct’s Checklist feature, which is available to all subscribers of Sage Intacct. Intacct’s Checklists, mentioned in the 2021 release highlights, offers a more efficient way to assign tasks, enabling you to track high-level activities and clearly see the status of all tasks…

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Sage Intacct Financial Planning & Analysis

By Luis Rivera Financial Planning & Analysis (FP&A) plays a vital part in an organization’s ability to create accurate budgets and forecast trends. Companies remain consistently valuable and profitable with meticulous attention to financial planning and cash flow management. Many companies recognize the need FP&A, but have not been able to fully integrate this function…

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