February 2024 Update: Sage Intacct 2024 R1 Now Available!
More Flexibility with Dynamic Allocations
Accounts Payable and Receivable Enhancements
- Improved multi-currency support
- Enhanced user interface and new compact layout
- Better status tracking (i.e. draft, partially applied, etc.)
- Easier process control and workflow
- List screen improvements
In addition, ease of use enhancements rolled out in Accounts Receivable include:
- Reduced clicks and streamlined handling of single invoice customers
- Better visibility into auto-apply settings
- New Additional Information section with more detail
- Various enhancements to invoices and statements
- Clearer labels and more organized arrangement of fields in Receive Payments screen
Streamlined Electronic Vendor Payments
In addition, more tools for exception management have been added. It’s now easier to resend detailed payment remittance emails individually or in bulk, speed up virtual card refund requests which can now be processed directly from the posted payments screen, and more easily troubleshoot payment errors with convenient links to notification IDs and more details that are built into the reports.
See Also: How to Setup and Use Intacct ACH Payments
You can now import construction project contracts and then import project contract lines with their corresponding entries. You can also import multiple project contracts at the same time. In addition, it’s often faster and easier to add a new construction project by duplicating an existing one – functionality that is now available in Version 2022 R3.
The projects screen has been optimized to display contact, address, and status information on the main projects tab, putting key information about construction projects at your fingertips.
In previous releases, you could only link downstream documents converted from the original Purchasing transaction definition (primary document) after setting the primary document option on that transaction definition. But with Sage Intacct 2022 R3, you can now link downstream documents created before the primary document option was set on the transaction definition which streamlines your purchasing workflow.
More Pre-Built Dashboards
In addition, new dashboards have been created for software subscription-based businesses (SaaS). These 7 new SaaS Intelligence dashboards deliver easy access to over 30 KPIs and more than 25 out-of-the-box graphs and reports that display real-time metrics such as growth, customer retention, unit economics, add-on sales, and more. The new SaaS Intelligence for Sage Intacct automatically analyzes, diagnoses, and categorizes all customer subscription activity for a more complete and holistic view of customer activity.
Upgrading to Sage Intacct 2022 R3
Be sure to contact your Sage Intacct Partner to request a copy of the fully-detailed release notes or if you have questions about upgrading to the latest version.