Financial Management and Reporting
Credit card transactions are then automatically matched to what's already entered in Sage Intacct using a new reconciliation process which provides the same intuitive filtering, sorting, and other features that you're accustomed to with bank reconciliation. When creating missing transactions, you can create the matching credit card transaction or journal entry directly from the transaction and auto-populate important details.
In general ledger, you can now generate a recurring entry from any direct-posted journal entry. When you use an existing journal entry to create a new recurring entry, the basic information gets pre-populated from the selected journal entry into the Entry section of a new Recurring Journal Entry. From there, you create the recurrence schedule. This highly-requested feature also comes packaged with a new design that puts the Journal Entry information and the schedule on separate tabs for a cleaner look and making it easier to use.
Advanced Inventory Bin Tracking
Bins are now unique across all warehouses. You associate each bin to a specific warehouse, and you can assign zone, aisle, row, and face attributes to each bin as follows:
- Zone – an area within a warehouse, such as receiving, shipping, dry goods, etc.
- Aisle – the space for walking between rows or shelves
- Row – the level of a shelf within an aisle
- Bin face – the section between pillars in an aisle
These assignments let you create a coordinate system that describes the exact position of the bin within the warehouse.
Budgeting and Planning
Improved GL Account Visibility – now with the option to view GL accounts next to your budget line names. You can view account numbers in inputs, tables, reports, and more.
Importing from Excel - get started working with models more quickly by importing model lines from MS Excel. Learn how it works
Expanded Reporting Books - Budgeting and Planning now supports all reporting books, in addition to Cash, Accrual, and Global Consolidation books.
Easier to Use
In addition, timeout notifications have been improved. As you are reaching the end of your session or inactivity duration, you will now receive notification alerts in time to save your work or continue working in Sage Intacct. In addition, if your browser provides a notification option, you can get time-out notifications from Intacct on your desktop whether you are currently working directly in your company or in some other application so that you can take action before you're timed out of Intacct.
Other Notable Improvements
- Contracts – more controls over complex revenue allocations
- Salesforce – continued development of CRM integration for non-profits
- Warehouse Management – streamlined warehouse transfer process
- Accounts Payable – enhanced process for managing partially-paid bills
- Order Entry and Purchasing – a variety of updates across the board to improve usability