Advanced Ownership Consolidation
New Advanced Ownership Consolidation features make it faster and easier to consolidate financial data across multiple entities with varying percentages of ownership including full, partial, and tiered ownership. This new functionality streamlines the consolidation process at the entity level by period and includes ownership percentages as part of consolidation.
Sage Intacct 2023 R4 not only enhances trust and accuracy with a full audit trail of ownership history and structure, but also streamlines monthly closing with currency translation, elimination rollups, and more.
Apply Single Payment to Multiple Customers
An idea that was generated by the Sage Intacct customer community, this new feature is perfect for situations where, for example, a school district submits payment for invoices that belong to different schools within that district, or an insurance company submits a single payment for multiple patients at a facility.
Bank Reconciliation Enhancements
In addition, you can now use Reconciliation Match Sequence to review the relationship between bank transactions and Sage Intacct records. And should a reconciliation need to be re-opened, you can easily revert a matching sequence to a draft or in-process status for further review as needed.
See Also: Using Sage Intacct Electronic Bank Feeds
New Business Intelligence Dashboards
The new Sage Intacct Project Intelligence provides insight into employee time, performance, and efficiency. Key insights include:
- Detailed metrics for employees and groups.
- Stats on revenue contribution, effective rate, and write-offs.
- Evaluate the profitability of your service team.
In addition, the new Ministry Intelligence dashboard seamlessly connects accounting and business operations by delivering key church management data and visibility into KPIs and insights such as up-to-date giving data, fund analysis, multi-campus analysis, and more.
Introducing Inventory Fulfillment
Whether you’re assigning pickers, printing pick sheets, entering packed quantities, converting orders to shippers, or marking shippers as ready to be invoiced, Sage Intacct Fulfillment manages and streamlines the entire process.
With Sage Intacct Fulfillment, you can manage sales orders through the processes of pick, pack, ship, invoice, or any combination of those from a single page. Plus, it was designed with flexibility in mind to adapt to your inventory and warehouse workflow.
New Construction Management Solution
- Organize contacts and leads.
- Streamline estimating.
- Simplify scheduling.
- View, edit, and track drawings and specifications.
- Share project information with external team members.
- Understand current and anticipated project costs before the project is complete.
- Prevent mistakes, improve installation times, and reduce risk.
Check out the Sage Construction Management website to see a demo and review key features.
Questions About Sage Intacct 2023 R4?
This article only covers key highlights in the new release. Contact a Sage Intacct Partner if you have any questions about Sage Intacct 2023 R4 or to request a copy of the release notes for full details of all changes in the latest version.