Sage Intacct’s dashboards and reporting allow you to keep track of KPI’s and key information in a live manner. With performance cards and conditional formatting to highlight failings and overachievements within the same screen.
Diving down into the detail from key dashboards and reports also allows for analysis to be done within the system when there is a requirement to see the source data.
Sage Intacct will allow for key reports to be automatically distributed at the appropriate times to those who need to see the data.
Dimensions allow for all reports to be sliced by segmentations set up at transaction level to give greater insight into performance.
Sage Intacct’s Project Accounting Application streamlines the entire billing process for organisations that invoice for projects on a time and material and/or milestone basis and delivers comprehensive metrics in areas like project profitability and resource utilisation. Project Accounting allows employees to report their time and expenses, project managers to assign resources and approve time, and billing managers to easily generate invoices by customer by project.
Sage Intacct’s product level integration with Salesforce delivers unparalleled support of the order-to-cash process. New account information along with closed opportunities are pushed to Sage Intacct to create sales orders, financial information (e.g. status of payment) can be pushed back to Salesforce, and renewal opportunities can be set up in Salesforce – all without the need for manual data entry.
Sage Intacct’s Inventory Management supports the creation of a seamless chain of transactions from requesting quotes from vendors to receiving the merchandise into warehouses to invoicing customers. Inventory Management enables users to receive, transfer, ship, and adjust inventory and in turn, give employees real-time access to balances and availability across multiple locations and product lines.