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Sage Intacct Tips for getting the most out of your software

Get the most out of your solution with our Sage Intacct tips

When a business implements a new system, the need to get stuck in and continue with business as normal can take over.

As a result, teams often rush into using the software without properly getting to grips with everything it has to offer and how they can best use it to boost their business.

Even with our account managers and experts providing post-launch training to clients, things can be overlooked, and some businesses find that they aren’t using Sage Intacct to its full potential.

If that sounds familiar – whether you’ve just implemented the solution or you’ve been using it for a while – we’ve put together a few Sage Intacct tips to help you make the most of your best-in-class solution…


1. Utilise core modules

Most Sage Intacct customers make great use out of the General Ledger, Accounts Payable and Accounts Receivable modules, but often forget about or just neglect to utilise the other incredible modules available.

Sage Intacct also provides core modules for Purchasing, Order Entry, Cash Management, Prepaids and Collaborate.

With all the core modules set up and being used effectively, you’ll find productivity and efficiency within the business will soar!

Computer software

2. Migrate data with CSV uploads and APIs

When switching systems, that transfer is probably something you’d rather put off for as long as possible.

But with Sage Intacct, there’s no need for manual data entry to shift your records from your old system.

If your data is coming from a spreadsheet (or multiple spreadsheets) and consist of more than just a few lines, you should upload them as CSV files.

For transfers from another system, integrate them using the API to automate the entries and save yourself hours, if not days of tedious data keying.

3. Grant full administrators all permissions

This is particularly useful if you’re a full administrator yourself but should be considered for anyone on your team who has been allocated full administration rights within the Sage Intacct system.

New features and enhancements may have their own permissions, which are not automatically given to administrators.

So, by ensuring you have the right status and grant full admins with permissions to “all” in every module, you can avoid any headaches down the line.


4. Get to know your modules

This should be one of the first things you do when you get up and running with Sage Intacct, but if you’ve been using the system for a little while, don’t panic – there’s still time to familiarise yourself with the system’s modules.

Roll your mouse of the module tab, click “Open Setup” and then click “configure” at the top right of the window.

Roll your mouse over “Help” at the top right by your login name, and then select “help on this page” – this will give you access to information about all options in the configuration.

Repeat this across each module, and don’t be afraid to go back and check it whenever you need a refresher!

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5. Take advantage of operational data

Are you using Statistical Accounts to keep an eye on all non-financial tracking that you typically did within Excel before you implemented Sage Intacct in the business?

If you’re not familiar with Statistical Accounts, you can even track something as simple as headcount or customer count, and it can all be automated in Sage Intacct for budgeting and financial reporting.

For example, use headcount tracking to see the average revenue per employee, average expense per employee, or customer count for the sales cost average of customers.


6. Analyse the tasks you do outside the system

Are there any tasks that you’re doing outside of Sage Intacct that you could move into the system?

Look at each of them and see how you can improve the process. Not sure where to start? Consider expenses, transaction allocations, visual insights with Interactive Visual Explorer, and report building with Interactive Custom Report Writer.

Utilising these features in Sage Intacct will save your team valuable time and allow you to reallocate that resource to bringing in new business and speeding up other processes.

7. Don’t forget about reporting and dashboards

If you haven’t taken one of Sage’s reporting classes, it’s worth signing up to one to see the ROI you could achieve with a solid grasp on how to use reporting and dashboards in the system.

The classes trach you how to efficiently use the reporting functionalities to give you access to real-time reports, and how to make dashboards for yourself, executives, and other team members to save time in the long-run.

If you’re using the Interactive Custom Report Writer or Interactive Visual Explorer, you can also add those reports or visuals straight to your dashboard for quick, at-a-glance insights.

8. Collaborate with your Implementation Partner

The Account Manager or Channel Executive allocated to your business by your Implementation Partner will have your experience and overall satisfaction of the implementation process in mind.

Make sure you work with them and use their knowledge to ensure you have all the information you need to make the most of your system.

They can also make you aware of news and upcoming events, review your company goals and objectives, guide you to the resources you need, help you with training, and listen to any feedback you have on your solution or your experience throughout the process.


9. Pay attention to new feature releases

The Sage Intacct developers regularly release new features and improvements to make your job and use of the system easier.

It’s important that you keep an eye out for these releases and updates to you’re familiar with any changes, and most importantly any improvements that can make your processes within Sage Intacct even simpler!

10. Join the Community

The Sage Intacct community is an invaluable resource for users. Within the community, you can log cases, access past videos and webinars, ask other users questions, and see the latest release notes (discussed in point 9).

You can also gain access to the Sage Intacct Learning Membership – a suite of on-demand courses to learn more about modules and processes within the system, which you can access for one flat fee. For an additional fee, you can also attend live classes led by Sage Intacct instructors.

For more information on these services, to learn how to make the most of your solution, or if you’re considering a change in Sage Intacct Partner, get in touch via the form below and our Intacct team will get back to you.