AcctTwo's Customer Success team talks about the latest Sage Intacct release.
Bank feeds will now automatically refresh every 4 hours—no setting up needed! You can say goodbye to manually refreshing a bank feed every day. Data appears in your company within a day or so.
With this release, three-way match is available for customers through an Early Adopter program.
These are now available on Order Entry transactions, Purchasing transactions, and Additional Cash management transactions
Sage Intacct has added a component that you can add to dashboards that shows you the last closed date for each application area, as a top-level summary or by entity.
Now, when you mark corporate credit card transactions as billable to a project, those transactions flow directly to project invoicing. You can also report on billable corporate credit card transactions or import those transactions using the import template or API.
Before this release, a project manager (user type) could generate a project draft invoice but couldn't change that draft invoice after it's created. Now, you can assign new project permissions to project managers (user or user type).
Includes improved AP ledger report filtering and better handling of external credits in AP ledger report.
This release Sage Intacct enhanced the Accounts Receivable reporting experience to make your accounts receivable processes easier.
Now you have the flexibility to choose how you want to learn Sage Intacct Fundamentals and when without having to worry about the cost. Plus, you can access the Learning Center from within Sage Intacct in just two clicks.
Now, existing US companies can convert to a multiple tax jurisdiction configuration to apply a specific tax solution to each entity.
Sage Intacct has added the ability to specify different bill-to contacts for different contract lines in the same contract. Use the contract line-level bill to contacts now for operational reporting or to prepare for future invoicing flexibility.
Anthony has worked in a variety of industries ranging from hedge funds, telecommunications, and higher education, with specializations in financial modeling, financial reporting, budgeting, and cost optimization.
Anthony received an M.B.A and B.S. in Finance from Quinnipiac University, where he assisted Athletics head coaches in managing their annual operating expenditures against budget.
Anthony loves sports and lives in Shelton, Connecticut with wife Katie and sons Jack and Eli.