Accounting Software Support

Sage Intacct Support Expertise from Our Experience,
And Management and Use Document Series

Sage Intacct Management & Use

IM & U’s – Intacct support documents are arranged by related module use

Company Module

Intacct Posting Flow
Diagrams

03/17/2014
Flow of transactions from different modules

Intacct Logging On and Preferences

03/17/2014
Access to the Intacct system

Intacct Managing Screen Preferences

05/08/2014
System settings for streamlined data entry

Intacct Adding and Referencing …

06/11/2015
How to add and reference dimensions

Intacct Location Dimension Vs Entity

11/29/2016
Trade-offs of Location Dimension Vs An Entity

Intacct Dimensions and Attributes

01/26/2017
Using Dimensions and Attributes

General Ledger Module

Intacct Adding GL
Accounts

03/17/2014
Procedures for adding GL accounts

Intacct Navigating to Financial Reports

03/17/2014
Access to the Intacct financial reports

Intacct Year-End Close of Accounts

03/17/2014
Year-end procedures for the close of accounts

Intacct Intercompany Transactions

01/02/2018
Booking and automation of Interco transactions

Cash Management Module

Intacct Entry and Pay
of Credit Card …

05/28/2015
Entry and payment of credit card balances

Intacct Posting After the Fact AP …

03/17/2014
Recording hand written checks, wires

Intacct Recording Other Receipts

03/17/2014
Recording of other receipts

Intacct Bank Reconciliation Upload

11/25/2016
Bank reconciliation upload files

Accounts Receivable Module

Intacct Adding Customer
Records

09/08/2015
Adding customer records and contacts

Intacct Creating AR Credit and Debit …

05/21/2015
Creation of AR credit and debit memos

Intacct Applying AR Credit and Debit …

05/21/2015
Application of AR credit and debit memos

Intacct Managing Full Refunds

05/21/2015
Managing full refunds for customers

Intacct Managing Partial Refunds

05/21/2015
Managing partial refunds for customers

Intacct Processing of Online Payment …

03/17/2014
Processing of online payment receipts

Intacct Recording Unbilled Revenue

03/17/2014
Booking and reversal of unbilled revenue

Intacct Recording Unearned Revenue

03/17/2014
Booking and reversal of unearned revenue

Accounts Payable Module

Intacct Advances and Apply Advances

03/17/2014
Advances feature

Intacct Approval of Bill Payments

03/17/2014
Approval of bill payments

Intacct Selecting Bills to Pay and …

05/14/2015
Payment selection and check printing

Intacct Creating AP Debit and Credit …

03/17/2014
Creation of AP debit and credit memos

Intacct Applying AP Debit
and Credit …

03/17/2014
Application of AP debit and credit memos

Intacct Reclassifying Payments and …

03/17/2014
AP reclassify feature

Intacct Voiding Checks and Invoice …

05/14/2015
How to void checks

Inventory Control Module

Intacct Adding Salesforce Customer …

09/08/2015
Adding Salesforce customer records and contacts

Intacct Order Purchase and Inventory …

03/20/2014
Reports available in the Inventory Modules

Intacct Transaction Definitions for …

03/20/2015
Transaction Definitions for VSOE Accounting

Project Accounting Module

Intacct Project Summary
Information

03/17/2014
Input and output values of project summary

Intacct Employee Entry of Expense …

03/17/2014
Entry of expense reports for employees

Intacct Admin Entry of Expense Reports

11/09/2013
Entry of expense reports for admin

Intacct Approval and Decline of Expense …

03/17/2014
Approval/decline of expense reports

Intacct Approval of Expense Report …

03/17/2014
Approval of payments from T&E Module

Intacct Select to Reimburse and Check …

03/17/2014
Reimbursement selection and check printing

Intacct Project Billing and Rev Rec

06/10/2016
Diagram options for billing and Rev Rec

Consolidation Module

Platform/Customization Module

Intacct Audit Log Report Package

10/06/2016
Audit Log Report (“Save target as…” for file)

Intacct Adding the Audit Log Report

09/19/2014
Uploading and viewing the Audit Log Report

Other Services

Intacct Configuring of Online Payment …

03/17/2014
Configuration of payment services

Intacct Web Services Developer Community

12/02/2014
Intacct API library and Community Wiki

Intacct Web Services API Test Tool Page

03/03/2015
Reference Page for Use of API Test Tool

Intacct Web Services API Test Tool for …

03/03/2015
API Test Tool for IE (click for direct navigation)

Intacct API Test Tool Chrome Extension

03/03/2015
Chrome Extension (click for access to download)