Sage Intacct: Reporting & Dashboards
In today's digital landscape, financial management tools play a crucial role in helping businesses streamline processes, gain insights, and make...
1 min read
Vrakas Blum August 12, 2024
The 2024 Release 3 of Sage Intacct brings significant enhancements designed to improve efficiency, accuracy, and productivity across various business processes.
For order entry and purchasing users, the new originating document workflow provides clear transaction history visibility. Users can now view information about the immediate source document and the first transaction in a workflow without any additional configuration or permissions.
Building on the positive feedback from the previous release, Sage introduced additional file type support for BAI2 and CT53 in the bank transaction assistant. This allows users to import files from a central location for all bank accounts, streamlining the process of getting bank data into Sage Intacct.
Users can now easily un-apply credits that were previously applied, a top customer request. This feature offers greater flexibility to manage credits after payments are posted and will be useful when you need to switch the payment to a credit that was applied.
Also, please take note that you can now void an AP payment directly from the Posted Payments page. This streamlines the AP process by keeping the task within the AP module.
Enhanced email delivery now utilizes the DKIM email security standard, ensuring stronger email security and less likelihood of being flagged as spam. Users will also gain detailed delivery statuses for better insights.
New features for construction customers include joint payment processing, project-based work-in-progress reporting, and a comprehensive suite of housing management solutions with the Sage Intacct Console Connector.
We hope you enjoy using the new features and experience the benefits they bring to your business. For further details, please refer to the release notes or reach out to VBCC directly at intacct@v-bcc.com
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