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Document Design - Multiple Bank Details
Everyone in finance understands that adding your bank details to your invoice is essential for receiving prompt payment from your customers. But what happens when you have different bank accounts for different customer types? Maybe you have a different bank account for each currency type? Use the Nested IF function to ensure the correct bank account details are shown every time. Sage Intacct uses Microsoft Word for its document templates, pulling data from Sage Intacct using
Hayley Stephenson
3 days ago2 min read
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Short Cuts - Records and transactions
During initial navigation training, my delegates have great fun getting to grips with the shortcuts. But what makes me happy is that when I come back to the site weeks, months, or years later, they not only have remembered them but use them every day. Looking to save time by using your keyboard instead of the mouse? Try these shortcuts to create, navigate, save, or cancel a transaction. In today's fast-paced digital environment, efficiency is key, and mastering keyboard short
Hayley Stephenson
4 days ago1 min read
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Short Cuts - Working with the calculator
During initial navigation training, my delegates have great fun getting to grips with the shortcuts. But what makes me happy is that when I come back to site weeks, months, or years later, they not only have remembered them but use them every day. Click into any amount and try out the calculation function, type in the first number you want to include in the calculation and then use any of the operators + - * / then enter the next value and use either the = symbol or PRESS ent
Hayley Stephenson
4 days ago1 min read
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Short Cuts - Working with Dates
During initial navigation training, my delegates have great fun getting to grips with the date shortcuts. But what makes me happy is that when I come back to site weeks, months, or years later, they not only have remembered them but use them every day. Click into any date field and try the following shortcuts out KEY STROKE RESULT EXAMPLE DATE RESULTING DATA First day of the current month 15th June 2026 1st June 2026 Last day of the current month 15th June 2026 30th June 2026
Hayley Stephenson
4 days ago1 min read
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