<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Viscus Limited]]></title><description><![CDATA[We offer a friendly and professional service, helping SMEs to make the most of their accounting and business systems.]]></description><link>https://www.sageintacctconsultant.co.uk/blog</link><generator>RSS for Node</generator><lastBuildDate>Fri, 19 Jun 2026 21:20:10 GMT</lastBuildDate><atom:link href="https://www.sageintacctconsultant.co.uk/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Document Design - Multiple Bank Details]]></title><description><![CDATA[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 Merged fields. To...]]></description><link>https://www.sageintacctconsultant.co.uk/post/document-design-multiple-bank-details</link><guid isPermaLink="false">6a3109a80bb42fe4f2a57f98</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Tue, 16 Jun 2026 09:09:08 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_dcae5fb5e0ea4511b555fd9f3ad071ea~mv2.jpg/v1/fit/w_172,h_65,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Short Cuts - Records and transactions]]></title><description><![CDATA[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 shortcuts can...]]></description><link>https://www.sageintacctconsultant.co.uk/post/short-cuts-records-and-transactions</link><guid isPermaLink="false">6a30451d4eb83abb3528a7b7</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Mon, 15 Jun 2026 18:40:34 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_d42ef848ea5e4824b7b3a2e915ed137c~mv2.jpg/v1/fit/w_175,h_172,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Short Cuts - Working with the calculator]]></title><description><![CDATA[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 enter for your...]]></description><link>https://www.sageintacctconsultant.co.uk/post/short-cuts-working-with-the-calculator</link><guid isPermaLink="false">6a3012d52e35c99df8d485e0</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Mon, 15 Jun 2026 18:19:02 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_73702055812c460295d1970c6a5a9e07~mv2.png/v1/fit/w_445,h_390,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Short Cuts - Working with Dates]]></title><description><![CDATA[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 First day of the...]]></description><link>https://www.sageintacctconsultant.co.uk/post/short-cuts-working-with-dates</link><guid isPermaLink="false">6a30008017c88f8860e0b3ba</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Mon, 15 Jun 2026 14:21:43 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_d42ef848ea5e4824b7b3a2e915ed137c~mv2.jpg/v1/fit/w_175,h_172,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Event - New GL Code Email]]></title><description><![CDATA[This Smart Event sends an email when a new GL Code is created in Sage Intacct.  My customers have asked for this when they want the management accountantto know that the new GL Account has been created and allowing them to check budgets and reporting Navigate to the Smart Event Wizard either by Customisation Services or Platform Services > Smart Events > Add The wizard guides you through the process of designing your smart Event Step 1 Choose object to extend | Owner object Select GL account...]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-event-new-gl-code-email</link><guid isPermaLink="false">6a2fe5451e4df337d820397b</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Mon, 15 Jun 2026 11:50:13 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_0a21a5ad849842e493f7643f61b228a5~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Event - New Customer Email]]></title><description><![CDATA[This Smart Event sends an email when a new Customer is created in Sage Intacct.  My customers have asked for this when they want the sales department to know that the new customer is now created and a sales order or quote can now be created. Navigate to the Smart Event Wizard either by Customisation Services or Platform Services > Smart Events > Add The wizard guides you through the process of designing your smart Event Step 1 Choose object to extend | Owner object Select Customer | Click...]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-event-new-customer-email</link><guid isPermaLink="false">6a2fddd4b533a427f9f1fca3</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Mon, 15 Jun 2026 11:16:33 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_bba638b9029e4359a280c6dd19d185a4~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Event - New Supplier Email]]></title><description><![CDATA[This Smart Event sends an email when a new Supplier is created in Sage Intacct.  My customers have asked for this when they want the purchasing department to know that the new supplier is now created and purchase orders can now be created. Navigate to the Smart Event Wizard either by Customisation Services or Platform Services > Smart Events > Add The wizard guides you through the process of designing your smart Event Step 1 Choose object to extend | Owner object Select Supplier | Click Next...]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-event-new-supplier-email</link><guid isPermaLink="false">6a2fcf6c4a0893fa59261af2</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Mon, 15 Jun 2026 10:46:50 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_eabb46f3948c45c695cfe676a6d934ad~mv2.jpg/v1/fit/w_1000,h_665,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Customer must have a Tax Group Set]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-customer-must-have-a-tax-group-set</link><guid isPermaLink="false">685d7c2bd2c786af5d5f0fa5</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 17:02:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Customer must have a Tax Schedule Set]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-customer-must-have-a-tax-schedule-set</link><guid isPermaLink="false">685d6c0fb504ca89701a16b0</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 16:53:43 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Customer must have Terms Set]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-customer-must-have-a-terms-set</link><guid isPermaLink="false">685d68bde9ff614248208b41</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 15:39:39 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Customer must have a Credit Limit Set]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-customer-must-have-a-credit-limit-set</link><guid isPermaLink="false">685d65ecd99c65dd82f4a767</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 15:29:11 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Statistical Code Creation at Top Level only]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-statistical-code-creation-at-top-level-only</link><guid isPermaLink="false">685d62881a45e6791f597013</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 15:12:17 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Project Creation at Top Level only]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-project-creation-at-top-level-only</link><guid isPermaLink="false">685d5f589b4c14c206dc820c</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 15:01:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Location Creation at Top Level only]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-location-creation-at-top-level-only</link><guid isPermaLink="false">685d5dbed99c65dd82f492ba</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 14:52:17 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Class Creation at Top Level only]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-class-creation-at-top-level-only</link><guid isPermaLink="false">685d5c1ce9ff614248206acd</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 14:44:41 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Department Creation at Top Level only]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-department-creation-at-top-level-only</link><guid isPermaLink="false">685d5a787d12e91fd9bb5cdb</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 14:38:15 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - GL account Creation at Top Level only]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-gl-account-creation-at-top-level-only</link><guid isPermaLink="false">685d53f0b504ca897019db15</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 14:13:45 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Supplier Creation at Top Level only]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rule-supplier-creation-at-top-level-only</link><guid isPermaLink="false">685d52cb2daecb407bf1c51a</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 14:05:26 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rule - Customer Creation at Top Level only]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/sage-intacct-customer-creation-at-top-level-only</link><guid isPermaLink="false">685d45bcd2c786af5d5e8e44</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 13:09:02 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item><item><title><![CDATA[Smart Rules]]></title><description><![CDATA[Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.]]></description><link>https://www.sageintacctconsultant.co.uk/post/smart-rules</link><guid isPermaLink="false">685d39fb2daecb407bf18c8c</guid><category><![CDATA[Sage Intacct]]></category><pubDate>Thu, 26 Jun 2025 12:58:05 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6ead55_460e605b110141c9a64a95ff12a14b1d~mv2.jpg/v1/fit/w_1000,h_872,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Hayley Stephenson</dc:creator></item></channel></rss>