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

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

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

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

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 S

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 Cus

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 Suppl

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.

Use Smart Rules to enhance your data entry experience within Sage Intacct by reducing errors and ensuring user compliance.