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Sage Intacct Tips & Tricks: 10 Productivity Hacks to Boost Efficiency

In today's fast-paced business environment, maximizing productivity is crucial for staying competitive. Sage Intacct offers a wealth of features and capabilities that can significantly enhance your workflow efficiency. Below are some Intacct productivity hacks that can help you streamline your financial processes, automate repetitive tasks, and optimize your overall productivity.

10 Sage Intacct Productivity Hacks

1. Customizing Dashboards

Intacct allows you to create personalized dashboards tailored to your specific needs. Take advantage of this feature by customizing your dashboard to display the most relevant financial data and key performance indicators (KPIs). By having quick access to real-time insights and important metrics, you can make informed decisions faster and save valuable time.

2. Utilizing Templates

Intacct offers various pre-built templates for financial reports, invoices, purchase orders, and more. Leverage these templates to automate the creation of recurring documents and eliminate the need to start from scratch each time. By using templates, you can maintain consistency, reduce errors, and expedite the generation of essential financial documents.

bell»Read our blog for more information about using budget templates: Sage Intacct Budget Templates...IN ACTION!!

3. Automating Routine Tasks

Intacct provides robust automation capabilities that can save you considerable time and effort. Take advantage of automation features such as scheduled report generation, automatic bank reconciliations, and recurring journal entries. By automating routine tasks, you can free up valuable resources and focus on more strategic activities that drive your business forward.

4. Streamlining Approval Processes

Intacct's workflow automation enables you to streamline approval processes for various financial transactions. Configure multi-level approval workflows based on your organization's hierarchy and requirements. By automating approval processes, you can accelerate decision-making, reduce bottlenecks, and enhance collaboration among stakeholders.

5. Integration with Third-Party Applications

Intacct integrates seamlessly with a wide range of third-party applications, including CRM systems, payroll software, and expense management tools. Leverage these integrations to eliminate manual data entry and foster data consistency across multiple systems. By connecting Intacct with other applications, you can automate data synchronization, minimize errors, and enhance overall productivity.

questionLooking for a specific process to automate? Check out all of the third-party integrations we offer!

6. Using Keyboard Shortcuts

Intacct offers a plethora of keyboard shortcuts that can significantly speed up your navigation and data entry. Familiarize yourself with these shortcuts and incorporate them into your daily workflow. By reducing reliance on the mouse, you can save time and perform tasks more efficiently.

For the most updated listing of keyboard shortcuts please access your help section in Intacct (search: "Keyboard Shortcuts"), follow this link, or check out the video below that guides you through Intacct.

7. Leveraging Role-Based Permissions

Intacct allows you to define granular role-based permissions to control access to sensitive financial data. Take advantage of this feature to assign appropriate permissions to different user roles within your organization. By ensuring that employees only have access to the information necessary for their roles, you can enhance data security, maintain data integrity, and reduce the risk of unauthorized actions.

8. Mobile Approvals

Intacct offers approvals on the go for users with the proper permissions. Supported approvals include:

  • Timesheets
  • Expense Reports
  • Purchases
  • Reimbursements
  • AP Payments

For all other approvals on your mobile device, we would recommend you access the full desktop version by clicking switch to full site so that you can approve transactions like AP Bills or AR Invoices. To return to the mobile site, click your username. From the drop-down menu, click Mobile Site.

Sage also offers a Sage Intelligent Time mobile app. This app allows you to enter time into timesheets as well as approve timesheets from your mobile device. More information on the Sage Intelligent Time app can be found by accessing the help section in Intacct or following the link below.

9. Alerts and Notifications

Intacct allows you to set up alerts and notifications within your dashboard to stay informed about critical events or changes in your financial data. Configure alerts for thresholds, such as budget variances or invoice approvals pending for an extended period. By receiving timely notifications, you can proactively address issues, ensure compliance, and make informed decisions promptly.

10. Real-Time Collaboration

Utilize the real-time collaboration features in Intacct Collaborate to collaborate seamlessly with team members, departments, or external partners. Leverage features such as instant messaging, commenting, and file sharing to facilitate efficient communication and eliminate delays in decision-making. Users can use this feature to centralize discussions around financial processes, projects, or specific transactions. Threaded discussions can help maintain a clear record of conversations, provide context, and allow team members to easily refer back to previous discussions, reducing the need for repetitive communication.

Intacct Collaborate supports "@mention" functionality, enabling you to notify specific users or teams within the platform. Utilize "@mention" to bring attention to important updates, requests, or discussions. Additionally, configure notifications to receive alerts when you are mentioned, ensuring that you stay informed and can respond promptly.

By implementing these Intacct productivity hacks, you can optimize your workflow, automate repetitive tasks, and empower your team to focus on more strategic initiatives. Whether it's customizing dashboards, leveraging templates, or integrating with other applications, there are numerous ways to make the most of Intacct and streamline your financial processes for maximum productivity.

Sarah Mazzie

Written by Sarah Mazzie

Sarah Mazzie is a Senior Solutions Architect with RKL eSolutions LLC and specializes in Sage Intacct Implementations. Her background includes management accounting roles in industries such as construction, manufacturing, and cyber security. When not working, Sarah enjoys spending time with family and friends, working out, scuba diving, and traveling.