ApprovalMax vs. Sage Intacct

As mentioned previously - able to send invoice based on amount , program code and division code ,supplier is very useful feature ; If an invoice does not fit into approval process than it is rejected and an email is received mentioning the reason

Incentivized

Sage Intacct is well suited for most accounting needs, specifically journal entries, accounts payable/receivable processes and cash management. Intacct is also useful for budget planning and integration with financial actuals, as well as report writing to coincide with financial reporting processes on monthly, quarterly and annual basis. I'm not sure that Intacct has the capability to fully house a financial reporting process, but it is a great tool.

Incentivized

• choice based on Program codes / division codes - we use Xero accounting system and we have 22 program codes and 11 divison codes ; once invoice is entered in Xero depending on relevant program code and divison code, Approval max automatically send invoice to relevant person depending on approval workflow process . One manager could be handling multiple divison and program codes; if our approval work flow process is properly designed - it is accurate in sending invoice to relevant manager.
• invoice can also send to various managers based on General ledger codes ; this flexibility makes useful when manager is handling only certain nature of expenses regardless of program codes / divisionl.
• Approval process can also be designed based on level of amount ; and level of amount is derived from our Delegation policy. it makes audit of application of delegation policy easy ; we give copy of delegation policy and print of approval work flow process to auditor.

Incentivized

• Sage intacct will be useful in month end reconciliation by extracting all the required reports.
• It is helpful for viewing of any type/particular GL codes directly in the General ledger folder
• It will be helpful to apply the credit memos for a particular date

Incentivized

• date and time of change in approval process ; for example if Mr. A was responsible for all expenses above $1000 in Oct 23 and from Nov 23 it is changed to $5000 . in Dec 23 if it is checked - it will show approval limit of $5000 ; but will not show from which date limit was changed. Auditor always asks this question when the limit was changed in approval max - we cannot prove it.
• If there is audit trail of who made the changes , when and what changes were made ; will be good.
• when we are in main page of seeing invoices awaiting approval - there are hundreds of invoices - searching for one invoice from particular supplier is very cumbersome job - we have to go by each and every invoice in order to find that invoice ; it will be good if we have search function on main page itself ; in current scenario we have to go to report section - input all filters and than search for that particular invoice.

Incentivized

• More "in your face" notice of added features that require being added to a user profile
• Clearer explanations of what is needed on importing sheets
• Go back to emailing office hours recaps for people that attended or signed up to attend

Incentivized

Sage Intacct is continuously evolving and increasing it's functionalities. I am excited to attend conferences to learn what is in the roadmap for future releases. Additionally, using Sage Intacct allows me grow as a professional, I am really enjoy the knowledge that I have within the product to be able to share my experiences.

Incentivized

The ease of use as a seasoned user is wonderful; however, new users struggle to adapt to the program efficiently. Better training videos--all in one location--would be beneficial. The use of a "sandbox" environment is a great tool for new employees or for the fiscal department to test certain journal entries or other transactions to verify accuracy of data.

Incentivized

There has only been one occurrence where Sage Intacct was not available to me, however I had already been working a number of hours trying to get a project completed. It honestly allowed me to step back and take a much needed break.

Incentivized

As fas as integration is concerned I don't feel this slows Sage Intacct down at all. However, sometimes I do feel it takes some larger reports more time to load due to all the detail. As well as, I "move very fast" in my motions so sometimes I double click on fuctions too quickly and the system seems to think that I have a duplicate request.

Incentivized

Only a few times have we had to reach out to support, and every time we did, we received a relatively quick response and a solution was found fairly quickly. Only once was there an issue that took longer than a week to resolve, but it still did eventually get solved.

Incentivized

I have taken in person training classes at several of the annual Sage Intacct user conferences. It is very interactive and the trainers are very easy to follow and understand. They are great at getting everyone in the class involved. They also make sure everyone has learned to task before moving to a new one.

Incentivized

The free training is very minimal. For what we pay for the service, I would like more training. We end up training new users in-house because the provided free training is not nearly comprehensive enough. That being said, the training provided, for the material covered, was adequate and relevant for the given topics.

Incentivized

I would not use a thrid party administrator to implement your system, especially if you are going to be modifying the system at all. Use Intacct implementors as they will be able to better support you on any issues that come up after you go live.

Incentivized

Incentivized

Sage intacct is known for its robust financial management capabilities. It offers features like general ledger, accounts payable and recievable, project accounting, expense management and more. It is suitable for small top mid sized businesses and larger enterprises. Sage intacct is highlyscalable and can accommodate the needs of growing businesses.

Incentivized

You can do a lot with this system and integrate it with a lot of your additional systems you use daily.

Incentivized

• It has certainly made a positive impact ; it is definately worth its value ; when we are processing hundreds of invoices every fortnight ; getting approval of invoices in timely manner for all invoices is of paramount importance . as approval max has its own app - approval can be done on mobile phone also ; this is particularly helpful when staff is travelling .

Incentivized

• Sage Intacct provides multiple modules based on business requirements and it will fulfill the client's needs as per their budget.
• AP aging and AR aging help clients to make the decision at any time to allow reserve for doubtful debts to ensure the financials are shown with correct values.
• Financials are published on time with minimal adjustments or corrections. This client benefits and files taxes on time.

Incentivized