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https://dudodiprj2sv7.cloudfront.net/product-logos/u8/36/IQIL44K5ALCH.JPEGSageGetting into Intacct.2019-02-15T19:38:43.216ZSage Intacct is being used across several departments in our organization. Non-finance users submit requests for payment via Non-PO check requests and submit reimbursement requests. Managers approve all requests. The finance department uses Sage Intacct for all Accounts Payable and Accounts Receivable functions as well as for General Ledger and reporting functions. Sage Intacct stores all our employee information, including our complete reporting structure. Sage Intacct also stores all of our clients, facilitating a simpler billing process for Accounts Receivable. It is a good repository of important financial information which can be shared across departments.,Most pages contain an "export" function, allowing users to quickly compile large lists of data without the need for creating a custom report. Furthermore, there are several file format options available for exports.
Most fields have an auto-fill function which will pull in data as you start typing. This can be a strong time-saver when having to scroll through long lists of data.
Strong customizable reporting functions. The types of reports one can pull are almost limitless...well, limited only by your data and your imagination.,There are some features which appear upon seemingly random keystrokes. Example: there is an embedded calculator that I accidentally pull up often and it gets in the way of my visibility. Some of these features can be difficult to get rid of when you don't know what you did to pull them up in the first place.
There is an issue with highlighting text or data in an input field. In most software, you can drag your mouse to highlight some text and backspace to delete it. This does not always work in Sage Intacct...the cursor isn't always placed where you would expect it to be (this might be caused by the auto-fill option pulling up data unintentionally).
Lag time. There is often lag time when switching between modules or dashboard items. This is a normal limitation of web-based software due to internet connectivity - not specific to Sage Intacct, but it can still be annoying at times.,7,As an accounting clerk, it is difficult for me to determine the ROI. I believe it is a better system than we had prior to Sage Intacct.,I am not aware of us utilizing any automated functions.,We do utilize the multi-entity modules. This helps us keep track of entity-specific entries and cuts down on potential inter-company confusion.
We use 3rd party software to manage our company Time and Expenses (Nexonia). I do still use the Sage Intacct Time and Expense module to assign expense categories which import into the Nexonia software. Again, this has been helpful in creating a more user-friendly environment for all our Nexonia users, giving them clear, recognizable expense categories to choose from.,6,Mark FerrignoThe insightful and thoughtful ERP.2018-07-23T16:35:54.157ZWe use Sage Intacct company wide. Before Sage Intacct we used Sage Mass 200. The software was not user friendly, had limited modules, and no internal reporting functionality. We chose Sage Intacct for their vast array of financial modules including an extensive reporting package as well as their fantastic customer service. We currently use the A/P, Cash Management, Bank Reconciliation, Reporting, and Fixed Assets modules. We do small amounts of A/R within Sage Intacct, but much of it is taken care of in a separate A/R/ system designed specifically for gyms. The most enjoyable part of Sage Intacct for us is the reporting functionality. The flexibility to see the data in various ways and drill down into it. Additionally, the fixed assets module in Sage Intacct has saved us thousands of dollars because we no longer depend on a CPA for those calculations. Lastly, our account managers have been excellent at answering our questions and concern. Their response time is amazing!,Reporting is by far their strongest module. Between the prebuilt reporting module and custom report writer there are few limits on what you can create. We frequently need to have granular information.
Community. I currently lead the Portland User Group which meets once a quarter to collaborate about Sage Intacct and we each use it to benefit our business. Between user groups and the online community forum there's a multitude of resources to bring users together to help make Sage Intacct an even better financial ERP.
Accounts payable is our most frequently used module. The bill payment screen and registers make paying our bills a piece of cake!,Their fixed assets module needs some updating. We appreciate being able to add assets as we pay the bills but that same functionality should exist in the general ledger as well. The nagivation between the various parts of the module is clunky and difficult.
The user interface is still in beta, but it stills needs some updating. The menus are a pain to navigate. They need to allow each user or even each company to create a custom "board" with a workflow that allows users to place their most frequently accessed areas on one screen.
I don't like that the performance cards on the dashboard are only available on the entity level. They should be available at the top level.,9,In the area of fixed assets we've saved thousand by not outsourcing those functions to our CPA. Tracking them in house has been relatively simple.
Sage Intacct has saved us a tremendous number of hours a week creating and sending out reports. Having reports automatically sent to our executives and managers every month has helped us tackle expense overspending and provided them the information they need to make decisions without waiting on the accounting department.
All of the time savings from automated processes and more in depth fiancial information has freed our business to focus on our fitness training programs and sales. This is producing better training for our clients which is leading to better and longer customer retention.,We use automation in the general ledger and accounts payable modules. Automating GL entries and AP bills has helped us make a better prediction of our net income at the end of each month. This prediction has helped us discover when and where our sales are struggling and caused us to completely redo how we incentivize our sales staff. The top down automation and the time it frees up are translating into real business changes.,We do not utilize these modules at this time.,7,NetSuite,11,1,Sage Intacct is moainly used in our organization for its core accounting functions.
We've been highly impressed with bringing our fixed assets into Sage Intacct. It's saved us thousand of dollars in CPA costs and it runs quite smoothly.,We're exploring the idea of moving our accounts receivable/CRM into Sage Intacct from a seperate system. This would be a massive movement of information but greatly streamline all operations.,We're definitely interested in the Budgeting and Planning and Custome Report Writer recently released. Both would provide insight we desperately need.,10,ExpensePathTyler ShockleyComprehensive review of Intacct for the specialty construction market. You don't want to miss it!!!2019-02-05T00:25:23.961ZSage Intacct is currently being used by 6 offices with plans of rolling it out to the remaining16 offices in a few months. Intacct was selected because of its powerful and flexible architecture, flexibility and potential. It is the best bang for the buck in regards to ERP pricing on the market today.,We have the ability to define transaction definitions. This means that we can have it post to the GL, post through the GL, post to the appropriate module with various default information based on other input, etc.
It is very open to integrate with other modules. We have found 5 other functions to connect with it and is done so within a matter of days. Once connected, the data transfers very quickly and accurately with minimal maintenance.
The user interface is modern and can be tailored to each user. This helps with ramp up time.,Various submodule functionality can be increased. Granted, there are many partners, customizations and add-ons that could be done to help but there are still a few minor gaps.
Reporting works well for financials but misses the mark on operational reporting. It is possible the new report writer could fill the void but we just went with a different BI tool.
There is a wide variety with the Intacct partners and each represents it differently. Be very careful and vet the partner thoroughly.,10,Given its power to integrate with other applications, we are able to empower those applications to post all the way to the GL with full calculation. This allows the finance people to remain in Intacct and only worry about the transactions instead of reviewing in ancillary applications and then posting over.
We are able to thoroughly review with a particular user or group and then once acceptable, open to the remaining users for use.
The training and ramp up time is very minimal because the interface in intuitive. This helped condense training to hours instead of days.,We have benefited from quite a bit of the automation and as we continue to implement, believe we will take advantage of more - mostly around automated transaction calculation and posting. Intacct does a wonderful job of incorporating end user feedback and business scenerios to make the product better. Intacct takes feedback and satisfaction very seriously so anticipate more and more automation to be available in the future.,The ability to track with multi-entity is very helpful as we can then have more granular security, reporting, and ease of use. If we did not choose this setup, I believe the input and operation would be too cumbersome and users would get confused.and\or overwhelmed.,10,Kyle KienzleWas able to decrease ME close from 15 to 4 days2018-10-30T21:56:44.021ZIntacct is currently being used by our Accounting dept. only. We switched from Quickbooks so the functionality and reporting has been leaps and bounds above what we able to do previously. We utilize Intacct to track expenses by project, department, billable, etc.,Reporting - We are able to build custom reports that drive decisions from above.
Project driven expenses - We are able to see the spend on a project basis and break it down by department to further determine the extent of each department's impact on each project.
Separation of entities - We have three entities that roll up into one for reporting. We are able to review expenses for each specific entity and track them separately.,Search function - It is incredibly difficult to use the search function within Intacct. It very rarely works and nothing like the search functionality we had within QB.
Help Desk - It is incredibly difficult to get issues addressed in a timely manner. Submitting a case, waiting for it to be assigned before we are able to follow up on it. It would be incredibly helpful if Support was easier to get a hold of (over the phone or through a chat function within Intacct would be amazing).,9,We were able to decrease our monthly close from more than 15 days down to 4.
We have been able to provide more detailed reports to our board.,As noted before, due to the amount of automation we have been able to decrease our tedious, manual month end process from 15 plus days down to 4. This has allowed the Accounting team to better support the overall business and provide real time data when requested by other departments.,Being able to track expenses by project has led to fewer overages, which in turn means happy customers. We are able to provide project managers with real time reports showing where the project is at from an expense perspective. Additionally, we have been able to track the project expenses within each separate entity (we have 3) and additionally break the expenses down by department.,4,Lawson (Intentia) and QuickBooks ProBrian GoldrickSage Intacct Review2019-02-23T03:41:17.367ZSage is being used across the whole company. Sage is solving our problem of combining multiple entity financial transactions and statement creation. We are also trying to implement it across departments and classes for better financial reporting. Eventually, it will be used with the Sales team and include Salesforce.,Consolidation.
Internal controls.
HIPAA compliance.
Customization.,The user interface could be quicker. Fewer clicks.
Bank and credit card fees.
Link back to the top level.,8,Ease of financial statement creation.
Customized reports.
Detail and summary reports are much better for on the spot reporting.,We are still working through the process, but it appears it will be much better for us. I think once we learn how to use all the features it will be well worth the investment. The biggest area that it has helped is consolidating the general ledger so that we don't have so many charts of accounts.,We are in the process of adding order entry, deferred revenue, and potentially another module for Salesforce later. If the Salesforce integration works, we will be able to track customers from sales contact to completion, as well as generate contracts with their personal information already included. The core set of financials appears to be working so far.,5,Wesley Stephenson, CPA
Unspecified
Sage Intacct
655 Ratings
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