Overview
What is Sage Intacct?
Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
Sage Intacct User Review
Time-saver!
Sage Intacct - When you need to grow
Sage Intacct Review
Sage Intacct Exceeds Finance and Accounting Needs
A system for Small to medium businesses
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The …
Exciting start to a new product!
Sage Intacct is a solid system for growing restaurant concepts
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Relatively New Sage User, Completing Implementation Phase
Easy to use, effective
Quicker load time = more efficiency thanks to Sage Intacct
Sage Intacct Account User Review
How Sage Intacct Differs From Its Competitors
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Accounts payable (1185)8.484%
- Cash management (1101)8.383%
- Standard reports (1136)8.282%
- Custom reports (1121)8.080%
Reviewer Pros & Cons
Video Reviews
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Pricing
What is Sage Intacct?
Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features…
Product Demos
Revenue Recognition Demo
Sage Intacct Core Financials
Sage Intacct for Growing Businesses
Features
Payroll Management
Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.
- 7Pay calculation(5) Ratings
Pay calculation provides for computation of employee pay with state and federal deductions.
- 6.4Benefit plan administration(5) Ratings
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
- 7.1Direct deposit files(4) Ratings
Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.
- 6.9Salary revision and increment management(4) Ratings
Salary revision is the ability to modify individual employee pay.
- 8.1Reimbursement management(307) Ratings
Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.1API for custom integration(660) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.8Plug-ins(529) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.8Single sign-on capability(889) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.6Role-based user permissions(1053) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 8.1Dashboards(1044) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 8.2Standard reports(1136) Ratings
The software offers pre-built reports with metrics standard to the category.
- 8Custom reports(1121) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 8.4Accounts payable(1185) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 8.2Accounts receivable(1038) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 8.3Cash management(1101) Ratings
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
- 8.3Bank reconciliation(1093) Ratings
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
- 8.1Expense management(783) Ratings
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
- 7.9Time tracking(440) Ratings
The software can track billable and non-billable employee time by project.
- 7.7Fixed asset management(564) Ratings
This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.
- 8.4Multi-currency support(429) Ratings
The software supports transactions across multiple currencies.
- 8.5Multi-division support(702) Ratings
The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.
- 8.4Regulations compliance(418) Ratings
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
- 8.1Electronic tax filing(304) Ratings
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
- 7.9Self-service portal(513) Ratings
The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.
- 8.2Global Financial Support(302) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 8.4Intercompany Accounting(731) Ratings
Automatically balance and reconcile GL for intercompany transactions
- 8.7Journals and Reconciliations(1004) Ratings
Automate and synchronize ledgers and processes
- 8.3Enterprise Accounting(426) Ratings
Create accounting for disconnected ERP and non-accounting source systems
- 8.5Configurable Accounting(572) Ratings
Configure accounting rules and segments for each chart of accounts
- 8.4Centralized Rules Framework(410) Ratings
Integrate disparate ERP and transactional systems into single ERP instance
- 8.4Standardized Processes(673) Ratings
Centralize financial management to facilitate standardized financial processes
Inventory Management
The ability to track and manage the flow of goods or materials into and out of an inventory.
- 7.6Inventory tracking(306) Ratings
The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.
- 5.5Automatic reordering(8) Ratings
The software can be set up to automatically reorder a good when it falls below a certain threshold.
- 8.3Location management(376) Ratings
The software can track multiple goods across multiple locations.
- 5.2Manufacturing module(5) Ratings
The software helps track and manage raw materials, work-in-progress items, and finished goods.
Order Management
The ability to process orders, and track them from quote to cash.
- 8Pricing(382) Ratings
Users can set up complex and unique pricing requirements.
- 8.3Order entry(541) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 8Credit card processing(383) Ratings
The software facilitates credit card processing.
- 6.3Cost of goods sold(14) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
- 8.3End-to-end order visibility(310) Ratings
Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Sage Intacct?
With an open API structure, Sage Intacct’s accounting solution also provides integration with any CRM, payroll, POS, or ERP system such as Salesforce, and ADP.
Sage Intacct aims to give organizations the visibility and agility to make the right data-driven decisions at the right time to steer their organizations and people to growth and recovery. When it is integrated with budgeting and planning and paired with HR and people software, Sage Intacct is designed to enable digital transformation through continuous accounting, continuous trust and continuous insight.
Sage Intacct Features
General Ledger and Configurable Accounting Features
- Supported: Accounts payable
- Supported: Accounts receivable
- Supported: Cash management
- Supported: Bank reconciliation
- Supported: Expense management
- Supported: Time tracking
- Supported: Fixed asset management
- Supported: Multi-currency support
- Supported: Multi-division support
- Supported: Regulations compliance
- Supported: Electronic tax filing
- Supported: Self-service portal
- Supported: Global Financial Support
- Supported: Intercompany Accounting
- Supported: Journals and Reconciliations
- Supported: Enterprise Accounting
- Supported: Configurable Accounting
- Supported: Centralized Rules Framework
- Supported: Standardized Processes
Inventory Management Features
- Supported: Inventory tracking
- Supported: Location management
Order Management Features
- Supported: Pricing
- Supported: Order entry
- Supported: Credit card processing
- Supported: End-to-end order visibility
Payroll Management Features
- Supported: Reimbursement management
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Customization Features
- Supported: API for custom integration
- Supported: Plug-ins
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
- Supported: Multi-factor authentication
- Supported: User-level audit trail
Additional Features
- Supported: Subscription billing
- Supported: Revenue recognition
- Supported: Collaboration/Social
- Supported: Multiple chart of accounts
- Supported: Multiple reporting books
- Supported: Multi-dimensional reporting
- Supported: Graphs/Charts/Performance cards
- Supported: Report visualizations (conditional highlighting, color grading, trendlines, etc.)
Sage Intacct Screenshots
Sage Intacct Videos
Sage Intacct Integrations
Sage Intacct Competitors
Sage Intacct Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | United States of America, Canada, Australia, United Kingdom, South Africa |
Sage Intacct Downloadables
- A white paper describing how moving to a cloud-based financial accounting solution can help to adapt to support changing business needs, replace manual processes with automated workflows, and deliver "right-time" information to needed answers.
- For organization that have run up against barriers: inflexible processes, data accessibility issues, inadequate security, and primitive reporting. This white paper describes limitations in QuickBooks how a more robust solution can help.
- Most finance teams buy software to solve today's problems, but leading teams find solutions built for long-term success. This white paper from Sage Intacct & Kimble Apps includes tips to engage and qualify vendors during the evaluation process, and describes how to select a vendor that shares a long-term vision of success.
- A CFO today needs to be the leader who can modernize business systems and operations to improve productivity. This white paper describes how to automate manual processes to close the books faster, consolidate entities in minutes, and ultimately spend nights and weekends with family, not in the office.
- 58% of US companies manually reconcile accounts. Is financial complexity holding back growth? This white paper shows how the next generation of financial consolidation automates financial processes, enables faster growth & better insight, and provides access to consolidated information across the organization.
- Findings from Sage's 2022 Close the Books Survey translated into practical strategies and best practices that help achieve a faster and more accurate close.
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(2493)Attribute Ratings
- 9.4Likelihood to Renew80 ratings
- 7.6Availability13 ratings
- 7.5Performance14 ratings
- 6.5Usability138 ratings
- 6Support Rating127 ratings
- 2.2Online Training13 ratings
- 8.3In-Person Training6 ratings
- 6.5Implementation Rating20 ratings
- 6.9Configurability12 ratings
- 7.8Product Scalability11 ratings
- 7.3Ease of integration308 ratings
- 8.4Vendor pre-sale10 ratings
- 7.5Vendor post-sale10 ratings
- 7.8CPA Rating26 ratings
- 7.8Sage Intacct Implementation693 ratings
Reviews
(1-25 of 140)Sage Intacct - One stop shop for all accounting needs
This has helped to eliminate human error from everyday accounting tasks.
- Sage Intacct's customisation features are quite useful since they enable us to customise it to meet our specific business requirements. Custom reports and account charts are something we can create to improve the overall experience.
- Payroll and CRM integration have really helped us as a business. This has increased the accuracy across the department and ensures we are all looking at up to date information.
- Perhaps most useful of them all is how simple Sage Intacct is to use, even for the new user. We have found it very intuitive to use and like the modern design that makes finding the necessary information straightforward.
- We have found that some users find it difficult to get started on Sage Intacct, as all the information can be a little overwhelming for the new user. A guided approach for new users or a simpler set up could assist with this.
- We have also found there can be quite a steep learning curve when it comes to learning the full functionality of Sage Intacct. This can be even harder if the new users aren't familiar with accounting software in general. I think having more support during on boarding would help with this.
- We have had some issues with setting up some of the integration features. Once set up they are fantastic and help a lot but getting through the initial set up can be challenging and take quite some time and effort.
Sage Review
The problems that Sage addresses for me is being able to easily correct an entry if it was posted wrong. The Edit feature saves a lot of time and allows the data to look cleaner rather having voided entries on the reports.
- Journal Entries
- Customizable Reports
- A/P
- Even though the reports are customizable I wish it was easier to pull P&L for any unique date range
- For Bank Reconciliation I like seeing the Debit and Credits all on page instead of having to use the filter buttons
- Also on Bank Reconciliation I like to see what had already been matched still on the same page as the unmatched ones but still have the option to filter them off of course but sometimes being able to see it all on one page instead of filtering back and forth
Not well suited for pulling P&L for unique dates without having to add in special reporting
- Integrations
- Reclassifying Entries
- Reporting
- Navigation has a learning curve
- Inherent limitations of web browser
- Ability to export data in various formats
- Sorting functions
- Custom views
- Detailed explanations when "errors" are generated in various environments such as uploads and invoice entry (currently the details provided don't seem to end up matching what the issue actually is and are not clear in terms of how to resolve/proceed)
- No ability to merge duplicate vendors
- Lacking option to "post" multiple bills in draft state, must do individually which takes a lot of time each week when we pay bills
Sage Intacct..... Our best accounts manager.
- Sage Intacct makes financial budgeting and planning very effective.
- It allows us to see what we have sold, what is in store.
- It allows us to track our payments in one place.
- The application sometimes hangs especially on large data sets.
- I don't like how Sage Intacct's customer support team sometimes takes longer to respond.
- The application has a steep learning curve, getting started with it especially for new users can be a bit tedious.
Good productct, not easy to implement
- Bank reconciliation with the automatic bank feeds
- Journal duplication
- Reversals
- ease to unallocate applied payments in accounts payable
- Handling of intercompany payments seems a little difficult
- Menu options being able to be set to a default e.g. 'Inception to date' has to be selected every time on a customer/supplier account
Sage Intacct, lots of promise and very could but it could be more...
- Integrations with other platforms
- Ability to look at data in different ways
- The use of dimensions to create additional subsets
- Some of the custom reports and the ability to get to specific fields
- The complex computations with subtotals and sorting by dimensions could use some improvement
- The ease of the integrations with other platforms
Sage is a breeze to use, takes simplicity to the next level
- The documentation is self explanatory most of the times, helps in understanding the entity better
- The help section is very useful when it's difficult to create any transaction
- The categorisation is clear and concise, I use AP,AR, GL mostly
- I also liked the UI part
- Sometimes its difficult to understand why a particular transaction is failing, and the error information may not be understandable. This could be done better
- documentation which has the error codes and relevant solutions to resolve that could be a feature i would suggest
For companies who have outgrown QuickBooks.
- Budgeting
- Inventory Control
- Reports
- Dashboards
- Accessability
- Ease of Training
- Issues with Importing Data Files
Versatility and User-Friendly Application: One of the standout features of Sage Intacct is its versatility. It seamlessly adapts to our diverse accounting needs, making it suitable for a wide range of financial tasks. Whether we're managing payroll, tracking expenses, or handling complex financial transactions, Sage Intacct consistently delivers. Its user-friendly interface is a breath of fresh air. It's easy to navigate and feels intuitive from the moment you start using it. This simplicity has significantly reduced the learning curve for our team, resulting in increased efficiency.
Clear and Understandable Presentation: Sage Intacct's presentation and view are nothing short of impressive. The clarity of information and the way it's presented make complex financial data easily understandable. This is a massive advantage when dealing with clients who may not have an in-depth understanding of accounting jargon. The straightforward presentation allows us to communicate financial insights more effectively, fostering better client relationships.
Custom Reports and Consolidation: When it comes to custom reports and consolidation, Sage Intacct truly shines. It surpasses other accounting packages I've worked with. The level of customization it offers for financial reports is remarkable. We can tailor reports to suit our specific needs, ensuring that we provide clients with precisely the information they require. Additionally, the consolidation process is seamless, making it effortless to compile financial data from various sources into a coherent and accurate whole.In conclusion, Sage Intacct has become an indispensable tool for our accounting and auditing endeavors. Its versatility, user-friendliness, clear presentation, and exceptional custom reporting and consolidation capabilities have significantly improved our workflow and the quality of our service to clients. If you're in search of an accounting solution that ticks all the boxes, Sage Intacct is undoubtedly worth considering. It has certainly made our financial management tasks more efficient and effective.
- Custom Reports
- Consolidation
- Auto Sync from other applications
- Particularly in GJ module, under show details it will be helpful if we include Service provider field, GL field to it.
Clear and Understandable
Custom Reports and Consolidation
Sage Intacct: A Financial Symphony for Streamlined Success
- The PO's approval flow, its so flexible we can change the approvers and also we can approve on behalf of approvers.
- It gives reports for each category and this reports helps in satisfying client needs ie. GL, T&E, Unapproved PO reports etc.
- The interface is so good and easy to understand, There is no need of giving hardcore training to anyone to use this application. Anyone with sound knowledge can operate.
- Intacct is providing a platform where the user and client both can draft PO's change the things and edit the things if needed
- The interface can be more attractive
- when logged out we have to again select the company and then entities, so its better when we login again it display the same page at which we were.
Time Tracking Made (Largely) Easy
- Clean interface
- Intuitive
- Simple
- The home page is cluttered. Way too much information.
- Wish I could attach my calendar for even easier inputting
A user-friendly application providing end to end solutions for all the financial reporting and head towards the financial growth and independence.
- Readymade reports – There are multiple readymade reports available within Sage Intacct, which usually serve the purpose. These will be mostly the reports which are used on a very regular basis. This shows, how the tool understands the requirements of the people. This would help management for financial analysis with ease.
- Very good features – it has some very good features such as payment application, GJ upload, which will be very easy and anyone can perform the activity just by learning once.
- Journal Entries – Usually posting reclassification or any other JE for that matter would be a complex process and chances of going wrong would be very high, however Sage Intacct makes it very easy and help users to understand it very quickly.
- As soon as the payment status turns to “Paid” the entry gets blocked, not allowing us to make any changes. However, in practical scenarios, there will be instances where we need to make some corrections. It would be of great help if we could get this feature enabled.
- Audit Log – Need to improve the audit log to provide more accurate and complete information about any changes.
- Since we are in an era of Social Marketing – more the visual impact, more the over all impact. So need to incorporate Dashboard Feature to get a glimpse of the health of the process/company by an eagle eye view.
Great for Accounts Payable and General Ledger
- Import journal entries
- Dashboards are nice - just learning to use them
- Checks are easy to print
- Credits do not sync well from Bill.com
It is sometimes cumbersome to move from one area to the other, but I feel like it is more of a learning curve for me than a fault with Intacct
Sage Intacct stinks and their sales dept will shake you down
- multi-entity
- interface and design - not intuitive
- reporting and ease of creating advanced reports with filters
- searching the system (basically doesn't work)
- advanced filtering of lists (anything other than exact match and wildcards on a list aren't possible)
- custom objects are customizable, but lacking in fully powerful customizations
- API access seems difficult - platforms like Zapier (which could be hugely helpful) do not integrate with Sage Intacct
- support is total crap
- invoice document templates run on MS Word 2007 which is highly limiting for advanced customizations
- slow and not always the most responsive when processing or saving certain things
- user interface is a steep learning curve and seemingly hasn't been updated since the early 2000s
- very few keyboard shortcuts available, which is frustrating when trying to key in lots of data
SAGE 100 vs SAGE Intacct
Sage Intacct Implementer Review
- Bank Reconciliations
- GL Reporting
- Custom transaction-based reporting
- Integration enablement
- Accounts payable bill payment processing
- Financial report building has steep learning curve
Good for everyday use!
- Invoicing
- Accounts Receivable
- Accounts Payable
- I recommend that when viewing a customer or vendor in a specific entity it should show you their invoices and payment statuses
Sage is user friendly and powerful
- Data organization
- Custom reporting
- User friendly
- data integration
- module updates
- Excel exports
Impactfully Intacct!!
- uploading of invoices, vendor details, etc
- being able to customize reports
- process of printing checks easy & can be sorted to specifics
- the implementation process wasn't as smooth, & it's not as easy to view the aging that was added from our previous accounting system.
WOW, what a great program!
- Sending invoices and customer statements
- unique design capability for custom reporting
- customizing to each industry
- in person support
Sage Intacct is a Powerful Accounting Platform.
- It gives users access to a vast array of reporting options with the ICRW add-on.
- It easily syncs with other software systems, like Salesforce, to make day-to-day work seamless.
- It provides the freedom to customize all aspects of the system to meet your company's needs.
- The self-help and training resources could be better. It is difficult to find quick answers sometimes, especially for reporting questions.
- Complex reports can experience regular downtime around the end of the month.
The Pros and Cons of Intacct from an Accountant
- The menu is organized in a way that is effective for the different functions of accounting. The applications are broken out by function such as Accounts Payable, Cash Management, Order Entry, Accounts Receivable, etc.
- The reporting functions for each application are very useful. There is also the ability to create custom reports to fit a specific need, which has also been helpful.
- Sage Intacct releases new features multiple times throughout the year to create better functionality for customers. It is nice that they are invested in keeping the software up to date and easy to use.
- The Fixed Asset module is out of date. While some of the other applications do feed into it, the credit card transaction upload that we perform does not feed over to the account and requires a manual asset creation if necessary.
- Some programs do not feed over to Sage Intacct. For instance, we have had two payroll providers where the general ledger from payroll does not upload the Sage Intacct and is therefore a manual entry. We do not mind since we often have one off situations where we have to adjust accounts, but for some this may create more work. In addition, we do not have our bank transactions feed over either. This requires an upgraded charge to Intacct and we did not see it fit for our company at the time. Again, not something we mind, but might be a pain point for others.
Not for CROs.
- Automated billable expenses - the ability to automate the process of re-billing a customer for such expenses (i.e., travel expenses).
- The ability to automate time and material billings.
- Being able to extract financial data in usable CSV formats for deeper analysis.
- Reporting is incredibly bulky and inefficient. Custom reports are very hard to produce without a very in-depth knowledge of many variables. There’s also an Inability to run reports at the transactional currency level.
- The modules don’t all “talk” to each other, which again makes reporting or analysis difficult. Hybrid billing methods (for example, milestones + t&m) are not really supported, as the contracts module doesn’t “speak” to the projects module, and you cannot include t&m billings in a contract in order to track all billings in the same report.
- The entire system itself is not very user-friendly or intuitive. Each aspect has a fairly large learning curve.
Definitely recommended for Finance!
- Storage
- Maneuvering
- Syncing/Collaborating
- Access to Correcting Mistakes easier
- More access to non-administrators
- Locating vendors by a few letter