Review from a new Project Accountant
Anonymous | TrustRadius Reviewer
October 29, 2018

Review from a new Project Accountant

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Sage Intacct

Sage Intacct is the main software used for financial reporting, transaction management, AP, and AR. The timesheet and expense entry was cumbersome in the past so we've partnered with 10K and Nexonia respectively for a more streamlined process. Through the 2018 Advantage event, there is great consideration to discuss a potential reversion to using Intacct.
  • There are considerations within the Sage Intacct platform that other services do not provide. Case in point, when you pull up a list of clients, the interface also gives you the current AR balance for that client. It saves time on system management and housekeeping when you're culling down the client list for active clients.
  • The accessibility to import anything is amazing if we're unable to enter within the Sage Intacct platform. My company rolled out a project pricing tool to align everyone on new engagements and it's a painless process in uploading a new budget.
  • It's a full ERP system and I am a new user shy of 4 months. I am looking forward to continuing using Sage Intacct to uncover its capabilities in the months and years to come.
  • Through Advantage 2018, I am learning about the report writing tool. We have plans to integrate Dashboards which is a function not currently being used to its maximum potential.
  • The immediate interface could use some customization fields. When I look at the project codes created, it's difficult to discern when a project was created. For a company of any size, as long as you have turnover in the company, seeing the project code, client ID, project type without specific details for who created the project code, the date it was created, and the full client name is an inconvenience every day.
  • SYPartners moved away from using Intacct's timesheets and employee expense report submission features because of the cumbersome process. I would love for us to be able to revert back to full reporting into Sage Intacct for a direct picture view for Dashboard reports.
  • I've been with the company just shy of 4 months. The overall impression is that we're optimistic to utilize Sage Intacct's capabilities as much as possible following the return from Advantage 2018. I'm very excited to take advantage of the new features being rolled out in November 2018 and in the coming Spring 2019!
At Advantage 2018, I went to a class for Best Practices for the Month-End Close. My month end close does not seem as robust as the other companies with the pains of tying in every GL to the trial balance. The software fulfills all your reporting needs once the customized report is created. I've learned about creating a reporting group at Advantage 2018 and am looking forward to maximizing this feature to have a quicker close.
Anything and everything can be imported to Sage Intacct. As long as the data exists, Sage Intacct can work with it through importing.
Maconomy provided more information and a customized view when pulling up lists, i.e. job codes, invoices, client lists. Everything was there without the need to pull a report. I'm experiencing difficulty in finding this information or capability in Sage Intacct.

Not through the fault of Sage Intacct, I am also trying to find out how to be able to reconcile the client expense WIP for what's been invoiced and has not. It's also difficult to find what has been addressed/reviewed and what is new to the project code.
Sage Intacct is well suited for companies with its flexibility in reporting. The dimensions are fantastic to be able to create any report needed and you can provide a more engaging presentation with its graphs and charts capabilities.

There is such an extensive support system that the answer should not be too hard to find. As a new user in an established company, it was a first for me to learn there is an assigned partner to help directly with your company. A con is that there is such an extensive support system that looking for the answer can feel like searching for a needle in the haystack.

Sage Intacct Feature Ratings

Accounts payable
8
Accounts receivable
9
Cash management
Not Rated
Bank reconciliation
Not Rated
Expense management
5
Time tracking
4
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
10
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
8
Inventory tracking
Not Rated
Location management
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Reimbursement management
4
Dashboards
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated