4 Months Deep
October 26, 2018

4 Months Deep

Alyssa Detres | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

Our organization solely uses Intacct within the Finance Department. We have three colleagues on our team, and we use the system for purposes related to charter schools such as purchasing for our educators, and applying tuition payments to outstanding invoices. Our CFO uses the budget versus actual report for his budgeting needs as well.
  • Purchase order process
  • Spend management module
  • Providing in-real time snapshots of numbers via the dashboards
  • At times, the ‘job’ and ‘entity’ field will default back to ‘999999’ and ‘100,’ which is a glitch that can be a pain
  • Sage Intacct has made processes more efficient so that our organization is better able to keep track of revenue and expenses.
Thus far, our organization has been using Intacct for approximately 4 months. Being so new to the software, we have not experimented with additional add-ons that directly integrate with Intacct so that we can automate many of our processes such as accounts payable and accounts receivable. We are fortunate enough to have attended the Sage Intacct conference, and will now move forward with automating our processes after learning more about the many different companies that provide such automation.
Our organization has only used the extended module spend management. Thus far, we use the spend management during our purchase order process before expenses hit accounts payable. In doing so, we are better able to track our budget, and warns us when we are not within that budget so that we can disapprove of a purchase requisition, or make a proper budget adjustment.
Our organization did have a learning curve when switching from QuickBooks to Intacct; however, Intacct is extremely user friendly, and the Cordia team made it possible with their continued support and relentless desire to be of assistance.
QuickBooks certainly made it easy for users to find alternative ways to get things done, even if it was not in line with proper accounting guidelines. Sage Intacct has forced our organization to do the things in the correct manner, putting our minds at ease with compliance concerns as well as budgetary uses.
Sage Intacct has really forced our organization to abide by proper accounting rules.

Sage Intacct Feature Ratings

Accounts payable
Accounts receivable
Cash management
Bank reconciliation
Journals and Reconciliations
Standard reports
Custom reports
Not Rated