One of my favorite platforms!
April 07, 2020
One of my favorite platforms!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Sage Intacct
We use Sage Intacct in our customer success, billing and finance departments. Salesforce does not always provide the most accurate information when it comes to billing. Intacct allows us to see invoice history, payment duration, future invoices and stored accounts.
- Breaks down the total amount by line item - very descriptive.
- Provides a link for you to easily see the total amount being billed so that you're not having to add/subtract each line item.
- Shows payment history immediately when you search by the customer number.
- I wish there were a way to see their future invoices from the accounts receivable tab vs. having to search by recurring transactions.
- It would be helpful if the search boxes appeared at the top, even when you are in an existing account. This way I could search for my next account without having to go back through the steps.
- Saves us on time/resources to be able to locate all of the information in one place.
- By issuing multiple licenses across teams, it eliminates the need for us to reach out to finance about every billing-related question.
- I love being able to send out invoices to an email on the spot. This has been extremely helpful when our customers are unable to find a copy of their bill.
Being a user, I don't deal directly with reporting and automation but I would think we have this automation in place as there are statements that are automatically sent out to our offices each month.
I have never held a position that required me to view or manage billing so this is the only software I have used in this capacity.