May 20, 2021
Score 7 out of 10
Overall Satisfaction with Sage Intacct
Using Sage Intacct for Accounting, purchasing, and fixed assets modules. The consolidation between having the purchasing module work in tandem with the accounting system makes it easier for reconciliation. We recently implemented the system so we hope to also integrate our payroll systems directly to Sage Intacct to provide better insights. The system is relatively easy to use for users, the overview is clean and minimal so those who may not be technologically inclined should be able to adapt. There are definitely a lot of quirks in report building and other things that people who have to be deep in the system may find frustrating. There are quarterly release updates so hopefully there are many improvements to come.
- The dashboard functionality is pretty nice for the broad audience of users. There is the collaboration feature so you can freely speak to others in your company as a group, or ask questions on an individual report or journal entry.
- The dimensionality is robust, there are plenty of out-of-the-box dimensions and you can add more ala carte.
- There are plenty of direct CSV imports to the system. You can import accounts, account groupings/dimensions, journal entries, etc.
- The report building is pretty limited. It's confined and can be hard to recreate reports that previously used Excel-like interfacing. I use Adaptive's OfficeConnect for some of my reports, which is a direct integration of the Forecasting/Budgeting data into Excel. It grants a very flexible design of being able to slice and dice data with multiple dimensions. With Sage Intacct you have to stop and think about creating account/dimension groups in order to get the same outcome.
- The error log for the template loads could be more specific. I have spent half a day trying to fix a journal entry load because the error just said 'unable to load entry'. It took a lot of trial and error to find out which column was causing it.
Prior to the implementation, the allocation journal entry process was much longer. It required each allocation to be performed separately. Sage Intacct has the ability to create dynamic allocations that run sequentially.
We used a vendor to assist with the implementation. There were difficulties because we wanted to capture older data that had limited dimensions, and wanted to add on dimensions we'd use in the future.
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