Health Center Users Experience
August 30, 2023
Health Center Users Experience
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Sage Intacct
We use Sage Intacct for Financial and Accounting Functions. We use the Purchasing module to enter our vendor purchases and be able to allocate between our different locations and programs to accurately track expenses and compare to budget. We use the AR module for invoicing tenants and other customers as needed. We recently launched the Fixed Asset module that we are not sure if it is being utilize correctly as we have some difficulty with how the module works and being able to track projects. The Reports module works as expected, there is an ability to create custom reports although I have not personally had to do this yet. The Dashboards feature works well and it is used quite frequently to track the performance of our different programs and locations. I like that you can easily toggle between them. The Cash Management module works well but with the credit card transactions it would be nice if we could use one of our built allocations. Currently we download the transactions from the bank and then import them but on the import it does not allow us to use an allocation so if the charge is for multiple locations it has to be manually split out on the import.
- Reports are easy to view and can be exported.
- Journal entries can be imported.
- Dashboards are easy to filter.
- Fixed Asset module does not handle multiple invoices very well.
- Imported Credit Card transactions cannot be allocated.
- Setting up new users is difficult to know what needs to be selected.
- Fixed Asset tracking was very difficult for our year end.
- The ability to attach documents makes it easy to find backup support for transactions.
- You can attach bank statements to your reconciliations.
We have been able to use the import features of Sage Intacct to reduce entry errors and decrease entry time. It has been an asset to our organization. We utilize and enjoy the ability to create recurring transactions. We utilize the Company assignments for our month-end processing and tracking of completed tasks.
Do you think Sage Intacct delivers good value for the price?
Yes
Are you happy with Sage Intacct's feature set?
Yes
Did Sage Intacct live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Sage Intacct go as expected?
Yes
Would you buy Sage Intacct again?
Yes
- QuickBooks Desktop Enterprise, NetSuite ERP and Open Systems SASE+
Sage Intacct performs well compared to other products that I have used. It is more robust than QuickBooks and much more user friendly than Open Systems. It performs very similarly to NetSuite with it's features and reporting. None of the other products I have used at the time that I was using them had the ability to import transactions the way that Sage Intacct does.