Health Center Users Experience

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.

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.