Item: Sage Intacct
Rating: 8
Author: Gerry Hermogenes

Use Cases and Deployment Scope

I use it to manage Accounts Receivable, create and send bill to locals and affiliates, apply and track payments. Also to create adjustments like debit/credit memo as needed. What I like most about it is the ease of doing AR functionalities. To me, it is user friendly and has the help page section which immediately gives the user access to get a quick guide and information to problems/questions encountered in the use of Sage Intacct.

Pros and Cons

creation of bills by volume through upload
Help on the page section
the ability to customize functionalities according to user needs

I find the creation of custom reports help page hard to follow - in the sense that actual finished report does not meet the expectation.
The old format of receive payment screen which Sage Intacct intends to phase out is more useful to my end, I use the new one but I like the format of the old view better.
In the creation of the Statement of Account I hope there are more options - like Show only those bills with open balance; Show only credit memos available or a combination of both. Right now there are only 4 available - see below
Show all transactions
Show all but reversed payments
Show affiliates and others with no balance if activity occurred
Show affiliates and others flagged as inactive if activity occurred

Return on Investment

The negative is there is so much to learn with so little time.

Sage Intacct Automation

I think the benefit is the speed and the ability of multi user to use it simultaneously giving them the ability to discuss and review entries and transactions posted in the GL as well as in the other accounting and financial modules like AR, AP etc.

Sage Intacct Extensibility

I have used the Multi entity function. We have a US and CAD entity level - so far it is working good in terms of the presentation of reports with different currency.

Sage Intacct Configuration

It is a self taught system. So far it works for me except for certain areas like more presentation or view options in the printing of the Statement of Acct.

Key Insights

Do you think Sage Intacct delivers good value for the price?

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Sage Intacct again?

Yes

Alternatives Considered

I think Sage Intacct fares better.

Other Software Used

QuickBooks Desktop Pro, Sage 50cloud Accounting, Sage Intacct

Likelihood to Recommend

In my opinion, Sage Intacct is best suited for multi coded transactions. Also suited for less staff departments. I think it also well suited for those using accounting users working remotely. I could not think of any scenario where it is less appropriate.

Sage Intacct Early Use and Review

Overall Satisfaction with Sage Intacct