Item: Sage Intacct
Rating: 9
Author: Carrie Carter

Use Cases and Deployment Scope

I use Sage Intacct to set up estimates and job contracts for projects. I enter subcontracts and Non-PO Invoices for accounting to process. I also add insurance information to vendor listings.

Pros and Cons

Easy to use when entering in invoices.
User friendly when adding a new project into the system.
Simple to lookup information to check if vendors or invoices have been entered.
Approval process is very helpful to ensure the correct person is reviewing transactions.

When there is an error and work is unable to be saved, sometimes it is unclear what the issue is.
When adding an estimate, there are issues sometimes if a cost code has to be added.
Cost codes at times have issues with their sub-cost codes.

Return on Investment

Sage Intacct has made managing our projects much easier and having a big picture view of the budgets vs. actual costs.
Tracking paid and unpaid invoices is simple and can be looked up in the matter of minutes.
Managing project budgets and making sure the appropriate funds are allocated correctly is easy to follow.

Our organization has greatly benefited form the automation of Sage Intacct by saving a lot of time for all departments involved. It is a paperless and seemly way to manage all of our invoice tracking electronically giving a digital time & date stamp for everything. It allows all of us to have a chain of approval for projects and their budgets and the invoicing applied to them.

Sage Intacct Configuration

The Sage Intacct account was set up a year ago before I was employed, however our team has a great manual for new users that I believe the vendor helped create. This ensures new hires have a clear understanding of how to use the program with ease.

Key Insights

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?

I wasn't involved with the implementation phase

Would you buy Sage Intacct again?

Yes

Likelihood to Recommend

I think Sage Intacct is very user friendly when it comes to ensuring your invoices are input and approved by the appropriate party. When I have an invoice for a specific project. I enter it using the purchasing function and add it as a non-po invoice. Once it is submitted our project manager is able to go into Sage Intacct to review and approve or reject it. This process makes sure that nothing is approved and sent to accounting before being properly reviewed.

When adding in a new project estimate you are able to plug in all of the cost codes and values from the project managers budget and once it is approved it can be entered in as the job contract. Nothing can go into the job contract if it is not in the job estimate, making it easy to identify any errors of omission on the Sage Intacct users end. It also helps with a check & balance to the project managers actual budget.

Sage Intacct Makes Life Easier For Project Management

Overall Satisfaction with Sage Intacct