Tips & Tricks of the Month from Sage Intacct: Using Notations
An easy way to ensure that an account’s activity is clear to all team members is to create notations in the Financial Report Writer. With Notations, creators can quickly add a column anywhere in a report to provide notes and explanations. You can add notations for multiple accounts in the report or just a single…
Tips & Tricks of the Month from Sage Intacct: Using Checklists
Need to keep track of your team’s tasks and progress? Check out Sage Intacct’s Checklist feature, which is available to all subscribers of Sage Intacct. Intacct’s Checklists, mentioned in the 2021 release highlights, offers a more efficient way to assign tasks, enabling you to track high-level activities and clearly see the status of all tasks…
Sage Intacct Financial Planning & Analysis
By Luis Rivera Financial Planning & Analysis (FP&A) plays a vital part in an organization’s ability to create accurate budgets and forecast trends. Companies remain consistently valuable and profitable with meticulous attention to financial planning and cash flow management. Many companies recognize the need FP&A, but have not been able to fully integrate this function…
5 Checklist Items for a More Effective Month End Process
By: Luis Rivera The end of the fiscal year is the most important closing period for most companies. To make this process smooth and efficient, organizations should have a well-planned month-end closing process in place. If done correctly, these closings can help your organization stay in good financial standing, as they allow you to track…
Accounting Technology Tips and Tricks: Sage Intacct’s Collaborate
By: Luis Rivera Sage Intacct’s Collaborate is a tool already included within a Sage Intacct subscription. It allows you to share information and capture internal conversations within a record or transaction, so you can stay up to date in real-time. No more waiting on e-mail responses or sifting through your email history just to find…
Moving Accounts Payable and Vendor Management Functions from Paper Trails to Information Superhighway
Another year has come to a close, and a new one starts. Trends and countless surveys are showing that forcing a return to 100% in-office work will not bode well for organizations. “The great resignation” is happening in part because talented team members know that they can find employee-first organizations who understand there’s no reason…
Accounting Technology Tips & Tricks of The Month
This month’s “Tips & Tricks” are keyboard shortcuts for Sage Intacct. The following shortcuts are available within a standard browser or are exclusive to Sage Intacct. Actions Record and Transaction Data Entry Enter Date Calculations Shortcuts Contact GRF’s Accounting Technology Services (ATS) team offers clients only the best software products on the market today…
Top 3 Takeaways from the 2021 Sage Transform Conference
By Luis Rivera Members of GRF CPAs & Advisors’ ATS & OAAS Teams Photographed Above Cloud-based market leader Sage Intacct recently held its annual Transform event, from November 8th– 12th in Las Vegas, Nevada. Due to Covid-19, Sage Intacct offered both in-person & virtual options with a turnout of over 1,000 attendees in-person. Formerly Sage…
Ebook: How to Make Period-End Accounting Stress-Free with Accounts Receivable Automation
Closing month-end books and managing the myriad year-end tasks can be a stressful time for any finance team. Between reconciling accounts, counting inventory, and ensuring that your business stays compliant with tax and regulatory laws, every member of the finance team has their hands full at the end of the fiscal year. Thankfully, you can…
Forward-Looking FP&A by the New Year
Of all the finance and accounting functions in an organization, one of the most rapidly growing is Financial Planning & Analysis (FP&A). As defined by Gartner, “Financial planning and analysis (FP&A) is a set of four activities that support an organization’s financial health: planning and budgeting, integrated financial planning, management and performance reporting, and forecasting…