Services: Accounting Technology

How to Navigate Complex Expense Reporting and Auditing Problems

A June 2015 report from the Aberdeen Group reported that companies with best-in-class Time & Expense software “require 43% less time to fill out an expense report” and automated expense reports speed up approval time by 265% (from 9.3 days to 3.5 days). This marked improvement demonstrates the value of automation. However, those statistics also…

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Leveraging Dynamic Allocations

This course is designed for members of the finance team and implementors looking to facilitate the splitting or shifting of amounts within Sage Intacct using Dynamic allocations. After completing this course, you should be able to: • Differentiate between transaction allocations and Dynamic allocations • Develop a plan for Dynamic allocations • Configure and prepare…

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NAMI Finds Peace of Mind in Budgeting & Reporting Numbers

The National Alliance on Mental Illness (NAMI) had been using a budgeting software that lacked the flexibility to keep up with the growing organization’s needs. They had to deal with numerous accountability issues from managing 70+ spreadsheets and multiple contributors. The finance team spent 80% of their time collecting, distributing and reviewing spreadsheets with little…

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Building Your Business Case for Planning Software in Just 6 Steps

Building Your Business Case for Planning Software in Just 6 Steps. Now is the time for a planning solution so you can prepare for what’s coming next before it gets here. Modernize and transform your planning process before your next planning season. It only takes a couple of weeks to determine your needs, build a…

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Automating the Allocation of Payroll, Time, and PTO to Sage Intacct

For not-for-profit entities (NFPs), accurate financial reporting means more than keeping the auditors and creditors happy. NFP Program Managers and donors rely on financial information to monitor their organization’s adherence to budgets, laws, and regulations, as well as to ensure the successful stewardship of its resources. For many mid-market not for profits, allocating payroll, time…

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Workforce Go! Sage Intacct Integration Overview Video

Please fill out the form to view this Workforce Go! video that will walk you through how the Workforce Go! industry leading integration with Sage Intacct ERP unifies these solutions as Payroll, Time and Employee data seamlessly moves bidirectionaly between the two platforms in realtime.

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…

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