Financial Accounting Software Configuration

Custom financial accounting software configuration to improve finance team agility

Sage Intacct puts user-friendly configuration options in the hands of the finance team, so you can easily tailor your solution to work exactly the way you need it to. You don’t have to resort to manual workarounds, and you don’t need to spend time or resources on expensive, hard-coded customizations by an IT professional. From customized data reporting to a user-friendly interface, we can improve your workflow automation and configure your user experience. Let Sage Intacct empower you to get your job done with efficiency—and self-sufficiency—even as your business grows and evolves.

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User-friendly report configuration

When your finance team has new reporting requirements, you can manage them right within Sage Intacct's user interface—with zero help from IT or external reporting tools. For example, you can re-organize how information is presented on a report. You can add columns and rows that show new fields and metrics. And you can use dimensions to see performance from any angle you need. Simply use drop-down lists to filter and group your business and financial data the way you want. Getting fast, accurate answers has never been this easy.

Tailored user experience

The Sage Intacct administrator on your finance team can quickly and easily configure your user experience, so you can maximize staff productivity. Edit the layouts of your transaction entry screens, choosing to show only the fields that are relevant for your business. Or create “smart rules” that automatically check whether users are entering valid data values and then prompt them if they are entering something incorrectly.

Flexible document workflow automation

Adapt to even the most complex business changes with a solution that adapts to you. For example, you might normally create a single invoice from a single sales order, and now you want the option to partially fulfill orders and therefore create multiple invoices. Most other financial systems would require custom-scripting to make that change. With Sage Intacct, you can simply use the system’s visual interface to specify what documents get created and in what sequence, as well as when and how your transactions should post to your general ledger.

Key benefits

  • Adapt to business changes without losing efficiency or waiting for IT to modify your system
  • Keep pace with changing reporting requirements
  • Tailor your own transaction screens without requiring IT support
  • Increase efficiency by automating your unique document workflows—without custom scripting
Changes in reporting, changes in structure, changes in GL can easily be made on the fly.
James Metzger
CFO and SVP Business Operations
TM Forum
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