Sage Intacct - UKI Customers Only

What do you like best about the product?

Income Statement Consolidated report, and AR tracking

What do you dislike about the product?

Vendor invoices can't be uploaded as backup

What problems is the product solving and how is that benefiting you?

track payments, avoid duplication of cheques

What do you like best about the product?

The ability to increase efficiency and grow our business

What do you dislike about the product?

Newness of the software. Accounts payable is confusing

What problems is the product solving and how is that benefiting you?

Creating dashboards help reduce errors and increase visibility

What do you like best about the product?

I use Sage Intacct as the main A/P program in my job and appreciate its automation over the older Sage software version. This automation is significant in reducing the data entry workload, enabling me to upload invoices, which eliminates some of the repetitive tasks associated with my job as an A/P Coordinator. Considering about 80 to 90% of my responsibilities involve posting hundreds of invoices daily, the ability to process them through uploads substantially lightens this massive workload. The transition to Sage Intacct from an earlier Sage version, MAS 200, was smooth as most functions are similar, making it easy to acclimate to, aligned with other A/P software. Overall, its enhancement in automation and straightforward setup are the most valuable aspects to me.

What do you dislike about the product?

I find the invoice upload feature problematic because it often misreads many of my invoices. Many invoices have multiple backups attached, and Sage Intacct tends to read the information from the backups instead of the actual invoice. This issue means I frequently have to manually edit and adjust the information when the posting is in draft form, adding details that cannot automatically be deduced from the invoice itself.

What problems is the product solving and how is that benefiting you?

I use Sage Intacct to automate data entry in my A/P job, significantly reducing my workload by uploading invoices directly, though sometimes it misreads invoices with multiple attachments.

What do you like best about the product?

I like how user friendly it is. I also like that if you have any issues or questions you can click and get help for that page you're on specifically.

What do you dislike about the product?

I dislike the AP automation. I feel like it can be better with how it imports the information from the invoices. It does not use prior history to put in account information, and it will not pull in correct amounts and vendor names for all invoices that we import. I also wish there was an AR automation and easy way to import AR invoices from POs.

What problems is the product solving and how is that benefiting you?

It's helped us become more efficient in billing and AR. I feel like they are heading in the right direction with AP automation as well.

What do you like best about the product?

I love Sage Intacct’s reporting capabilities. It has dramatically reduced the reporting period by minimizing the reliance on Excel spreadsheets. I can now create the same reports within Sage Intacct, which simplifies the reporting process significantly. Additionally, managers can view their customized reports directly on their dashboards without needing me to send them via Excel, allowing for a tailored and efficient experience. The platform’s ability to operate seamlessly in a remote environment is invaluable as it allows transactions, vendor bill approvals, and expense management to be handled from any location, which streamlines our workflow tremendously. My team is thrilled with Sage Intacct as it offers significantly more capabilities compared to our previous accounting system, Blackbaud Financial Edge.

What do you dislike about the product?

I dislike that the main Accounts Payable module in Sage Intacct does not allow for entering expenses across multiple departments. This limitation requires us to perform additional steps, like allocating an invoice to a single department and then doing a journal entry for distribution across departments. I find this process cumbersome and not efficient for handling invoices that involve multiple managers or departments. Moreover, there is a lack of functionality for nonprofit organizations to manage endowments directly within the system. This necessitates continued reliance on external sheets, like Excel, to manage assets and their financial details, which feels outdated and inefficient.

What problems is the product solving and how is that benefiting you?

I use Sage Intacct for accounts management and it streamlines approvals and transactions remotely. Its reporting capabilities simplify the reporting process, reducing reliance on Excel, and enable customized dashboards for managers.