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Great for Multi-Entity Management, But Transaction Handling Needs Improvement
What do you like best about the product?
One of the standout features of Sage is its ability to let you set up multiple entities within the same system, and then generate reports for each one individually. Many other accounting software options don't offer the flexibility to manage multiple entities in a single platform.
What do you dislike about the product?
What I find frustrating about Sage is how it handles transactions, particularly in accounts payable and receivable. The system lacks flexibility in these areas and often feels quite restrictive. For instance, if you need to unallocate a payment, you have to reverse the entire payment and then re-enter it, which is far from ideal.
What problems is the product solving and how is that benefiting you?
Sage Intacct lets me manage multiple entities within a single system, which is extremely convenient. I can generate reports for just one entity or for several at once, all without having to switch platforms. With other systems, I would have to set up separate accounts for each entity and then manually compile the data myself, but Sage Intacct streamlines this entire process for me.
Boosts Efficiency with Timesheet Tracking
What do you like best about the product?
I have been using Sage Intacct for almost five years, and it has greatly improved our company's efficiency. It allows us to track earned revenue and budgetary expenses on different projects, which was a major factor in deciding to use it. I appreciate how straightforward and painless the setup process was, making it easy for employees to understand. The timesheet feature is incredibly useful, as it enables us to individually input the amount of time utilized for projects. This is particularly beneficial for tracking our earned revenue on a quarterly and annual basis. We specifically rely on this feature to monitor all aspects of project hours, making it a crucial tool for our operations.
What do you dislike about the product?
I would like the ability to add more detail to the timesheets, particularly the ability to quickly view additional notes on a homepage summary instead of going into each individual timesheet. This would greatly enhance efficiency and comprehension of the entries. Also, while efficient, the platform itself feels quite plain and lacks advanced features, which could be a limitation depending on user needs.
What problems is the product solving and how is that benefiting you?
I use Sage Intacct for tracking expenditures and time on projects, which helps in calculating earned revenue and managing employee travel expenses efficiently.
Great Pricing for Multi-Entity Firms, But Report Dates Need Auto-Update
What do you like best about the product?
The pricing structure is better on smaller companies that have multiple entities and need consolidated work done.
What do you dislike about the product?
I wish the dates on the reports would automatically update to the current month end date.
What problems is the product solving and how is that benefiting you?
Running consolidated financials that we were not able to through QB online.
Efficient Invoicing, But Trial Balance Navigation Needs Improvement
What do you like best about the product?
The ability to duplicate previous invoices.
What do you dislike about the product?
Hard to find depreciation or other items on trial balance without opening the trial balance everytime.
What problems is the product solving and how is that benefiting you?
The ease of repetitious invoicing helps free on time for other projects.
User-Friendly Cloud Storage, But Approval Changes Frustrating
What do you like best about the product?
The cloud storage service offers a very user-friendly interface, making it easy to navigate and manage my files.
What do you dislike about the product?
Paul Davis recently introduced an approval process for manual GJs in Sage, which has altered our workflow. Now, we are no longer able to post GJs directly to the GL; instead, they are only posted after approved in Sage. I would prefer to have the ability to post GJs to the GL first and then send them for approval. This new process flow is slowing down monthly close activities, including account reconciliations.
What problems is the product solving and how is that benefiting you?
Overall Sage helped our team close books faster than using prior system.
Easy to Use, But Purchase Orders Take Too Many Steps
What do you like best about the product?
Its ease of use. It's not a complicated system at all.
What do you dislike about the product?
How many steps to complete one Purchase Order. Its easy, but time consuming.
What problems is the product solving and how is that benefiting you?
It's solving our problem with Paying our Vendors. With Sage we can easily track our spend.
Exceptionally User-Friendly and Intuitive
What do you like best about the product?
It is very user friendly. The general ledger features are very helpful.
What do you dislike about the product?
There are some instances where there aren't enough filters for the gl reports.
What problems is the product solving and how is that benefiting you?
I can't think of any problems that it is solving.
Useful API, but Documentation Needs Enhancements
What do you like best about the product?
I've been using Sage Intacct primarily for integration tasks and appreciate its interface, once I became familiar with it. The system's provision of an API that allows me to write integrations without needing custom solutions, utilizing classic REST APIs, is extremely beneficial. I find the documentation regarding the REST API quite helpful, even though I would like it to include a full schema for easier model implementation. Sage Intacct's General Ledger module is particularly enjoyable to work with, providing a rewarding experience during my usage. Moreover, creating a Sage app and authenticating within Sage Intacct's ecosystem for API access has been notably useful. The GL Journal entry integration stands out, particularly because I can specify all the fields needed. Recently added example values have further enhanced my ability to work effectively. Finally, I appreciate the continued development and improvements in the REST API and its documentation, which make me inclined to recommend Sage Intacct to others.
What do you dislike about the product?
I found the initial setup of Sage Intacct challenging, particularly due to the confusing user interface. There was a bit of a learning curve until I understood where everything was and how to navigate the system effectively. Additionally, I am frustrated by the lack of a complete JSON schema in the documentation for the REST API. Having such a schema readily available would greatly enhance usability and efficiency in creating integration models.
What problems is the product solving and how is that benefiting you?
I use Sage Intacct's API for seamless integrations, allowing me to write efficient integration solutions without custom setups. Its General Ledger module is intuitive after initial use and aids in specifying fields precisely, enhancing my work's effectiveness.
Highly Customizable Platform Tailored to Our Needs
What do you like best about the product?
The customizability of the platform and how it is tailored towards my organization.
What do you dislike about the product?
Confusion over how to create new reports.
What problems is the product solving and how is that benefiting you?
Sage is helping us better track accounting and grants.
Streamlined Reporting, But Missing Prepayment Journal Feature
What do you like best about the product?
It is useful as a MAT, the top level reporting streamlines processes
What do you dislike about the product?
The prepayment journal feature was really useful on Sage 200, it is a shame that isn't featured
What problems is the product solving and how is that benefiting you?
It makes it easier to complete top level reporting across academies
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