Sage Intacct - CAN Customers Only
Sage CanadaReviews from AWS customer
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great and easy to use just takes a long time to load and kicks me out if logged in on other tabs
What do you like best about the product?
Easy to navigate and understand like the way it is set up
What do you dislike about the product?
Does not let you sign in on different tabs sometimes which I need to do. Also takes a longer time to load and takes so long that sometimes it kicks you out
What problems is the product solving and how is that benefiting you?
Finding the correct data needed
Recommendations to others considering the product:
easy and helpful
Pleasant Experience with Intacct
What do you like best about the product?
ease of use of platform and user interface. it allows us to customize reports as needed. we are able to integrate with our systems. the auto-reconciliation and being able to upload bank statements has made our month-end process so much easier and more efficient. also invoicing consolidation has helped us a great deal. we are able to see our invoicing at a glance, by account, by amount, whatever we need. this really helps us to narrow down where we need to be for certain month-end deadlines and of course providing up-to-date aging for our accounts.
What do you dislike about the product?
sometimes syncing issues prevent us from having our aging and payments current. even though we are able to automate our processes, there sometimes are issues in the syncing, which means we have to take time to work backwards and find out what those issues are. also, sometimes we need to find certain reports, or reverse certain payments, but the AR process does not allow for this in intacct. once a payment advance has been applied, we are most times unable to reverse it and have to issue a credit instead.
What problems is the product solving and how is that benefiting you?
Ease of payment application and integration with our systems to ensure accuracy. again, integration and automation. this allows us to save time and use that time on other things like efficiency in reconciling and staying up to date with our accounts. AR automation is our number one goal.
Recommendations to others considering the product:
It can handle the volume we need it to, and integrates with our system the way we need it.
Robust Accounting System
What do you like best about the product?
Sage Intacct is easy to use, extremely customizable, and can handle a large amount of data. Integrations with other systems like Expensify, Nexonia, and Sugar CRM is easy to implement and manage. Internal module add-ons like Prepaid Module and Fixed Assets Module makes accounting easier to track and manage.
Custom fields, rules, and reports are by far the best thing about Sage Intacct. Other accounting software limits options but Intacct will allow almost any customization you can think of. Being able to add multiple custom fields to transactions help us track and report more easily. For example, if we have a chargeback, we can copy the original transaction including all of its details to the chargeback transaction. We can then run reports to see the Customer's full picture of invoices, payment, chargebacks, etc.
Custom fields, rules, and reports are by far the best thing about Sage Intacct. Other accounting software limits options but Intacct will allow almost any customization you can think of. Being able to add multiple custom fields to transactions help us track and report more easily. For example, if we have a chargeback, we can copy the original transaction including all of its details to the chargeback transaction. We can then run reports to see the Customer's full picture of invoices, payment, chargebacks, etc.
What do you dislike about the product?
We currently sync expense reports to AP Bills as opposed to Credit Cards in Cash Management. The reason for this is due to the Credit Cards requiring a General Ledger account for each to post to. When employees switched cards, we would have to set up a new GL account for each new card which was far too cumbersome. Since switching to the AP Bills module, this has alleviated the issue.
Another short-coming of Intacct is not being able to report cross-module. For example, the subledgers post in batches to the ledgers, so to see details you must report from the subledgers directly, however if an entry like expense reports posts directly to AP ledger, it wouldn't be in the subledger report. Not being able to combing Purchasing and AP in reports poses an issue when trying to see detail and the full picture. We tried an external reporting program to help mitigate this but the project was far too data sensitive and still didn't get us what we needed. We're able to use the custom reports in Intacct and we find work-arounds.
Another short-coming of Intacct is not being able to report cross-module. For example, the subledgers post in batches to the ledgers, so to see details you must report from the subledgers directly, however if an entry like expense reports posts directly to AP ledger, it wouldn't be in the subledger report. Not being able to combing Purchasing and AP in reports poses an issue when trying to see detail and the full picture. We tried an external reporting program to help mitigate this but the project was far too data sensitive and still didn't get us what we needed. We're able to use the custom reports in Intacct and we find work-arounds.
What problems is the product solving and how is that benefiting you?
Prior to Sage Intacct, our company struggled with reporting of items per type and location. Intacct's customization allows us to group items by type and location which shows up cleanly on reports.
Expense reports were handled with manual entries which was time consuming, but after implementing Expensify, the two systems sync transactions seamlessly, reducing our monthly effort by at least 50%.
The global search function is also very handy when trying to track down certain transactions that may be in several modules. Instead of searching each individually, you're able to do a global search for an amount which will bring up all posted entries in all modules.
Dashboards have helped save time and manual running of reports for our decision makers in the company. They're able to see real-time sales and monitor marking efforts.
Memorized and scheduled reporting also saves a huge amount of time each month. We no longer have to run reports, the system automatically emails reports to users who need it. We try to automate as much as possible using Intacct and the reporting is by far the most valuable automation for us.
Expense reports were handled with manual entries which was time consuming, but after implementing Expensify, the two systems sync transactions seamlessly, reducing our monthly effort by at least 50%.
The global search function is also very handy when trying to track down certain transactions that may be in several modules. Instead of searching each individually, you're able to do a global search for an amount which will bring up all posted entries in all modules.
Dashboards have helped save time and manual running of reports for our decision makers in the company. They're able to see real-time sales and monitor marking efforts.
Memorized and scheduled reporting also saves a huge amount of time each month. We no longer have to run reports, the system automatically emails reports to users who need it. We try to automate as much as possible using Intacct and the reporting is by far the most valuable automation for us.
Recommendations to others considering the product:
This system is by far the best accounting software I've used. The customer support is always extremely helpful and responds quickly to tickets. Quickbooks may be fine for very small companies, but if a company does any volume Intacct might be a better solution.
Sage Intacct works well for multi levels and multi dimensions
What do you like best about the product?
Like the different ways to be able to read data.
What do you dislike about the product?
The financial statement set up is not always intuitive.
What problems is the product solving and how is that benefiting you?
Able to see each fund balance in an instant. Able to analyze details that are not the easiest to see.
Recommendations to others considering the product:
This is heading in a good direction to help with grant reporting and the non profit world
Easy to navigate
What do you like best about the product?
Easy to create and download reports specific to our customers needs
What do you dislike about the product?
the duplicate request error message when
What problems is the product solving and how is that benefiting you?
Generating reports and sending them out, having options for which format to download in is very handy
Recommendations to others considering the product:
This website works well for our accounting needs
Excellent ERP hub to build out any mid-size company
What do you like best about the product?
Intacct has a fairly intuitive user interface and a robust ecosystem with 3rd parties which offer excellent integrations.
What do you dislike about the product?
Reporting is a bit clunky in the sense that it requires a bit of practice and training to get it there. Lots of room to improve the user-friendliness of this module. Most of the controls are very solid, but a glaring omission is the lack of approval workflow around adding vendors.
What problems is the product solving and how is that benefiting you?
Implementing Intacct brought us into the 21st century in terms of the ability to do fund accounting (as a NFP) and use multiple dimensions, which has allowed us to shrink our chart of accounts by nearly 90%. Their vast integrations have also allowed us to choose from many of the best 3rd party AP and Expense automation solutions.
Great system that still needs many improvements
What do you like best about the product?
Having separate entities. We have many different communities with our company and being able to have a different entity for each one has been helpful to review each one.
What do you dislike about the product?
Fixed Asset module feels that is it lacking functionality and is missing ease of life aspects
What problems is the product solving and how is that benefiting you?
We have Expensify integration with Intacct. The ability to have the two 'talk' with each other has been beneficial to help track costs for each specific entity
Intacct Review
What do you like best about the product?
I like the features that supports all the work in financial world. I also like for the most time it give me a right Debit/Credit amount when I create General Ledger.
What do you dislike about the product?
I don't like it when every time I save it as a draft/didn't do things right, everything in "show default" will be cleared and let me fill out again.
What problems is the product solving and how is that benefiting you?
Create G/L, manage AP, etc. The features support all the things I need in Accounting team
Intacct is the best accounting software I have used.
What do you like best about the product?
The software is very user friendly and it's easy to train new users. it's easy to run month end reports and modify reports. Very easy to add new departments or general ledger accounts. I like how I can navigate throughout the system. It's pretty easy to create any kind of financial report that you need, whether it's a standard income statement and balance sheet or something that shows year over year trends with variances. The audit trails in the system are good so you can see who has updated what. Many department heads find the dashboards helpful.
What do you dislike about the product?
there should be a way to save reversing journal entries as drafts. Otherwise it's hard to make sure entries have been reviewed. I wish there was a way to save a personal report without everyone having access to it. When you have things set up on the console level, it adds some difficulties on the administration side. I have to reach out to support for help adding/deleting users sometimes. I don't like that I can't ask questions to Intacct directly, I have to talk with our Intacct partner and then they talk to Intacct. That can be frustrating depending on what you are trying to do.
What problems is the product solving and how is that benefiting you?
Quicker month end close, center directors have access to their results more quickly. We can easily prepare financial statements from the software. We have many users for the system, not just those working in accounting. They are able to see their numbers more quickly and drill into things on their own, saving time for accounting staff.
Recommendations to others considering the product:
Talk to others who are using it to see what other software they are using that integrates with Intaccct
Sage Intacct is good software. But some function can improve better. Make is more simple
What do you like best about the product?
combine all the clients in one log in. A lot of functions
What do you dislike about the product?
need to group account if there are relate
What problems is the product solving and how is that benefiting you?
sync Bill.com with Intacct/ the benefits is discover new stuffs
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