5 Ways to Customise Sage Intacct

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Sage Intacct has a reputation for being the ‘best in class’ financial software that delivers deep accounting capabilities for SMEs across multiple industries.

The key thing to take note of here is its ‘capabilities across multiple industries’. While we have only listed 5 ways to customise Sage Intacct, there are many more!

It’s this flexibility that gives companies the freedom to grow, develop and adapt to new changes as the business grows and navigates the market.

At Smith Cooper, we know that no two business are the same and neither should their software be. So, we have outlined 5 ways to customise Sage Intacct to fit your business needs.


1. API

Sage Intacct’s inbuilt API allows you to move data in and out of the system without the need for exporting, reformatting and importing it. The API transforms this process into one that is automated and seamless. To ensure that you always use trusted and approved add-ons and integrations Sage Intacct has a dedicated marketplace.

2. Custom Dashboards and Reports

Create reports with the extensive drill-down capabilities of Sage Intacct’s inbuilt ‘custom report writing tool‘. This tool makes creating comparison reports simple and allows you to embed your own calculations directly into them via the ‘calculation column‘.

All reports can be filtered by a range of dimensions such as:

  • Location
  • Class
  • Department
  • Customer
  • Suppliers

Alongside the report writer, Sage Intacct has an inbuilt ‘graph creating tool‘. This makes it easier to view trends, visualise your data and speed up decision as you no longer need to spend hours trawling through Excel.

Your reports and graphs can be added to a dashboard so that you can view everything, easily, in one place.

3. Transaction Definitions and Workflows

With Sage Intacct, you have the ability to set up custom workflows for your documents. This ensures that you have complete control over what documents can be converted and what they can be converted to. Each document in the workflow then has a definition that allows you to define what the actions and postings of each document should be.

4. Modular System

There’s nothing more frustrating than investing in software and only having a need for a fraction of its features and functions. But, the beauty of Sage Intacct is that it is a modular system, so you only pay for what you use! you can effectively build an ERP solution to exactly fit your business. Also, Sage Intacct allows you to subscribe to more modules after implementation (depending on your requirements).

5. Custom Fields and Templates

Custom fields are no longer a thing of your wildest dreams. Sage Intacct allows you to include all the data you require without limitation. The custom fields allow you to add the following features (to name a few):

  • Free-text fields
  • Dropdowns
  • Checkboxes
  • Email
  • Percent
  • Picklists

So, now all of the data that you require to be tracked, recorded and documented can be done in one place. As well as this, Sage Intacct can ammed printed document templates to become personal to the businesses’ needs. In order to make these amendments easy to conduct Sage Intacct also provides a Microsoft Word add-in.


If you would like to discuss Sage Intacct in more detail then do not hesitate to contact us via the contact form or call us on 01332 587 515.

Interested to know more about our Sage solutions?

Call 01332 587515 or enquire online today