LBMC Technology Solutions

Author name: Kenzie Cook

ERP & Accounting Software, Sage Intacct

Sage Intacct Hacks Every User Should Know

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Sage Intacct is a powerful system packed with features designed to make work easier, faster, and more accurate. But many users—regardless of their role—stay focused on the basics and never discover the tools that could dramatically improve their workflow.
Whether you’re entering bills, running reports, managing budgets, approving transactions, or overseeing projects, these high‑impact Sage Intacct hacks can help you work smarter every day.

Automate Accuracy with Smart Rules and Smart Events – Smart Rules and Smart Events are some of Intacct’s most powerful tools for preventing mistakes and keeping workflows moving smoothly.
Why they help everyone
• They enforce required fields so nothing important is missed.
• They stop incorrect entries at the moment of data entry.
• They send automatic alerts and notifications as transactions move through the system.
Examples any team can benefit from
• Prevent bills from submitting without memos
• Require a department, project, or class on certain transactions
• Notify a manager when a payment is made

ERP & Accounting Software, Sage Intacct, Technology Solutions

Dimensional Accounting: A New Way for Finance to Work

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As organizations grow, so does the complexity of their financial reporting. New entities, departments, locations, programs, grants, or classes all demand visibility, but many finance teams try to manage that complexity by continuously adding accounts to their general ledger. The result is an overgrown chart of accounts, rigid reports, and far too much time spent manipulating spreadsheets.
This is exactly the problem dimensional accounting was designed to solve, and it’s one of the core reasons companies choose Sage Intacct.
In traditional accounting systems, reporting relies heavily on the chart of accounts. Want to track expenses by department? Add accounts. Need reporting by location or project? Add more accounts. Over time, this creates a bloated GL structure that is difficult to maintain and even harder to analyze.

ERP & Accounting Software, Sage Intacct

Critical Things to Check Before Importing Data into Sage Intacct

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Data imports can be one of the most powerful features in Sage Intacct, allowing you to load large amounts of information quickly and efficiently. Whether you’re importing customers, vendors, GL accounts, journal entries, or transactional data, imports can save significant time — but only when the data is clean and formatted correctly.

A consistent pre import checklist helps you catch issues early and avoid the most common errors. Below are the top things to check before you hit “Upload,” along with the mistakes they typically prevent.

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