Wipfli logo

Elevate your Sage Intacct: Q4 2023

Wipfli Insights Team
Nov 11, 2023

Sage Intacct’s fourth release of 2023 brought a new round of exciting features with it.

In our Elevate your Sage Intacct webinar, the Wipfli team explored the new features added to Sage Intacct with the Q4 2023 release, including:

AP enhancements

  • The ability to update a bill that you submitted for approval in AP
  • Vendor aging filters to target specific vendors or groups of vendors
  • Individual person checkbox
  • TaxBandits integration announcement for electronic 1099 processing

Project updates

  • A new project estimates feature that allows you to compare project estimates to actuals more easily
  • Announcing new subscription options for Sage Intacct Project Intelligence and Ministry Intelligence

AR and cash management enhancements

  • Comprehensive changes to Bank Feeds that allow you to better automate receiving customer payments, including splitting one payment among multiple customers
  •  Customer aging filters that allow you to target specific customers or groups of customers
  • Printed deposit enhancements
  • Easier ways to identify matched reconciliation transactions with match sequences, bringing more clarity to bank reconciliations

General ledger updates

  • The ability to change the length of your GL accounts or update an existing account number
  • The ability to control how far into the future you allow posting with a new configuration option

Technical enhancements

  • API usage reports and dashboards
  • Enhanced email delivery system to ensure that your communication is secure and effective
  • Detailed insights into the status of your emails
  • AP automation usage tracking

Miscellaneous

  • Advanced ownership consolidations for complex partial ownership structures
  • Inventory fulfillment pick and pack lists
  • Announcing Sage Construction Management to streamline your finance and operations data
  • The ability to now manage all your project operations from one platform
  • Construction enhancements, including invoices in more formats and vendor and commitment-based lien waivers
  • An updated look

Download the webinar recording to learn more about how these updates can benefit your organization.

Speakers:

Julie Schilz

Sam Lipton

TOP PICKS

12/11/2024
Unlocking data for growth: The shift from ad-hoc insights to revenue-generating analytics
How to determine your tech ROI: A guide to building your business case for new technology
Distribution companies need to stop pretending theyā€™re ready for AI in 2025