Top 5 New Sage Intacct Features – 2021 Release 2

Checklists – Add dependencies to Assignments

When working through a checklist, assignments often depend on each other, such as one can’t be started until another has been completed.  You can now create these constraints between assignments. Constraints can be based on either the Start on or after date, or the Finish by date of other assignments.  If you missed them, Checklists were released in 2021.1.

Accounts Receivable – Drill down to customer details directly from Aging Report

To help you work more efficiently, now you can click the customer link to drill down to the customer record directly from the Customer Aging Report. View customer information without having to leave the current page.

Cash Management –Bank feeds automatic refresh

Bank feeds will now automatically refresh every 4 hours—no setting up needed! You can say goodbye to manually refreshing a bank feed every day.

Posting Details – GL posting insight from within transactions

Save time and validate the GL posting for a transaction from within the transaction. Instead of running a GL report, use the new Posting details tab to see how a transaction posted to the General Ledger and any associated journals.  Available in Order Entry, Purchasing and Cash Management.

Learning Center – Fundamentals for everyone

Sage Intacct Fundamentals training is now available in an on-demand format.  The best part is that it’s free for all users whether you’re a new Sage Intacct customer, a new employee at a company that uses Sage Intacct, or you just need a refresher!  See the new link to the Learning Center under Help & Support.

For more details on these and all the great features of 2021 Release 2 see the Release Notes here.