15 May Sage Intacct 2024 Release 2
The release highlights include the following:
Purchasing
- Pay for services with blanket purchase orders – Using the purchase order workflow, you can now convert purchases of billable services by price to draw down an approved blanket purchase order amount.
Cash Management
- Run a reconciliation match sequence report – you can run a pre-built report to see which Sage Intacct transactions matched to which bank transactions. Requires Installation from the report library.
- Easy access to supplier payment files – You can now generate and access bank payment files in Accounts Payable.
- Reconcile Bank Account Screen update – The Match transactions button has been renamed to Clear transactions to reflect modern terminology.
Revenue Management
- New filters for Manage Revenue Schedules – New dimension or dimension group filters for Customer, Contract, Location, Department, Class, Item, or Project.
Order Entry
- Convert transactions by price – You can now create blanket sales orders for times when a customer has an approved spending amount that will be drawn down over a period of time.
Taxes
- Taxable Payments Annual Report – Learn about the updates we made to the Taxable Annual Payments Report for Australia.
Platform
- New Lists Enhancements – Customize your lists while you work. Move or resize columns, Sort columns, and Save for future use. Advanced filters, Combine multiple filter criteria using AND and OR operators.
Read More at Intacct.com
Orchid EFT Processing
- Ability to create AR Payments automatically for selected AR Invoices
- Improved filtering in EFT Files and EFT Payment Request screens, including the running total on the EFT Payment Request
Read more at orchid.systems