Sage Intacct Checklists & List Views

Sage Intacct checklists allow you to manage processes consistently across your organization, while helping to improve the quality outcome.  Sage Intacct checklists allow you to do the following: assign tasks, clearly see responsibilities and understand the progress of tasks. You can create as many checklists as needed and tasks can be assigned to any user in Sage Intacct.

Sage Intacct list views display a default set of columns of the key data fields of certain data screen.  Come and learn how you can use these list views to search and filter your data.  We will also cover how you can create your own custom list views as well.