Martin and Associates

Sage Intacct Checklists & List Views

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.

To learn more, please watch our recent webinar covering Sage Intacct Checklist and List Views.

Other Blog Posts

Dashboards for Hospitality Management

Have you noticed that dashboards are the buzzword in the Business Intelligence (BI) tool marketplace?  Makes sense to us.  According to Gartner’s study on Financial Executive International CFO Technology, data visualizations are

Data Warehouses for Non-Profits using Intacct

The business world of today is all about data – for all types of companies and industries, but maybe particularly for not-for-profit organizations.  Since data is informing the decisions you’re