Sage Intacct

Sage Intacct's multidimensional ledger lets finance examine results by entity, customer, location or project. That structure supports reporting without building a separate account for every analytical combination. Multi-entity tools handle consolidations and intercompany eliminations.

Split a shared cost without rebuilding the entry

After an administrator enables transaction allocations and creates the definitions, a bill can distribute a cost across departments or locations. In the transaction's Entries section, choose Show defaults, select the definition in Allocation, then Apply defaults. Each line inherits the distribution.

For an exception on one line, open Show Details > Customize Allocation, edit its split and confirm. Intacct stores that line's custom allocation for the audit history. For example, a shared utility bill can normally follow the standard office split, while one unusual line excludes a department.

Cross-entity allocations require the same base currency and access to the relevant customer or vendor. The Taxes application does not support these allocations, and lines with deferred revenue cannot use them.

Match access and modules to the job

Permissions distinguish listing a record, viewing it, editing it and running an activity. Run permission on a report includes viewing, printing and exporting it. Importing data separately requires the Company > Setup > Import data permission.

A simple Projects dimension can support reporting without the full Projects application. Tasks, project summaries and project invoicing require the additional application subscription.

Request a scoped quote for the annual subscription and implementation. Sage describes implementation as typically taking three to six months, depending on requirements. A sandbox is an additional environment, so include it in the discussion if the team needs a separate place for configuration work.