Consulting Services, Technology Services Sage Intacct Tips & Tricks: Collaborate


With more remote work, methods of team communication have evolved. Did you know that Sage Intacct provides a unique tool that allows team members to communicate more quickly, efficiently, and effectively? Collaborate is a secure social layer embedded right within your financial management system. Forget endless email threads, now your team can communicate inside Sage Intacct on specific journal entries, accounts, projects, invoices, purchase requisitions, and more! Collaborate helps provide an internal audit trail, including notes and documents for reference or support. When everyone is on the same page, processes and decision making can be expedited.  

In this short video, Karen Penhallegon will provide additional insight on using Sage Intacct Collaborate to help your team not only improve communications, but also accelerate and better control accounting processes. This video is the second in a three part series that is aimed at helping you get the most out of Sage Intacct during this time where many teams are working remotely. 

If you have questions about Sage Intacct or its functions, contact our team and we will be happy to help.

Read Part 1: Sage Intacct Tips & Tricks – Staying on Top of Your Cash Flow

Read Part 3: Sage Intacct Tips & Tricks – Customize Your Workspace

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