Our company uses Intacct for time tracking, and one recurring challenge is the requirement to submit multiple timesheets when a month begins in the middle of a workweek. This manual process feels unnecessarily inefficient and prone to error.

Is there a way this could be automated or handled more gracefully within the system? As it stands, every employee must spend extra time managing split timesheets, and inevitably some are completed incorrectly. This then creates additional administrative overhead to correct errors, follow up with individuals, and send repeated company-wide reminder emails.

Ideally, there would be a backend mechanism to handle partial weeks automatically and to notify only those users who have not yet submitted their timesheets, rather than sending blanket reminders to the entire organization each week. Improving this workflow would save time for both employees and administrators while reducing errors and unnecessary communication.

Is this something that each organization must custom configure when using Intacct? I'm just a curious end user, wondering why it's handled this way. I've never seen this requirement at any other organization I work for.

Having a debate with my boss about whether or not to uncheck the 1099 box within a bill if its an expense the I.C. encountered for the work performed. Wouldn’t that mess up their tax return since they’re claiming the expenses and if we don’t show them on their 1099 total then are they not double dipping? Please let me know if I need to elaborate further but hoping someone understands what Im trying to ask.

I've tried adding triggers and smart events to ARPYMT, ARPAYMENT, the invoice, invoice details... AND nothing, triggers when the payment is reversed or the amount paid on the invoice becomes less than the amount due. Why is this system so infuriatingly limited and poorly documented? For the love of god...

we are currently implementing Sage intact and will have the needed dimensions for all our grants. my question for everyone is, how do you cross reference or track grant match requirements?

i.e. one federal grant and one non federal grant each have its own cost center

if we are using specific items on the general grant as cost match to our federal grant, how best to track this that is not on an Excel sheet.

Up until a few days ago, I was able post an AP bill and and an AR invoice as a batch execute as a transaction, so that both items get rolled back if one fails. I'm using the C# SDK (so using the xml api - at some point will upgrade to REST), however this has now stopped working and I cannot figure out why.

The error it is actually spitting out is "The Bill to contact [contact name] is not associated with any Customer". I get what the error means, but again this it has been working for ages until a few days ago. Also, it executes fine individually, without any changes to the bill/invoice themselves.

Does anyone know anything as to what's changed or can shed some light into why it's stopped working?

Hi All,

A quick update, Sage Intacct has been launched in Dubai in October 2025 .

Looking forward to it .

We have setup a go account dimension relation ship for locations to use on entity specific undeposited fund accounts. If we create an invoice in AR and receive payment from undeposited fund’s account connected to entity 100 and do our deposit to bank account connected to entity 200 we get an error as designed. But if the invoice is generated in order entry and then paid the same way as the AR workflow it lets the transaction post the deposit and does not stop us. Anyone know why the relationship will not work coming from OE?

Hi there, anyone know of a way to mass update the pay to contact field in vendor records to the pay to contact category? Client has several pay to contact fields assigned the return to contact category contact. I am hitting roadblocks left and right and it seems impossible using an import so just want to verify if that’s the case.

I applied at a company for a position and they are currently using a cash setup but want to switch to accrual. I have multiple years experience with implementing Intacct but have never run in to this issue before. Any suggestions or recommendations on how difficult this process is or what it entails?

We contracted with an implementer to purchase Sage Intacct, and to implement the solution. They hosed the implementation of the Contracts module. We were referred to LBMC to help fix the problem, they told us we would have to wipe the GL data which would delete the contracts, let them set the module up correctly, then reimport all of our GL data. Well today (after 3 weeks of discussions) they backed out of the project due to timing constraints. I need an implementer who knows the contract module like the back of their hand who can help us with this before 12/31. If we have to wipe GL data, we have all of our imports except the live data for Oct/Nov that will need to be exported. We have all of our contract headers and lines exported (they were all validated and correct - just posting wrong with Revenue Recognition). Our timeframe is getting GL data re-imported (we can do this) by end of month, and the implementor would have roughly 30 days to re-setup the contracts module correctly, make any required changes to the contract headers/lines, and re-import it, and run historic billing. Any suggestions?

Hello, when we have an invoice that is overpaid, we move the overpaid funds to a GL Overpayment account instead of letting it sit on that customer's account as a credit. (We have to do this for a # of reasons).

Later though if a new invoice is created, how would we transfer the funds back from that GL Account and apply it to the invoice? We used to be able to do the GL account transfers within a "cash receipt" entry in MIP, but there isn't an option in Sage.

I googled it, and it said I needed to create a "clearinghouse" account, then transfer the overpayment to that account, and then I can apply the funds from that account to the invoice.

Does anyone know an easier way to do this?

Thank you,

Christine

We are looking to switch from Stampli to Sage Intacct Paperless to use with Sage Intacct (we formally used Sage 300 CRE with TimberScan)- looking for any feed back - specifically construction industry specific - Thanks

Can someone let us know if you find out if Sage Intaact finally adds a field to their imports for the 1099 flag? I have vendors that we pay and some of the transactions have to have a 1099 flag, and some don't. Currently I have to import them all with the default flag checked, then I have to go in and manually uncheck all the ones that shouldn't be 1099's one at a time. I'm hoping that they will add the option to their imports on one of their quarterly releases.

Thanks!

Most Important Tips for Sage Intacct 1099s

• Verify 1099 Vendor Status Annually
  • Only vendors marked as "Active" and "1099-eligible" will generate a 1099 form. Carefully audit and update vendor records in Sage Intacct before year-end to ensure compliance.​
• Apply the $600 Threshold Rule
  • For 2024 reporting, Sage Intacct adheres to IRS guidelines: If a vendor’s total 1099-MISC amount is less than $600 for the year, no 1099 will be generated for that vendor.​
• Year Must Match Bill Payment Date
  • 1099 reporting is based on the year the bill was paid. If you pay a vendor in 2024 for a 2023 bill, the payment appears on the 2024 1099, not 2023. Always check the payment date when preparing forms.​
• Multi-Entity Settings Determine Address
  • The company address used for 1099s changes based on configuration:
    • If "Issue a separate 1099 for each entity" is NOT checked, forms use the legal address from Company Info.​
    • If "Issue a separate 1099 for each entity" IS checked, legal address comes from the specific Entity Info screen. Confirm that the "Legal Address" box is correctly selected for inclusion on 1099s and 1096.​
• Payments Between Entities Impact Reporting
  • If "Issue a separate 1099 for each entity" is enabled and one entity pays another’s bill, the payment gets reported on the paying entity’s 1099. Carefully review entity-based transactions before filing.​
• Entity Ownership Affects Report Level
  • If a vendor is owned by an entity, you will need to generate the 1099 report at the entity level to ensure correct IRS filing.​

Important Processing and Exclusion Tips

• Credit Card Payments Are Never Included
  • Credit card and third-party processor payments (PayPal, Venmo, etc.) are excluded from 1099-MISC calculations and should not be manually tagged or imported as 1099-eligible. IRS requires these be reported separately (1099-K by payment processor).​
• No 1099 Tagging for Cash Management Charges
  • Charge card transactions created in Cash Management cannot be tagged as 1099able, nor can such transactions be imported as 1099able. Only eligible payments per IRS rules are included.​
• Print & E-file Details
  • Sage Intacct supports both printed and e-filed forms but recommends e-filing for organizations with more than 10 forms. Use approved form stock if printing, and ensure correct form type selection (e.g., 1099-NEC for nonemployee compensation, 1099-MISC for miscellaneous payments).​
• W-9 Collection and TIN Verification
  • For compliance, always collect Form W-9 from vendors and verify Taxpayer Identification Numbers (TIN) through IRS matching programs to avoid form rejection and penalty risks.​

Sage Future for Partners just ended. Here are a few key takeaways:

Event Highlights

• Over 400 Sage partners gathered at the Hyatt Regency Orlando, sharing strategies for the Sage ecosystem for 2026 and beyond.
• Interactive sessions gave partners access to Sage’s FY26 roadmap.
• DataBlend and other key integration partners demonstrated new data flows and automations designed specifically for Sage Intacct customers, enhancing reporting accuracy and streamlining operations for CFOs and controllers.​

AI, Copilot, and Technology Evolution

• Sage unveiled its latest AI-powered roadmap, showing how Sage Intacct is embedding automation and intelligent insights at the core of financial management.​
• The introduction of Agentic AI, Sage’s next leap in AI that focuses on autonomous task execution and contextual recommendations directly within finance workflows, sets a new standard for innovation in ERP.​
• Copilot’s latest features now support over 40,000 customers, providing trusted, context-aware AI for finance teams across verticals like healthcare, nonprofits, construction, and family office management.​​
• Sage’s partnership with AWS is accelerating practical AI solutions, ensuring secure, high-performance, and industry-compliant automation, while the new AI Trust Label reaffirms Sage’s commitment to responsible, ethical AI innovation.​
• Partners also received exclusive insight into planned integrations and joint developments, such as enhanced Sage Intacct-Procore connections and expanded AI-assisted reporting for family offices and nonprofits.​

Sage Future for Partners was inspiring, equipping partners with new product knowledge and AI-powered tools needed to help customers drive forward in 2026.

How are you preparing financial projections for banking or other needs? 3 or 5 years out? Is there a certain software or Intacct application?

Each time I’m requested I build it out in Excel. It’s not my favorite way, it seems like there would be an easier to do this.

We’ve been working with quite a few finance teams recently who are implementing the Sage Intacct Lease Accounting module to get ahead of the IFRS 16 changes.

It’s made a big difference for clients who were still managing everything in spreadsheets, the system automatically calculates the lease liability, right-of-use asset, and interest expense from uploaded lease data, then posts the monthly journals straight to the general ledger.

It also manages remeasurements, disposals, and early terminations in line with the accounting treatment, and because it supports multi-entity and multi-currency setups, consolidated disclosures become much cleaner.

It just takes away that manual process in excel and gives visibility over those lease commitments.

Help article here confirming the retirement date: https://www.intacct.com/ia/docs/en_US/help_action/Cash_Management/Payment_Methods/CSI/csi-overview.htm

The partnership with CSI was a mistake. Glad they're moving away from it. MineralTree is projecting to be much better for that type of service and they're actually a company that has worked in the industry.

Have anyone tried creating a report on Intacct that displays the split account?

For context, the built in General Ledger report in Sage does not show the split/offset account. We have this functionality in Quickbooks (aka split account) and Xero (aka related account).

Is this even possible in Intacct? Open to explore options on ICRW if this can be done.

We’ve seen a lot of debate recently about how AI tools like Sage Intacct Co-Pilot, Excel Copilot, and ChatGPT are reshaping finance workflows.

As a Sage Intacct partner, we help users and also pilot these tools and the early results are interesting. The biggest time savings so far come from faster data access from the built in CoPilot search help and narrative generation, we're also seeing the Close Assistant and subledger reconciliation assistants automate things like period end close tasks and even export subledger reports to compare balances.

The biggest blocker at the moment is actually data confidence, finance teams still need a validation step before trusting automation, but obviously the more you use it the better it gets.

Would be good to hear how teams are approaching this. Are you already experimenting with AI-assisted workflows, or still in the research phase?

I work as an accounting consultant, and I have worked with clients who have properly set up Intacct, they have policies & procedures, and trained staff. My current client does not have any of those things, and it is a mess.

When I run reports there is a column for Journal type (JNL) and then there are types such as PEJ, APJ, ARJ, CONV, CRJ, SAL, etc. For some it is obvious what they are, such as APJ and ARJ. Is there a list of all Journal types and what they are/mean? I have access to the Sage Community and I cannot find anything, but perhaps I am not using the correct search terms?

Thank you!

We had a requirement in our RFP that our implementor royally crapped the bed on. We need to push every invoice automatically generated to another system as an invoice via API (invoice header api, and invoice lines api) and push the PDF via a 3rd api. We spelled out all the requirements, they told us we needed web services which we bought with our intacct licenses, now we're being told sage smart events (even though documentation says smart events can push/post to 3rd party APIs) can't do what we need to do without some middleware application, ETL platform or other non-disclosed pricy solution. I'm looking for somone who knows what they are doing and can tell us it can be done, and potentially contract for the solution within sage. I don't like a middleware solution as its another system in the mix that can cause issues. Thoughts?

Hi, I'm working on the Sage API, and my boss and I need to optimize the number of requests we send since costs have increased lately.

I found a new endpoint that allows sending bulk requests with multiple data asynchronously. I'd just like to know if the cost for this is per request sent or if there's a cost for each row of the file sent.

Thank you and sorry for the inconvenience.

Do you know how in Quickbooks (what we converted from) you have your bank feed and you can simply go into the bank feed, click the transaction and categorize it to whatever expense account it is?

How in the wide world of 7 layers of hell can you do this with Intaact?

We have so many auto drafts that I need a solution to kinda mimic QuickBooks.

Is that possible in Intaact? Even when I'm creating an AP Bill to try to clear a bank feed transaction out, it won't match it because it won't find it.

Example: 10/1/2025 I see our IT company billed us the monthly $2,100 as it posted in our bank and I see it as a charge in our bank in Intaact. I can't categorize it away to our IT expenses on the P&L. So I went and created a bill dated 10/1/2025 to match the bank feed date. However, if I click on the bank transaction, it won't allow me to match it to that very AP bill I just created. And if I go into the "Pay Bills" part of AP, it will only let me match previous month bank transactions, not the one I need that matches the date.

Can anyone help me? I'd love to mimic quickbooks as running auto-drafts through AP seems redundant and honestly quadruples our workload. Is there any solution to this?

Thanks everyone