AP-009: Payments
Requirement: System should allow a user to select bills for payment based on:
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
Accounts Payable > All > Bills > Pay Bills
AR-006: Invoices
Requirement: System should support updating the General Ledger accounts and
dimensions on paid invoices.
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
, Accounts Receivable Configuration
Edit a paid invoice, then click Reclassify.
GL-003: Journal entries
Requirement: System should display a warning if the user tries to post a journal entry
with a date in a future period.
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
Set the option If future GL posting date to Allow and warn. Related
permissions: Administrative Permissions > Application Subscriptions:
Configure
GL-004: Journal entries
Requirement: System should support reversing journal entries
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
On the journal entry or journal entry list, select Reverse.
GL-004: Journal entries
Requirement: System should support reversing journal entries
Solution Description
Give this one a try later!
, No configuration needed. Permissions needed: Journal Entries: Reverse
CM-004: Payments
Requirement:Cash Management should support recording payments made to payees
(not vendors).
a. Standard functionality
b. Workaround
c. Marketplace solution
Give this one a try later!
Workaround
AP-003: Bills
Requirement: System should allow specific users to edit and delete unpaid bills in an
open period.
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
On the bills list, select Reverse or Delete
AR-005: Customers
Requirement: When creating a new invoice, the system should warn the user if the
customer has exceeded its credit limit.
Where solution is found in Sage Intacct (if applicable)
, Give this one a try later!
Accounts Receivable Configuration
AR-010: Reports
Requirement: System should provide a customer aging report that displays summary
or detail information.
Solution Description
Give this one a try later!
Set the Report type to Summary or Detail. Note: Aging Periods must be
setup in Accounts Receivable Configuration. Related permissions: Reports >
Customer Aging Reports/Graphs: Run
GL-001: Accounts
Requirements: System should allow specific users to create, edit, and delete General
Ledger accounts.
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
General Ledger > All > Accounts > General Ledger Accounts
AP-009: Payments
Requirement: System should allow a user to select bills for payment based on:
Requirement: System should allow a user to select bills for payment based on:
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
Accounts Payable > All > Bills > Pay Bills
AR-006: Invoices
Requirement: System should support updating the General Ledger accounts and
dimensions on paid invoices.
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
, Accounts Receivable Configuration
Edit a paid invoice, then click Reclassify.
GL-003: Journal entries
Requirement: System should display a warning if the user tries to post a journal entry
with a date in a future period.
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
Set the option If future GL posting date to Allow and warn. Related
permissions: Administrative Permissions > Application Subscriptions:
Configure
GL-004: Journal entries
Requirement: System should support reversing journal entries
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
On the journal entry or journal entry list, select Reverse.
GL-004: Journal entries
Requirement: System should support reversing journal entries
Solution Description
Give this one a try later!
, No configuration needed. Permissions needed: Journal Entries: Reverse
CM-004: Payments
Requirement:Cash Management should support recording payments made to payees
(not vendors).
a. Standard functionality
b. Workaround
c. Marketplace solution
Give this one a try later!
Workaround
AP-003: Bills
Requirement: System should allow specific users to edit and delete unpaid bills in an
open period.
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
On the bills list, select Reverse or Delete
AR-005: Customers
Requirement: When creating a new invoice, the system should warn the user if the
customer has exceeded its credit limit.
Where solution is found in Sage Intacct (if applicable)
, Give this one a try later!
Accounts Receivable Configuration
AR-010: Reports
Requirement: System should provide a customer aging report that displays summary
or detail information.
Solution Description
Give this one a try later!
Set the Report type to Summary or Detail. Note: Aging Periods must be
setup in Accounts Receivable Configuration. Related permissions: Reports >
Customer Aging Reports/Graphs: Run
GL-001: Accounts
Requirements: System should allow specific users to create, edit, and delete General
Ledger accounts.
Where solution is found in Sage Intacct (if applicable)
Give this one a try later!
General Ledger > All > Accounts > General Ledger Accounts
AP-009: Payments
Requirement: System should allow a user to select bills for payment based on:
