Sage Intacct Customization
The Sage Intacct template supports customization options that allow you to adapt analytics, reporting, and financial processes to your organization’s unique needs. Use these features to tailor data models, automate calculations, configure periods and groupings, and enhance reporting flexibility.
In this section:
| Feature | Description |
|---|---|
| Financial Module | Configure opening balances, report codes, and account group hierarchy for accurate GL reporting and analysis. |
| Project Account Module | Map accounts to project-specific groups for enhanced tracking of project costs and revenues. |
| Fiscal Year Global Variables | Set up fiscal year start and end variables to control period and year handling in reports. |
| User Defined Dimensions | Map Sage Intacct user defined dimensions (UDDs) to central reporting fields for advanced analysis. |
| Reports with Account Groups | Build and customize reports using account group structures for flexible aggregation and roll-up. |
| GL Summary Refresh Cube | Automate the refresh of summarized financial data in the GL Summary cube for up-to-date reporting. |