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Make Work Efficient and Intelligent with Sage Intacct Smart Rules

Every company is different, which means no enterprise software is truly one-size-fits-all. The developers at Sage Intacct understand this, so rather than trying to predict everything users want and need, they empowered users to customize the solution themselves.

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Every company is different, which means no enterprise software is truly one-size-fits-all. The developers at Sage Intacct understand this, so rather than trying to predict everything users want and need, they empowered users to customize the solution themselves.

Every company is different, which means no enterprise software is truly one-size-fits-all. The developers at Sage Intacct understand this, so rather than trying to predict everything users want and need, they empowered users to customize the solution themselves.

Sage Intacct Smart Rules are essentially conditional (if/then) statements that companies can code to dictate how users engage with accounting. For instance, if you did not want to allow a posting of your AR Adjustment to your 1200-AR account, you could use a Smart Rule to make that posting impossible.

Creating Smart Rules is as easy as following a simple formula and does not require any sophisticated coding expertise. Once the rules are in place, they prevent users from making mistakes that could waste time, invite errors, cost money or create confusion. Since Smart Rules are fully customizable, each company can decide what mistakes it needs to watch out for. However, given that every accounting department faces similar challenges, some Smart Rules have become ubiquitous. Here are some examples:

  • Stop Records from Being Created at the Top Level – If a user tries to create a record at the top level instead of the entity level, they receive an error message.
  • Prohibit Vendor Invoices from Posting 30+ Days in the Future – When a purchasing transaction has a general ledger posting date more than 30 days out, a notification is triggered.
  • Keep Direct Journal Postings Out of the GL Account – Sometimes you don’t want a posting made to Accounts Receivable or Cash Management to be reflected in the general ledger automatically. Smart Rules can block that action if that is what your user model requires.

These are just a few of the endless number of Smart Rules you can create. They offer a way for companies to strictly standardize their accounting practices while avoiding the setbacks most relevant to their workflows and goals. In that way, Sage Intacct helps accounting departments maximize their strengths and minimize their weaknesses—at least as long as they are using Smart Rules.

Some users either don’t know about Smart Rules or think they’re too technical. As a result, they’re not taking advantage of everything Sage Intacct offers. Plus, they’re missing out on the chance to customize a best-in-class solution to their specific needs.

The best way to master Smart Rules is to work with a Sage Intacct vendor who understands the software as well as they understand your company. Quality vendors will help you identify where Smart Rules could be helpful and handle the coding for you. They can also train you to create your own Smart Rules whenever and wherever you deem necessary. As long as your vendor is a true partner you will have no trouble transforming Sage Intacct into a one-of-a-kind solution.

The team at blumshapiro can show anyone how to use Smart Rules to the fullest. Click here to contact us for expert guidance.

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