This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture.
I love the ability to title my invoices with specific details, which I find is unavailable in other systems. The reporting in Intacct is easy and searching for information is easy. There are plenty of filters to use and creating your own views make it easy for each individual user. Setting up recurring invoices is quick and easy. Prorating invoice amounts is a cinch with the proration button. Reporting issues is easy through the "Help & Support" tab. The customer support is quick to answer any questions or concerns. You can run payments through the virtual terminal if the invoices are coming from another source. Review collected by and hosted on G2.com.
Updating a customer's address is annoying. If you've already created an invoice or sales order and need to update the address or contact details, you need to recreate the invoice or sales order for it to grab the new details. It doesn't automatically update. Setting up a recurring invoice requires you to add the customer as a recurring customer. If the auto payments aren't run very early in the morning and you have an open invoice for that customer, it will pay all invoices if that customer was set up as recurring. Sometimes you don't want ALL invoices to be paid automatically. Review collected by and hosted on G2.com.
Thank you for taking the time to leave a review.
I note your point about updating address details and we will feedback to our product team.
I would like to invite you to join our customer advocacy program and connect more on your experience of Sage Intacct. Please click this link: https://na.sagechampions.com/join/IntacctNAG2Reply
Thanks,
Gill Symington
Sage Global Customer Advocacy Director
At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.
The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.
Validated through a business email account
This reviewer was offered a nominal gift card as thank you for completing this review.
Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.







