Wipfli logo

Elevate your Sage Intacct: Q1 2023

Julie Schilz
Feb 22, 2023

Sage Intacct’s first release of 2023 brings exciting features with it.

In our Elevate your Sage Intacct webinar, the Wipfli team dives into the new features, including:

  • AP automation: Learn how to set up the ability to automatically create draft bills from bill documents emailed or uploaded to Sage Intacct
  • Pay bill filter updates for credits
  • Managing your savings and loan programs with Sage Intacct Mateo
  • More project-based permission options
  • Reporting updates
  • Creation rules: Creation rules now support VAT and GST transactions

Download the webinar recording to learn more about these exciting features and how to make the most of them within your organization.

Author(s)

Julie Schilz
MBA, Manager, Wipfli Advisory LLC

TOP PICKS

12/16/2025
CMMC compliance checklist: Stay eligible for DoD contracts
12/16/2025
Executive summary: The state of the wealth management industry 2026 research report
For smaller or mid-sized construction firms, AI automation offers a bright spot — and a warning