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Elevate your Sage Intacct: Q2 2023

Julie Schilz
May 19, 2023

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

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

Credit card and cash enhancements

  • Streamline expense workflow, flow credit card transactions to Time & Expenses
  • Bank creation rules add support for inter-entity transactions
  • New bank transactions fields show more data

General ledger and reporting enhancements

  • Increase security by locking closed statutory reporting periods
  • Drill to account group details from financial reports
  • Service QuickStart includes role-based dashboards

AR updates

  • Edit reversal dates on posted payments
  • Apply credits in bulk using a CSV file import
  • Dunning notice enhancements
  • Email notifications to locked-out users
  • Customer and vendor list enhancements
  • Increased visibility for all purchasing and order entry transactions

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


Julie Schilz

Sam Lipton


Julie Schilz
MBA, Manager


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