Wipfli logo

Elevate your Sage Intacct: Q3 2023

Julie Schilz
Aug 23, 2023

Sage Intacct’s third release of 2023 has brought exciting features with it.

In our Elevate your Sage Intacct webinar, the Wipfli team explored these new features, including:

  • Accounts payable vendor approval: Verify correctness of new and updated vendor records through an official review process.
  • Match tolerance for purchasing: Make sure you’re paying the correct amount by easily checking that the unit prices on purchase orders, PO receipts and vendor invoices all agree.
  • Accounts receivable payment ID: Easily track accounts receivable payments using document sequencing for quick referencing, filtering and reporting.
  • Expanded beta for lists enhancements: The beta program is now available for all supported regions in English and for even more lists. Check out the new enhancements on the lists for vendors, departments, locations, attachments and more.
  • Project budget insight on your project summary: Gain a quick view into the financial impact of your project or grant’s efficiency, productivity and progress.
  • EMRConnect integration for Sage Intacct: Automate data flow between your healthcare company’s electronic medical records and Sage Intacct. Optimize your workflow and reduce the chance of data entry errors.

Download the webinar recording to learn more about how you can make the most of these features within your organization.


Julie Schilz
MBA, Manager


How cybercrime is impacting the insurance industry
How to calculate ROI for your wealth and asset management firm’s tech investment
The Amazon of insurance: Who will emerge as the industry leader?