Interface Touch Points
- Company Addresses
- GL Accounts
- Accounts Payable Terms
- Vendor Types
- Vendor Addresses
- Reporting Periods
- GL Budgets
- GL Account Balances
- General Ledger Journal Entry
- Accounts Payable Bill
Specific WorkPlace Feature Highlights that Compliment the Sage Intacct Platform
- Complement your Intacct Financial and Accounts payable solution with a fully centralized, enterprise level Procurement solution seamlessly integrated to the General Ledger (Journal Entry) and Accounts Payable (Bill)
- Role tailored mobile app available for Android and iOS for Requisition entry, Catalog shopping, Expense entry and Approvals
- Fully automated purchasing accrual accounting capabilities support a 3-way match procurement process with automatic creation of ERP Journal Entries with automated unmatched invoice workflow notifications.
- Add control and compliance without impacting Invoice Match processing times with exception based approvals for purchase price variance tolerances. Enforce proper accounting by posting PPV amounts to the proper accounts based on the invoice line.
- Powerful Vendor Contract Management enforces critical price and volume discounts and tracks Vendor purchases over time.
- Introduce true B2B integration with your suppliers through industry standard cXML PunchOut interfaces through the WorkPlace Requisition and Procurement solution integrating directly to ERP. The centralized web-based shopping experience simplifies the request to order process, eliminates manual catalog maintenance and ensures real time access to negotiated pricing and item availability for increased accuracy and faster order processing.
- Highly configurable approval engine adapts to your organization offering unlimited levels of approval and unlimited approval paths with independent workflows based on any transaction or line detail that can be approved anytime, anywhere online, by email or from your mobile device.
- Intuitive Travel Request process to approve travel before expenses are incurred that will populate expense reports and automatically compare the actual cost with verified requests and budgets.
- Competitive Vendor Request for Quote process available for any requested purchase allows vendors to be invited to respond via a dedicated secure portal allowing Buyers to review and award the best bid.
- Automatically allocate expenses and purchases across multiple account codes with GL Distribution capabilities
- Add integrated Sunshine Act compliance and Open Payment reporting with line level Attendee tracking for employee Expenses.
- Mature line level dimension engine provides a natural extension to the Intacct financial solution. Defaulting, enforcement and restrictions provide a streamlined and user tailored Expense, Requisition and Procurement experience for Department, Location, Project, Customer, Vendor, Employee, Item and Class allocations.
- Seamless integration powered by the Intacct Web Services (certified) API provides access to all required supporting data and real time transaction processing.