Sage Intacct Sales

Provides standard reports covering customer backlog, customer lists, and item lists, each customizable and exportable like other Order Entry reports.

Provides standard and custom reports, plus visual boards, for analyzing contract billing, revenue, and expense data.

Explains the revenue recognition methods available, such as straight-line and prorated variants, and how each allocates revenue across full and partial periods.

Configures GL accounts, cross references, and groupings for items sold through Order Entry.

Sets up billing price lists and processes historical contract schedules so that past contract balances can be posted for ASC 606 reporting.

Recognizes revenue on Order Entry transactions, including tracking by contract dimension, delivering line items, and running bulk recognition actions.

Defines price lists, their entries and schedules, and which customers or transactions they apply to.

Bills contract lines using fixed price, quantity-based, or time-and-materials methods, with usage records driving the amounts billed for consumption-based lines.

Recognizes fixed-fee project revenue on percentage of completion, calculated automatically from budgeted cost or time, or set manually.

Manages contract lifecycle events such as renewals and cancellations, including how outstanding billing and revenue balances are cleared when a contract is canceled.

Reports on MEA allocations and deferred revenue, including current balances, forward-looking forecasts, and multi-currency revaluations.

Defines renewal templates and contract renewal settings used when a customer contract comes up for renewal.

Links contracts to projects so that revenue for time-and-materials engagements can be estimated, deferred, and recognized under ASC 606 variable consideration guidance.

Shows which periods of a transaction line's deferred revenue have been posted, are pending, or are scheduled, and lets that schedule be held, resumed, reallocated, or posted.

Governs how far an invoice can be edited based on its current state — drafted invoices allow broad changes, while posted invoices allow only limited edits such as term, memo, or GL reclassification — and covers applying discounts and late-payment penalties.

Defines the templates that control GL posting, approval rules, and overall behavior for Order Entry transactions; standard workflows ship with preconfigured, non-deletable definitions that allow limited edits such as user access or edit permissions.

Schedules and posts deferred expenses associated with a contract or contract line over the contract term, with the ability to hold, resume, or reallocate a schedule.

Covers initial setup of Revenue Management, including recognition categories, reusable templates, and the layout of the filtered schedules list.

Bundles related measurement units — say, inches with feet — under one named group with a defined base unit and a fixed ratio between members; six groups come predefined and custom ones can be added.

Introduces Sage Intacct's contract management capabilities for subscription and SaaS businesses, covering automated revenue recognition under ASC 606 and IFRS 15, multiple-element allocations, and flexible billing across hundreds of scenarios.

Installs and configures the workflow that determines which transaction types users can create across Order Entry, Inventory, and Purchasing, how those transactions convert into one another, and which GL accounts are affected at each stage.

Allocates a bundled contract's total value across its distinct performance obligations based on each item's relative standalone selling price, then recognizes each portion on its own revenue schedule.

Configures core Order Entry settings, including customer GL groups and customer groups used for reporting and posting.

Groups customers together to apply shared charges in one batch run, speeding up invoicing and keeping billing consistent, with the option to manually trigger or retry a billing period run.

Prints or emails Order Entry documents one at a time, tracks delivery through an email log, and supports adding custom messages to printed documents.

Generates transactions automatically on a schedule from a recurring template, governed by header and schedule status fields where the higher-priority setting among Active, Inactive, and Ended controls whether the template keeps running.

Tracks an Order Entry transaction through its lifecycle states, such as Draft, In Progress, Pending, and Partially converted, as it's created, posted, or converted into the next transaction in the workflow.

Sets a maximum credit exposure per customer and can place a customer on hold once that limit is reached.

Sorts customers into named groups, like reseller or end user, so records can be managed and reported on more efficiently.

Maintains the master list of customer records, including contact details, health indicators, and the ability to apply a payment directly from the list.

Maintains the list of shipping methods that can be selected on customer invoices and orders.

Generates and delivers customer account statements, either printed offline or sent by email.

Guides sales orders through picking, packing, shipping, and invoicing from a single page, reserving and allocating inventory quantities along the way so they can't be used elsewhere.