Data Sheets

Accounts Receivable

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3 Accounts Receivable Use reports, charts and graphs to gain quick insight into your financials. Key Benefits Sales tax connection Leverage up-to-date and accurate tax calculations via the cloud using AvaTax—or configure the Sage Intacct Advanced Tax Engine to fit your business. Tax accruals Comply with requirements in each area where you do business using the Sage Intacct Advanced Tax Engine. Comprehensive Reporting Customizable dashboards Quickly gain insights by adding reports, charts, and graphs to dashboards. Complete accounts receivable reports Gain be er visibility with reports for aging, invoicing analysis, recurring invoices, active projects, and deferred revenue. Custom analyses Get more strategic insights with custom analyses across multiple a ributes such as project, customer, location, and department. Collections (Optional Module Required) Automated dunning and collection notices Send automated emails based on invoice creation or past due date. Set up different email templates for each collection a empt. Reminder rules Set up reminder rules for different payment options such as net 30 and due upon receipt. Collection case ownership Assign ownership of customer records and collection cases. Send "personal" reminders (from the individual's email address) or generic reminders. Collections information Automatically capture collection case information —shown on customer records as a separate tab so you easily access collections activities. Take the Next Step Find out how the Sage Intacct cloud financial management solution streamlines operations and provides real-time insights, boosting productivity and growth. To learn more about how Sage Intacct can help you achieve your mission more efficiently, visit: h ps://www.sageintacct.com/nonprofit-accounting-so ware or contact us at 877-968-0600. ©2019 The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners. NA/WF 183498.

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