Data Sheets

Collaborate

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1 Enable your finance, sales and services team to cooperatively resolve any issue Collaborate in real-time • Easily resolve non-routine transactions. Keep your business on track by collaborating on non- routine transactions such as clarifying policies, gathering missing information or resolving exceptions. • System of record. Receive and respond to messages through email and collaborate. Never lose a conversation since they are all storied in the transaction record. Inform and stay informed • One-click visibility. See all messages related to an issue with one click. Leave a note rather than explaining the situation multiple times. • Constant visibility. Track the conversations through email notifications, the collaboration center, and real-time feeds in your Sage Intacct dashboards. • Automated alerts. Receive automatic notification when discounts, budgets or other critical values change. • Group messaging. Create groups to facilitate communications among relevant parties to focus on specific tasks such as quarter close, audit, order processing, and more. • File aachments. Upload file aachments directly to your conversations in Sage Intacct and track their updates with built-in version control. Open communications are vital for any organization's performance and success. Unfortunately, companies can inadvertently develop siloed communications that slow down or even derail critical financial processes. Overcome these barriers, increase productivity, and facilitate knowledge sharing with Sage Intacct Collaborate, a secure social layer included in your Sage Intacct cloud financial management subscription. D a t a s h e e t Sage Intacct Collaborate Enable your finance, sales and services team to cooperatively resolve any issue.

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