If you use Sage Intacct or looking to implement Sage Intacct for your restaurant's accounting and financial management, there may be some features you're not taking advantage of. To help you make the most of the Sage Intacct platform, our Sage Intacct consultants, who are experts in the restaurant industry, have provided tips and tricks to help you save time, increase efficiency, and elevate your restaurant accounting to the next level.
To kick off this series, our first Sage Intacct tip is on Sage Intacct Checklists.
Did you know Sage Intacct has Checklists?
Setting up and using Sage Intacct’s Checklists help you track your progress in a very easy and efficient way. They allow you to manage processes consistently across your organization, helping to improve the quality of the process outcome. Sage Intacct Checklists can be used for such things as:
The Close Process
The monthly or yearly close process can be complicated, requiring you and your colleagues to accomplish tasks on a schedule and in a specific order. Sage Intacct offers user-defined checklists that you can use to manage your non-financial tasks. Checklists allow you to assign tasks and track the responsibilities and progress of your own tasks and your
colleagues. Sage Intacct checklists provide the following:
- Visibility into the processes that you use for your specific activities.
- Flexibility to assign and reassign work as needed.
When you assign a task to a colleague, Sage Intacct sends an email to that person. The email includes the assignment with its associated checklist and due date information.
WARNING: Checklists and assignments can be created at the top or entity level!
If you create a checklist or assignment at the top level or entity level, make sure that users have access to the top level or entity level.
- Top level: If either a checklist or assignment is created at the top level, they only appear at the top level. Users that have access to the top level can use the checklist or assignment.
- Entity level: If either a checklist or assignment is created at an entity level, they only appear at the entity level. Users that have access to that specific entity can use the checklist or assignment.
Checklists and Sage Intacct Collaborate
You can also use Intacct Collaborate on checklists and assignments to share files and comments with your team. Collaborate provides a way in which to keep information in synch between individuals working on checklists and assignments, creating more effective team collaboration.
For more information or help with how to configure Checklists please reach out to a member of the Tablespoon team. Contact Tablespoon >
