Creating a Smart Rule. Building smart rules dependent on custom fields allows for a user-friendly long-term management plan of your company’s smart rules. ... Smart rules. Recognize the potential of platform applications. It evaluates simple expressions or formulae provided and generate warning or error messages. 4. User-friendly report configuration When your finance team has new reporting requirements, you can manage them right within Sage Intacct's user interface—with zero help from IT or external reporting tools. Sage Intacct allows access anytime and anywhere (home, office, coffee shop) 2. by: KnowLedger LLC Move data from portfolio acct, custodians, and more to Sage Intacct with rules-based intelligence Zenefits. © 2021 CliftonLarsonAllen. This example shows you how to block direct posting to the GL account if this better reflects your use model. Delight employees – Sage People is accessible from any internet-connected device enabling employees to request and approve time off anytime, anywhere. This is what will display in the error message box when someone tries to create a GL Account at the entity level. Get tips on how to use Sage Intacct, a financial management and accounting application that fits into your existing business infrastructure. This example uses a Smart Rule to provide a warning when a Purchasing transaction has a GL posting date more than 30 days in the future. Smart Rules provide the facility for run-time validations. Transactions posted to sub-ledger applications, such as Accounts Receivable, Accounts Payable, or Cash Management, are automatically posted to the General Ledger in real-time. Each member firm within the Nexia International network is a separate legal entity. How does it work? Privacy policy, terms of use, and disclaimers The first screen you’ll see will ask in what area of Intacct you’d like to add the rule to (Object to Extend). Smart Rules are a great solution for preventing data entry errors inside of Sage Intacct. Sage Intacct provide financial information on detailed level by using dimensions which allows decision makers to relay on realistic information. This Smart Rule looks at the field MEGAENTITYID and checks if it’s blank or contains a value. Smart rules and smart events are now supported for roles and user groups in the Sage Intacct UI. View Existing Smart Rules Sage Intacct has tons of flexibility supporting customizations like smart rules. Our offices Corporate Headquarters Sage Intacct, Inc. If this is your first Smart Rule, we highly recommend reading this post here to learn about Injection Parameters, Merge Fields, and writing conditions – it’s not quite as technical or boring as the names might suggest). Apache v2.0. Sales Inquiries 877-437-7765 (toll free) 408-709-4995 Support: Please visit our support page for more information Contact us Share your details below and we’ll contact you shortly. If the date is more than 30 days out, the rule is broken and a warning is sent. Choose the type of action to perform (API), the trigger for the action (Add), and any conditions for the action. Sage Intacct … Perhaps part of the reason is Sage Intacct’s ability to have Smart Rules which require or prevent different actions from users. Keep the cheat sheet handy, too. It is my hope these samples allow you to maneuver Intacct Smart Rules with more ease and efficiency. They allow us to write run-time validations. This Smart Rule is requiring (==) that the entity be blank and thus be created at the top level. Sage Intacct is the leading accounting software for companies of any size. Create data validation rules on fields in standard objects to ensure compliance with company policy and data integrity. With Sage Intacct spend management and procurement software, you can automatically enforce spending limits to avoid budget variances and meet corporate policies. Then, before you know it, you have a GL account that can only be used within a specific entity. Identify how to build your own smart rules and events. Sage Intacct platform services offer special solutions to help meet individual business needs to assist in rapid business growth. The following examples give you an idea of what you can accomplish using Smart Rules. All that you need to change is the object portion of the condition to the correct Integration Name of the Object you want to set the smart rule on (so … Customer : CUSTOMER.MEGAENTITYID, Vendor: VENDOR.MEGAENTITYID, Department: DEPARTMENT.MEGAENTITYID). Have questions? Maybe someone else created a Vendor or Customer at an entity-private level? If it evaluates to false (broken) an error or warning is emitted. If it evaluates to true, the action of the event can proceed. Click the drop down and select where you are adding the rule. The Trick: The top level of any ME-Shared Company has a blank Entity ID. So let’s jump right into an example! "CliftonLarsonAllen" and "CLA" refer to CliftonLarsonAllen LLP. So how exactly do you write a conditional Smart Rule? That’s it! Our team works closely with you to establish mappings and data flow, then oversees the journal entries into Sage Intacct. Have you ever accidentally created a GL account at the entity level of your company instead of at the top? Accounting and Financial Management Software | Sage Intacct, Inc. We use cookies on our website to provide you with the best experience. For the first example, we’ll choose GL Account. If you see Platform Services instead of Customization Services, you have access to all the features in Customization Services as well as features available only in Platform Services. (If you would like to learn about how to write Smart Rules in greater detail, this blog post found here will take you through that process step by step.). Sage Intacct has login are very secured with different levels. © 2021 The Sage Group plc or its affiliates or licensors ("Sage"). Step 2: Object to extend. Required fields are marked *. Make smart decisions – Instant access to all of your employee and cost data so your HR and People teams can make the best decisions, every time. To reverse this and force records to be created at the top, change the condition to be ==. Be sure to check on the object definition to make sure that field exists.). CLA is an Intacct Premier Partner with a partnership that spans over 15 years and more than 400 successful implementations. The first screen you’ll see will ask in what area of Intacct you’d like to add the rule to (Object to Extend). Sage Intacct financial services software allows you to know more about the financials that drive your business - in real-time. A helpful message about why they are getting the error might be nice (otherwise expect some emails/phone calls/shouts across the office). (Helpful Tip! You just saved yourself a potential headache and engineering data fix cost. In a multi-entity environment, you might want to require users to switch to an entity before creating records. As we know we can use Smart Rules to add user based validations to the standard screens. Be sure to check on the object definition to make sure that field exists. The record or transaction needs to be updated to adhere to the Smart Rule in Sage Intacct, or the Smart Rule needs to be edited or deleted. Code samples licensed under Smart Family Office Data Integration for Sage Intacct. You can add columns and rows that show new fields and metrics. An object-oriented, visual smart rule builder would be a great enhancement. Therefore, any object created at the top-level of a company will have a blank MEGAENTITYID field. 3. First, below is a list of the most common dimensions (and their respective Smart Rule setup) companies using Intacct will require to be created at the top level only: GL Account, Vendor, Customer, Department, Class, and Employee. New contracts and revenue management API documentation API documentation for contracts and revenue management is now available. Contact Sage Intacct support for more assistance on Smart Rules. Speak with one of our sales representatives to learn what Sage Intacct can do for your business. Need help with setting up these or other Smart Rules? ... Smart rules. Eliminate costly, error-prone manual data entry and re-keying with automated data flow from source to Sage Intacct Avoid delays from late reporting Always up-to-date information means that decisions and reporting happen when they’re needed, not hours or days later Feel free to reach out to your CLA Intacct team! Sage Intacct can help minimize reporting errors with Smart Rules and Smart Events, which generate warning messages when the user makes a mistake. The condition CONTEXTLOCATION returns ROOT if at the shared top level, or if slid-in it returns [LOCATIONKEY]--[LOCATIONNAME] of the entity. CliftonLarsonAllen is a member firm of the “Nexia International” network. Create data validation rules on fields in standard objects to ensure compliance with company policy and data integrity. With Sage Intacct spend management and procurement software, you can automatically enforce spending limits to avoid budget variances and meet corporate policies. I’ll be recommending this option for my next ME client. So let’s get to it! The Example: In Intacct, there are a set of journals used by sub-ledger applications. The wizard walks you through each step of the process: Choose the object to extend (ARINVOICE). Yes! Nexia International Limited does not deliver services in its own name or otherwise. (Most objects in Intacct have this hidden field on them which tells you where the object was created (entity-wise). Fortunately, Sage Intacct has the ability to make “Smart Rules” to do all sorts of fancy things. So if I wanted to, I could include the GLACCOUNT.MEGAENTITYID field to tell the user which entity they are currently in.). Sage Intacct has tons of flexibility supporting customizations like smart rules. Here’s a step-by-step guide for viewing, creating, and managing Smart Rules. What if you have a situation where you need a Smart Rule to do one thing on a certain action, but another on a different set of actions? Create a Smart Rule on the GL Entry object to prevent direct posting based on whether Block GL Posting is checked on the GL account. For example, you can re-organize how information is presented on a report. Sage Intacct platform services offer special solutions to help meet individual business needs, and assist in rapid business growth. An object-oriented, visual smart rule builder would be a great enhancement. Click the drop down and select where you are adding the rule. (Most objects in Intacct have this hidden field on them which tells you where the object was created (entity-wise). Smart Rule is the solution provided by Sage Intacct for this purpose. Sage Intacct’s multidimensional architecture lets you create custom validation rules based on the type of spend request (such as direct and indirect items), department, and location. You probably also know that Intacct doesn’t allow you to promote from the entity level to the top level so backing out of this mistake takes quite a bit of work and can actually be costly (potentially requiring Intacct Engineering to get involved to perform a data fix). Thanks for the post! If it evaluates to false (broken) an error or warning is emitted. They can be used to do a variety of things but in our demo we show how they can send email notifications. You can subscribe to Customization Services by navigating to Company > Admin > Subscriptions. Read Jason Guinn's full review Your email address will not be published. All rights reserved. You create Smart Events in the Sage Intacct UI using a wizard available via the Smart Events Catalog menu. It’s helpful to understand that a condition has a different purpose depending on whether it is used in a Smart Event or a Smart Rule: If you are new to Smart Events and Smart Rules, take a look at the Smart Event Walkthrough before proceeding. Fortunately, with Sage Intacct it’s easy to create Smart Rules that generate warnings or error messages to the user when they make a mistake, effectively ensuring that your preferred business practices are followed. All trademarks mentioned are the property of their respective owners. If neither is possible, the record or transaction won't sync. One of the more underused features of Sage Intacct is the ability to allow for General Ledger entries to go through an approval policy. Refer to CliftonLarsonAllen LLP of training to the mix, and nonprofit industries require to. You have a GL account error messages rapid business growth ) an error or warning emitted... How to block direct posting to the mix, and more with our People operations.! 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