£5,617,980
Revenue - Services
this year to date
-£118,637 vs. budget
£424,320
Revenue - Reimbursed Expenses
+£10,281 vs. budget
£813,200
Revenue - Subcontractors
+£23,987 vs. budget
£32,500
Revenue - Other
+£32,500 vs. budget
£6,888,000
Total Revenue
+£102.77% of budget
Dashboards
Use the left-hand menu to jump to specific features or click 'Next' on each screen to walk through all the powerful capabilities of Sage Intacct for Professional Services.
Explore at your own pace
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Time and Expenses Management
Revenue Recognition
Multi-Entity Accounting
Real-time Reporting & Dashboards
Product Tour
SAGE INTACCT
Services Expenses Subcontractors
Note: This is a static mockup for demonstration. Actual Sage Intacct dashboards are fully customizable for the CFO's needs. The top row features live metrics including:
Let's start with the main Project Accounting dashboard.
Note: This is a static mockup for demonstration. Actual Sage Intacct dashboards are fully customisable for the CFO's needs. The top row features live metrics including:
Our dashboards aren’t limited to just showing the high level picture – details are a click away.
CFO - Daily View
Set up role-based permissions effortlessly on the fly, ensuring staff access only to relevant data with a simple check of a box.
Allocation Information
Delete
Edit
Add
View
List
Adjustments
Post
Invoices
Supplier Groups
Supplier Types
Bank Details
Suppliers
Level 5
Level 4
Level 3
Level 2
Level 1
Run
Pay in Advance
Cheque Reconciliation
Adjust Account
Add To Cheque Run
Print Payment Copies
Print Cheque
Void
Print
Manual Payment
Level 6
AP Invoices Approval Levels
Approve Invoices
Approve Payments
Pay Invoices
Open
Summaries
Activities/Lists
Find...
All locations
Active Locations--Active Locations--Group
All--All Business Units--Group
Inactive Locations--Inactive Locations--Group
North--North Region--Group
South--South Region--Group
10--London
20--Manchester
30--Birmingham
40--Liverpool
100--Leeds
200--Bristol
300--Glasgow
Here you'll see a revenue filter by location. You can also filter by customer, department, and more with just a few clicks.
Date & Time
Real-time Dashboards
Product tour
Let's explore dimensions integrated into the reporting tool for enhanced insights. In this example, we're looking at revenue by project. You can slice and dice data across unlimited dimensions catered to varied perspectives and stakeholders. Apply filters like location, customer, or department for more detail.
Cash Flow Detail
by Entity - Dashboard
Revenue
by Project
Project 3
Project 2
Project 1
0
50,000
100,000
Let's explore dimensions integrated into the reporting tool for enhanced insights. In this example, we're looking at revenue by item. You can slice and dice data across unlimited dimensions catered to varied perspectives and stakeholders. Apply filters like location, customer, or department for more detail.
If you have an element that drives your business, you can define it as a custom dimension. Here we’ve defined “municipality” as a dimension in order to analyse profit by municipality.
Revenue and Profit
by Municipality
Sandy
Riverton
Murray
Holiday
Draper
Cottonwood
£7,000
£14,000
£21,000
£28,000
£35,000
CFO - Residential view
Leverage multiple dimensions to analyse and compare data, so you can optimise financial performance. Here, we compare expenses and profit using a custom dimension.
Profit
by Service Line
1,800
1,500
1,200
600
Managed Services
Audit & Compliance
Data Services
Tech Solutions
Expenses
Returning to the CFO dashboard and multi-entity accounting, we noted that the graph shows revenue across four entities. If you'd like to look at the financials of just one of the entities, you can select it in the drop-down menu.
by Location
£1,200
£960
£480
London
Assets
+£10,000 vs. prior month
£10,000
this month
-£410 vs. prior month
£7,651
Net Income
-£860 vs. prior month
£2,349
+£1,403 vs. prior month
Here we see the same revenue format as the top-level dashboard, but now only with a single entity selected.
£9,282,988
+£387,918 vs. prior month
£17,791
+£18,187 vs. prior month
£430,558
£204,915
+£13,144 vs. prior month
£225,643
+£5,043 vs. prior month
These performance cards display real-time data across entities, enabling drill-down for trend spotting and informed forward-looking decisions.
Consolidation Dashboard
As your service business grows, Sage Intacct makes it easy to consolidate across multiple entities (foreign and domestic) and global currencies.
Automate revenue recognition and effortlessly handle complex Invoicing and revenue models while ensuring compliance with ASC 606 and IFRS 15. Your revenue dashboard shows a breakdown of recognised revenue by project, client, or service, giving you a detailed view of your revenue streams.
General
With Sage Intacct, setting up and managing automated revenue recognition schedules is straightforward. Define your revenue recognition rules based on your specific business models and contracts. Simply select the project or service, define the recognition criteria, and the system will automatically calculate and apply the revenue recognition rules.
Revenue Recognition Schedule
Employees can easily log their hours and expenses from any device, ensuring that all billable time and costs are captured accurately and promptly.
Intelligent Time
Select projects and expense categories using dropdown menus making the entry process fast and error-free.
With time and expenses entered, Sage Intacct automates approval workflows to streamline the review and approval process.
Time and Expenses
Data
Tasks
Reports
Approve Expenses
Automated notifications are sent to the designated approver, who can review and approve the entries directly from their dashboard.
Time & Expenses
Approve Expense Report
Approved expenses are automatically processed for reimbursement, ensuring employees are reimbursed quickly. Additionally, billable expenses are seamlessly integrated into client invoices, ensuring accurate and timely Invoicing.
You can also generate a reimbursement report for approved expenses. The system calculates the total amount due to each employee and prepares the report for payroll processing.
Expense Report
Similarly, I generate a client invoice that includes all Billable expenses, ensuring quick and accurate Invoicing.
Jobs
Generate Invoices
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