Configure or Set-Up Company In Sage Intacct

Question 1

Objectives:

Answer 1

1) Describe the post-provisioning checklist.

2) Subscribe to Applications and Assign user permissions.

3) Configure the Company Information on the :
Company > Setup > Configuration > Company > Company Information Tab.

4) Create Cross Company Dimensions

Question 2

Company Configuration:
What’s Configured here?

Answer 2

1) Address and all the Contact information.

2) Time and Date Format

3) Logos

4) Security Settings

5) Accounting Settings

Plus Cross Company Dimensions:

1) Departments
2) Classes
3) Employees
4) Locations.

We also Subscribe to Applications under the Company Configuration:

Company > Admin > Subscriptions
Turn on the Configure button next to the Application you want to Subscribe to, so that it turns Green to Subscribe to an Application.

Question 3

Learning Activity 3:
How do you Subscribe an Application in Sage Intacct?

Answer 3

Go to: Company > Admin > Subscptions.
Select the Module to Sbscribe to and Click on Configure so as to turn the button Green to Subscribe.
Doy that for all the Modules to be used by the Entity.
Click on Done to save!