MineralTree Partnership, AI Close Workspace & Enhanced Time Tracking
In this episode, Doug and Emily sit down with Karen Penhallegon of EisnerAmper to walk through Sage Intacct’s latest release notes, from the MineralTree AP partnership to the AI close workspace now open to early adopters.
About this episode
MineralTree Partnership, AI Close Workspace & Enhanced Time Tracking
In this episode, Doug and Emily sit down with Karen Penhallegon of EisnerAmper to walk through Sage Intacct’s latest release notes, from the MineralTree AP partnership to the AI close workspace now open to early adopters.
Karen’s back on the release-notes beat. The MineralTree partnership is the headline: an end-to-end AP path for Intacct users who have been waiting for that stack to live in one place. The same drop includes a new AI close workspace, still limited to early adopters.
They also hit customer ideas that have been sitting in the queue. Enhanced time tracking with overtime rules. Customizable entry screens. Purchasing matching tolerances, revenue recognition, and project and construction updates. One operational note is easy to skip and expensive to miss: every user has to validate their email domain.
Later chapters get into Sage’s new payment features, the File acquisition, and what Karen is watching next. Stick around for the dad joke.
CHAPTERS
Listen to learn more about
- (00:00) Welcome to the Unofficial Sage Intacct Podcast
- (03:37) Release Notes Overview
- (06:11) Customer Ideas and Enhancements
- (13:11) Save Time Features
- (17:10) Understanding Sage’s New Payment Features
- (18:39) Enhancements in Purchasing and Matching Tolerances
- (21:58) Optimizing Business with Project and Construction Updates
- (22:40) Revenue Recognition Improvements
- (24:43) Sage’s Acquisition of File and Its Implications
- (27:25) Customer Ideas and Future Predictions
- (32:35) Closing Thoughts and Dad Joke
Related Industries
- SaaS
- Financial Services
- Technology
- Corporate Finance
Speakers
Doug Lewis
Host | Consultant
LinkedIn
Emily Madere
Host | Solutions Architect
LinkedIn
Karen Penhallegon
Guest | Director, Sage Intacct at EisnerAmper
LinkedIn
Related Resources
FAQ
Questions from this episode
What is the MineralTree partnership?
An end-to-end AP path for Intacct users. It's the headline of this release drop.
What is the AI close workspace?
Sage's new close workspace in this release. Still limited to early adopters.
What is email domain validation?
Every user has to validate their email domain. Easy to skip in the notes, expensive to miss at go-live.
What are matching tolerances?
A purchasing enhancement: how close a PO, receipt, and invoice have to be before the system accepts the match.
IN THIS EPISODE
Host
Doug Lewis
Managing Director at The Visionary Group
Host
Emily Madere
Guest
Karen penhallegon
Sponsored by
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