Release 6.4.0 of Sage Intacct Planning (SIP) included a new feature and resolved several bug fixes.

What’s new

Now when you share a portion of your budget with other company users, the budget title of the shared portion contains the overall budget name in parenthesis to help you distinguish between your own budgets to those that have been partially shared with you. This lets collaborators know from which overall budget the portion of budget data is being shared.

For example, if you want to share only the revenue data portion of a budget named Example budget, click Share from the Revenues ellipsis menu.

Once you define with whom you want to collaborate, an email invitation is sent to the defined user. When the user clicks the invitation link, the shared portion of the budget (Revenues) is displayed with the full budget name (Example budget) in parenthesis.

Did this answer your question?