Create from Intacct budget

A plan based upon a budget from Sage Intacct inherits the time frame, scope, structure, and data from the budget. All data becomes editable so you can manage, modify, and share it like any other plan.

Start

1. From the side menu, select Plans > Create a plan.

2. Enter a Name.

3. (Optional) Enter a Description.

4. From the Plan template dropdown list, select a budget from the Sage Intacct budget repository.

5. Select Create.