What's new

Apply Sage Intacct account groups to Sage Planning and plan using the same structure you use for reporting.

See Manage account groups.

Keep your future headcount accurate in workforce planning.

See Add new hire and Edit employee details.

The merge wizard includes the following enhancements:

• Preview changes prior to merge

• View impacted dependencies from the Referenced by column

• Flag and exclude changes that cause merge conflicts

See Merge wizard

Delete plan lines directly from your plan, from either income statement or statistical account grids.

See Add or delete plan lines

You can overwrite a previously saved plan in the Sage Intacct budget repository.

See Save plan as an Intacct budget

Add a new statistical accounts plan line directly into your plan.

See Add or delete plan lines

Select which changes to merge from one plan into another, or merge all changes.

See Merge wizard

When you create a plan from plan, select whether to keep formulas as is or convert them to values.

See Create plan from plan

Export your income statement accounts or statistical accounts to a CSV file.

See Export as CSV

Take control of employee-related expenses from the workforce tab.

See Workforce planning

Add a new plan line directly into your plan.

See Add or delete plan lines

Merge changes from one version to another has a completely new look-and-feel.

See Merge wizard

Use a plan as a template to quickly create a new plan for the upcoming planning cycle. The structure and plan lines remain the same.

See Create plan from plan

Adjust or replace the total year value of a plan line, and decide how to spread the value across time periods.

See Modify all plan line values of a single year

The plan line details flyout window now shows you the sources your formula references and the sources that reference your plan line.

See View plan line details

When you create a new plan, define it as a multi-year plan of up to 5 years.

Sage partners that slide in to multiple instances of Sage Intacct log in to Planning using the same method. Only one instance of Planning can be open at a time.

See Log in as a partner

Sync accounts and dimensions anytime to keep future plans accurate without affecting existing plans.

See Sync accounts and dimensions