Sage Intacct is pleased to announce the general availability (GA) of version 2.12.0 of SIP! This release replaced the previous beta release of SIP 2.12.0. It included a number of new features and resolved miscellaneous issues and bug fixes.

Learn what's new, and the impact it can bring to you and your organization.

What's new

Sage Intacct Planning (SIP) now supports larger budgets! 

Now with Sage Intacct Planning (SIP), you can create and work with budgets that are up to 3,000 lines. The application speed for all sizes of budgets has also been improved. 

Irrelevant budget lines inflating your budget?

Now when you create a new budget using your data from Intacct, you can automatically remove irrelevant budget lines and groups by excluding accounts and dimensions that have no actuals data for the 12-month period that immediately precedes the current month.

Removing irrelevant account-dimension combinations helps prevent inflated budget structures and contributes to improved usability and user experience.

Want to import actuals data from a specific dimension? 

Filter your actuals data by dimensions and import only the relevant data you need according to specific dimension values.

At times, importing all of the actuals data from your entire company is way more than you need. You may even find yourself setting up separate budgets per entity or department. If you don't require all the data, you can apply filters to speed up the import process and reduce the risk of possible incorrect budget to actuals comparisons.

Import actuals from an accrual book for multi-entity, multi-currency companies

You can now import actuals data from an accrual book of multi-entity companies with multiple base currencies. When you import actuals from Sage Intacct, the default reporting book used by your company is automatically displayed in the Reporting Book field. If you prefer to import your actuals from a different reporting book, you can overwrite this value. We support CASH, ACCRUAL, and Global Consolidation books. If no value appears as the default, type the reporting book from which you want to import your actuals. 

Enhanced actuals view includes details about the source of data

To improve usability, new columns and column content offer you more detailed information about the source of Actuals data and whether any filters were applied during import. In the Details view of the Actuals tab:

  • The Source column displays whether your actuals data has been imported from Sage Intacct, an Excel file, or entered manually.

  • The Books column displays the reporting book that was selected during the import of actuals data from Sage Intacct. 

  • The Import filters column is displayed only if you've selected to filter the actuals data you've imported from Sage Intacct by a dimension value or values. The dimension values are then displayed in the column.

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