Working with Sage Intacct Budgeting and Planning

Here you'll find what you need to integrate and work with your budget using your Sage Intacct data

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19 articles in this collection
Written by Randi Galron

Create a budget using my Sage Intacct data

Use the Sage Intacct Budgeting and Planning integration to create and build your budget structure from your data in Sage Intacct
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Written by Randi Galron
Updated over a week ago

Import data to parent budget groups of your budget hierarchy when you create a budget using data from Intacct

Learn how you can retrieve more budget data when you create your budget by dimensions and populate it with data from Sage Intacct
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Written by Randi Galron
Updated over a week ago

Import actuals from Sage Intacct

Learn how to import actuals from Sage Intacct using the Budgeting and Planning integration
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Written by Randi Galron
Updated over a week ago

Account visibility in Sage Intacct Budgeting and Planning

Increased visibility across the application simplifies the way you manage and work with your GL accounts
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Written by Randi Galron
Updated over a week ago

Add, manage and map advanced benefits to dimension categories

Learn how to add and manage category mapping of your employee advanced benefits
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Written by Randi Galron
Updated over a week ago

Use Budgeting and Planning with a console in Sage Intacct

If you work with a console in Sage Intacct, follow the steps in this article to log in to Intacct from Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

How many budget lines are supported in Sage Intacct Budgeting and Planning?

See the total estimated number of budget lines you have in your budget
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Written by Randi Galron
Updated over a week ago

Dimensions in Sage Intacct Budgeting and Planning

Use dimensions to help focus on specific areas of your budget to make better budgeting decisions
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Written by Randi Galron
Updated over a week ago

Dimensions vs tags in Sage Intacct Budgeting and Planning

Understand how to use dimensions and tags in your budget
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Written by Randi Galron
Updated over a week ago

Map your Sage Intacct accounts and dimensions to your budget in Budgeting and Planning

Understand the basics of mapping
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Written by Randi Galron
Updated over a week ago

How can I allocate dimensions?

Learn how to allocate budget lines across dimensions
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Written by Randi Galron
Updated over a week ago

Inheritance in Sage Intacct Budgeting and Planning

Assign budget attributes and dimensions with automatic inheritance
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Written by Randi Galron
Updated over a week ago

Working with multiple currencies

Manage multiple currencies in Sage Intacct Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

Add your preliminary budget amounts

Use built-in dynamic templates to easily enter your budget data
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Written by Randi Galron
Updated over a week ago

View and populate your budget with past actuals and budget data

Past data from budgets and actuals can be used to populate your budget quickly when you create or review your budget
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Written by Randi Galron
Updated over a week ago

Drill down from a budget report in Sage Intacct

Use the drill-down feature from Sage Intacct to review your source budget details in Sage Intacct Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

Getting started with employees

Learn how to enter employee data in your budget using Sage Intacct Budgeting and Planning's built-in employee budget line templates
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Written by Randi Galron
Updated over a week ago

Map and manage imported employee-related GL accounts from Sage Intacct

Understand how imported employee-related GL accounts from Sage Intacct are managed in Sage Intacct Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

Export a budget to Sage Intacct

Learn how to export a budget from Budgeting and Planning to Sage Intacct
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Written by Randi Galron
Updated over a week ago