Sage Intacct Planning

Randi Galron

Monica Haber

Avi Chazen

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

Working with Sage Intacct Planning (SIP)

View and make simple data adjustments with the Sage Intacct Planning (SIP) grid entry view.

Grid entry view

To display your budget tree in a clear and familiar way, choose from the different view options what works best for you.

Modify your budget tree display

See the total estimated number of budget lines you have in your budget

How many budget lines are supported in Sage Intacct Planning (SIP)?

Assign budget attributes and dimensions with automatic inheritance

Inheritance in Sage Intacct Planning (SIP)

Manage multiple currencies in Sage Intacct Planning (SIP)

Working with multiple currencies

SIP Basics

Increased visibility across the application simplifies the way you manage and work with your GL accounts

Account visibility in Sage Intacct Planning (SIP)

Learn how your statistical accounts are supported in SIP

Statistical accounts in Sage Intacct Planning (SIP)

Accounts in Sage Intacct Planning (SIP)

Link new dimension values between SIP and Sage Intacct

Add dimensions to existing budgets

Use dimensions to help focus on specific areas of your budget to make better budgeting decisions

Dimensions in Sage Intacct Planning (SIP)

Understand how to use dimensions and tags in your budget

Dimensions vs tags in Sage Intacct Planning (SIP)

Learn how to allocate budget lines across dimensions

How can I allocate dimensions?

Work with dimensions

Imported accounts from Intacct are automatically assigned to budget groups in SIP.

Map imported Sage Intacct accounts to budget groups

Map your Sage Intacct accounts and dimensions to your budget in SIP

Map your data to Sage Intacct Planning (SIP)

Learn how you can retrieve more budget data when you create your budget by dimensions and populate it with data from Sage Intacct

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

Add new or update existing data using one import process from Excel

Import data from MS Excel or a budget template

Understand how the import process works when you import data from Excel to new and existing budget lines in your budget

Import data from MS Excel to new and existing budget lines in Sage Intacct Planning (SIP)

Use built-in dynamic templates to easily enter your budget data

Add your budget data

Save time entering budget data from Excel to SIP with copy and paste

Copy and paste data from MS Excel to Sage Intacct Planning (SIP)

Past data from budgets and actuals can be used to populate your budget quickly when you create or review your budget

View and populate your budget with past actuals and budget data

Import data to your budget

Learn how to import actuals from Sage Intacct using the SIP integration

Import actuals from Sage Intacct

Import actuals to Sage Intacct Planning (SIP) from an Excel sheet

Import actuals from Excel

Use the SIP wizard to import actuals to model lines in your budget and get a side-by-side comparison of your plan and company’s performance

Import actuals to models from Excel

Import actuals

Learn how to enter employee data in your budget using Sage Intacct Planning's built-in employee budget line templates

Getting started with employees

Understand how imported employee-related GL accounts from Sage Intacct are managed in Sage Intacct Planning (SIP)

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

Save the hassles of manipulating employee data in Excel and import your employee budget lines directly to SIP

Import employee data from MS Excel

Learn how to add and manage category mapping of your employee advanced benefits

Add, manage and map advanced benefits to dimension categories

Work with employee-related data

Learn how to export a budget from Sage Intacct Planning to Sage Intacct

Export a budget to Sage Intacct

Understand how positive and negative numbers are exported to Sage Intacct.

Number signs when exporting to Sage Intacct

Export your data

Use the Sage Intacct Planning (SIP) integration to create and build your budget structure from your data in Sage Intacct