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Sage Intacct preview

Sage Intacct preview shows what the chart of accounts and each dimension will look like in Sage Intacct, as they stand now.

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What's on it

• Chart of accounts, with each account's number, title, type and normal balance. An account not decided yet says so.
• Each dimension's values, with their IDs and names, and its default. A value not approved yet says so.

Draft files

Draft files (the accounts file, and one per dimension) can be shared for review. Check column headers against the customer's own Sage Intacct import templates.

Import from a frozen version, on Plan versions, so the files match what was approved.

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