Budgeting and Planning
Enhancements in Sage Intacct Planning
Sage Intacct Planning (SIP) now includes enhancements that make budgeting faster and more flexible. You can sync accounts and dimensions anytime, easily adjust annual totals, and view clearer dependencies. SIP also supports saving plans as Intacct budgets for reporting and enables creating multi-year plans.
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Sync accounts and dimensions: You can now sync accounts and dimensions anytime to keep future plans accurate without affecting existing plans. For more information, go to Sync accounts and dimensions.
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Modify total: You can now adjust or replace the total annual value of a plan line and decide how that value is distributed across time periods. For more information, go to Modify all plan line values of a single year.
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Plan line dependencies: The plan line details flyout window now shows both the sources your formula references and the sources that reference your plan line. For more information, go to View plan line details.
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Save as Intacct budget: You can now save your plan as an Intacct budget for reporting in Sage Intacct Financials. For more information, go to Save your plan as an Intacct budget.
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Multi-year plans: When creating a new plan, you can now define it as a multi-year plan.
Learn more about Sage Intacct Planning
We constantly update and improve Sage Intacct Planning. For more information, check out the following resources.
At Sage Intacct Planning:
- Sage Intacct Planning release notes allow you to keep up with the latest releases, new developments, and feature improvements.
- Visit the website.
- The Planning Help Center is where you can learn more about planning and budgeting.
At Sage Intacct:
- Take the on-demand training for an introduction to Sage Intacct Planning.
- Learn more about budgeting and planning with Sage Intacct Planning.
Permissions and other requirements
| Subscription |
Sage Intacct Planning |
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| Regional availability |
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