Sage Intacct custom fields let you make your ERP system your own, giving you the flexibility to manage and categorize your unique data. This often overlooked but powerful feature lets you track and manage information that standard fields don’t cover, such as contract details, policy numbers, or custom metrics that are specific to your business. By using custom fields you can centralize your data, streamline workflows, and improve reporting accuracy and efficiency. In this guide we’ll explain what custom fields are, why they’re good for your business, and walk you through how to create and implement them to get the most out of your Sage Intacct system.
This video is also available as a blog: Creating custom fields in Sage Intacct
In this video you’ll learn:
How custom fields let you track unique data like contract details, policy numbers, and custom metrics
How this powerful tool centralizes critical data, streamlines operations and enhances reporting
Steps to creating and implementing custom fields, maximizing the value of your Sage Intacct system