Sage Intacct Predefined Views

General Ledger

Data Model View
GL Reports

Reports

Trial Balance

Reports (Actuals + Budget)

Graphs & KPIs

Net Income by Entity

Net Income Growth YTD

Financial KPIs 1, 2, 3 (Income Statement)

Quarterly P/L

Cashflow Waterfall

GL Transactions

GL Account Balance Details

GL Transactions

GL Report Details

GL Report Details by Entity

Budget

Budget Worksheet

Configuration  
GL Report Setup Report Setup
UDD Mapping for Live Template UDD Mapping
Book Exchange Rates Book Exchange Rates

Accounts Receivable

Data Model View
AR Invoice

AR Aging Invoices

AR Current Aging

Total Paid

Overdue by Aging Category

Aging

Key Performance Indicator View

Current Amount vs Due Amount / paid ?

Overdue Amount Over Time

AR Adjustments AR Adjustments
AR Payments

AR Payments

Top 10 Overdue by Customer

AR Reports

Transaction Currency

AR Aging Report (Transaction Currency)

Base Currency

AR Aging Report (Base Currency)

Customer Credit vs Credit Limit

Accounts Payable

Data Model View
AP Bills

AP Bills

To 10 Overdue by Vendor

KPI

Paid Amount %

Due Amount %

Aging Bucket by Month

Current Amount VS Overdue Amount

Purchase, Paid and Overdue

AP Adjustment AP Adjustments
AP Payments

AP Payments

Payment Type

Average Age at Payment

AP Credit Card Transaction AP Credit Card Transactions
AP Reports

Base Currency

AP Aging Report (Base Currency)

AP Aging Report 1

AP Aging Report (Base Currency - Exclude Credit Card Transactions)

AP Aging Report 1 (Exclude Credit Card Transactions)

Vendor Credit vs Credit Limit (Base Currency)

Vendor Credit vs Credit Limit 1

Transaction Currency

AR Aging Report (Transaction Currency)

AP Aging Report 2

AP Aging Report (Transaction Currency - Exclude Credit Card Transactions)

AP Aging Report 2 (Exclude Credit Card Transactions)

Order Entry

Data Model View
Sales Analysis

All Documents

Quotes

Orders

KPI Orders

Shipping

Invoices

Invoice Details

KPI Invoices

Qty Shipped to Country

KPI Returns

Inventory Control

Data Model View
Item Activity

Inventory

Warehouse by Qty

Stock Valuation Details

Top 10 Items by Quantity

Bottom 10 Items by Quantity

KPIs

KPI Stock Available

KPI Stock On Order

KPI Stock On Hold

KPI Stock On Hand

Inventory Transactions

Adjustments

Shippings

Receipts

Transfers

Cash Management

Deposits

Other Receipts

Funds Transfer

Purchasing

Data Model View
Purchases

Quotes

Orders

Shippings

Invoices

Returns

Top 10 Vendors by Ordered Amount

Top 10 Items by Order Amount

Purchase Stages

KPI - Invoices

KPI - General

Quantity Shipped by period

Ship by Country

Invoice Amount / Quantity by Period

Projects

Data Model View
Projects Summary

Project Listing

Project Resources

Project Tasks

Project Estimates

Projects by Category

Project Status

Projects Detail

Project listing details

Top Projects by Net Income

Top Location by Net Income

Actual Cost vs Budgeted Cost

Gross Profit

Revenue

Gross Margin

Net Income

Cost

Common Data

Data Model View
Customers

Customers

View Example