Improving Teamwork & Communication in 8 Easy Steps
By Grace Freeman, Percipient
In many organisations, finance, sales, and operations teams still rely on scattered emails, shared drives, or spreadsheets to manage conversations. The result? Miscommunication, wasted time, and incomplete audit trails.
Sage Intacct’s Collaborate feature brings communication directly into the system, keeping every discussion, decision, and note alongside the relevant financial and operational data. The best part? It’s included free with your subscription.
Here’s how you can unlock its value in eight simple steps.
1. Messaging in One Place
No more chasing lost email threads. Collaborate gives every Sage Intacct user a central feed to message, comment, and stay aligned.
Each record holds its own history, allowing for faster and better-informed decisions.
2. Rigour & Regulatory Compliance
Every comment is tracked and auditable. Whether it’s an invoice dispute or a project update, you’ll always know what was agreed upon, by whom, and when, making audits and compliance reviews faster and easier.
3. Idea Sharing
Encourage continuous improvement with a shared space for notes and insights. Add Collaborate feeds to your dashboards so important updates or requests appear the moment you log in.
4. Group-Based Collaboration
Create public or private groups to keep projects, campaigns, or departments connected and organised. Everyone sees the same files, updates, and notifications in one secure space.
5. Dashboards
Share dashboard snapshots with colleagues and highlight key insights to drive collaboration and informed decision-making. This helps keep performance updates and KPIs transparent across the business.
6. User-Based Access
Set permissions so users only see what’s relevant to them. Protect sensitive data while keeping teams engaged with the information they need.
7. Preferences
Tailor notifications to your pace of work. Choose how and when you’re alerted — from mentions to new comments — ensuring you’re updated without being overloaded.
8. Salesforce Integration
If you use Salesforce, Collaborate bridges the gap between finance and sales. Discuss shared records seamlessly across both platforms.
Why Percipient?
As Sage Intacct Partner of the Year 2024, Percipient has helped organisations across industries bring collaboration into the heart of finance. From implementation to support, we ensure Sage Intacct works the way your business works.
Start Collaborating Smarter — Today
With Sage Intacct Collaborate, you can:
- Make faster, better-informed decisions
- Improve compliance with built-in audit trails
- Connect finance with sales, projects, and operations
- Save time by bringing communication into your system
Ready to see Collaborate in action? Book your free demo with Percipient or call us directly on 01606 871332.
Let’s put collaboration at the centre of your business success.