ON-DEMAND SEMINAR


Streamline Your Credit Control - Leverage Better Communication with Sage Intacct Collaborate/Chatter


This seminar is designed to introduce you to Sage Intacct Collaborate, and its features, and explain how it can be utilised to bring improvements in communication to your organisation.

We will look at what role Collaborate plays within Sage Intacct, bringing your communication into Intacct itself. We’ll then dive into the functionality that Collaborate provides to enable conversations and file-sharing to happen in the places they are most relevant.

We will explore the Collaborate Centre, looking at how it can be used to see a feed of Collaborate activity from those records, users, and groups that you follow, providing a go-to place to get an overview of relevant communication.

We will also view Collaborate through the lens of credit control, looking at how the functionality available within Collaborate can be applied to a use case to create efficiencies in that process.

Also covered in this seminar:

  • What is Sage Intacct Collaborate?
  • Sage Intacct Collaborate Functionality
  • The Collaborate Centre
  • Using Sage Intacct Collaborate for Credit Control
  • How to enable Sage Intacct Collaborate
  • Integrate with Salesforce Chatter

Sage Partner of the Year 2024

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Fill out the form below and you will receive an email with a link to watch the recording.

What is covered in this seminar?

What is Sage Intacct Collaborate?
Using Sage Intacct Collaborate for Credit Control
Integrate with Salesforce Chatter

Award-winning software paired with an award-winning partner


At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner (and Sage Intacct Partner of the year!), our approach is to help you maximise technology to transform the way you work.


“The ability to shift to real-time reporting and our need to streamline our finance processes was the reason we selected Sage Intacct. I chose Hannah and her team at itas because of their consultative approach and the time they took to understand our needs and objectives. It is clear that they have the skills and depth of experience to deliver the right service for a complicated project like ours.”
ANDREW HARPER, CEO, ANCHOR GROUP SERVICES


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Sage Intacct G2 Summer 2023 - Leader Badge
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Sage Intacct wins Big Innovation award 2021
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