Get started with ready-made widgets

Explore our ever-growing library of Sage Intacct workflow widgets that you can customize, use as-is or simply build your workflow from scratch. No-code required.

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Expense Reports

The expense report widget allows for mobile and web submission of GL and job coding reimbursable expenses. These expenses can be sent through a workflow

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Training Video Course

Do you have training videos that you want your employees to review and answer questions? Maybe even sign an acknowledgment that they have reviewed the

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Field Notes with GPS

Documenting field events and activity is a great way to create confirmations of safety protocols being followed. In the field note with the GPS widget,

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Safety/QAQC Incident Form

Hopefully rarely used, but when safety incidents happen documentation and reporting are key. Use this safety incident form to gather data and photos, create collaboration

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Existing Deficiency Form

The existing deficiencies form is designed to document the state of a location prior to work being done, or document that a previously reported QAQC

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See Something Say Something

See something say something is a company strategy to allow anyone in the company to document safety or quality issues that can negatively impact a

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Vendor Invoice

Vendor invoice offers push and pull integration through Intacct purchasing transaction document types. Vendor invoices can be keyed into Intacct with attachments and routed via

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Quote Builder

Giving customers quotes and estimates while onsite is a great way to win business and gather signoff for work to be completed. With this quote

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Purchase Order Receiver

The Purchasing Definition widget creates with lines so that it may be mapped to existing or future purchasing definition transactions. This widget allows for mobile

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