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.

Accounts Payable

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Job Change Orders

The job change order is similar to the change request, this is a more formal document that introduces portal collaboration with signature acknowledgment by both

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Change Requests

Changes happen on job sites and many companies are left sending texts, making phone calls, and giving verbal notices to proceed without proper documentation and

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Material Request

Need material on the job site? Is it urgent? When do you need the materials by? Material request forms can create documented and collaborative processes

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Receiving

Most companies haven’t implemented field receiving, but with the receiving widget now this process is a breeze. Select the purchase order for the materials, enter

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Subcontractor Write-up Form

The Subcontractor write-up form is designed to document issues related to a subcontractor’s performance on the job. Gather pictures and GPS stamps to better document

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Vendor Setup

Use the Vendor Setup to request the setup of a Vendor in Intacct. Send Requests for approval and review by the accounting department and automatically

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Subscription Management

Many companies have racked up countless monthly subscriptions and keeping track of them, the employee sponsor, and validity can be a challenge for companies. The

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Vendor Invoice Entry

Vendor invoice entry allows companies to set up portal experiences to allow the vendor to enter in their invoice details and attach an image copy

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