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.

Corporate Management

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Employee Address Update

Things change. Employee details change. Create an easy way for employees to update their contact information as part of the employee management process group.

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Salary Change Request

The salary change request form is designed to be the second part of a two-part process where the employee is given a performance review. If

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PTO Requests

Got vacation or maybe just a habit of leaving early? Lets this PTO form create a formal way to keep track of and uphold your

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Weekly Manager Reports

Weekly Manager Reports is a great way to create transparency in an organization. The Weekly Manager report creates a weekly mechanism to gather the state

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Quarterly Reviews

Similar to Employee Scorecards, the Quarterly Review is a more detailed employee review that is meant to be filled out by an individual as well

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Employee Scorecards

One of the easiest ways to tell an employee how they are performing through the use of Employee Scorecards. Set your rating scales, add evaluation

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Task Form with Resources

Task Form with Resources can be a powerful tool to create tasks that may incur costs such as labor, material, and equipment. These tasks can

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Simple Task Form

The simple task form is designed to create collaborative and customized tasks for burning down business objectives. Customize task questions and statuses, assign them to

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Meeting Minutes with Tasks

Meeting Minutes with Tasks is part of the productivity suite of products designed to empower better meeting structure for your management teams. With the Meeting

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Credit Card Transactions

The credit card widget allows users to submit and code credit card receipts for GL purchases, jobs, and tasks. These receipts route for review based

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