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.

Inventory

Coming Soon

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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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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Beta

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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Coming Soon

Transfer Request

Need a tool but it’s in use or in inventory back at the office? Use the transfer request widget to request equipment or material, and

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Transfer In/Out

Have a problem with inventory items growing legs and walking out? Use the Transfer in/out widget to pull items and small tools from inventory or

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Coming Soon

Inventory Counts

Have items on location in Conex boxes or on trucks? Allow your responsible field personnel to create monthly or weekly count sheets on their tablet

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Equipment Transfer Form

No more hot potato when it comes to valuable company assets. Use the equipment transfer form to formalize the exchange in possession of equipment with

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Equipment Request

Need some equipment delivered to your job site? Use the equipment request form to document what tool is needed and required by date. Route to

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Beta

Equipment Work Ticket

Is your maintenance technician or manager doing work on your equipment, but no place to put in their time and material usage? Use the equipment

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Equipment Service Request

Equipment down on the job site? Use the equipment service request form to notify the service department of the down with pictures, GPS location, and

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