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.

Optimization

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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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Field Invoicing

Work orders from the field can allow your field technicians to invoice customers on-site. The field invoicing feature doubles as a field quote, but also

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Purchase Requisition 

Need to buy something or already purchased something with your company card? create a purchase request or purchasing voucher that can be approved, coded, and

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Purchase Orders

Create purchase orders from your phone, tablet, or desktop and create powerful, collaborative workflows for coding. Once coded, send seamlessly to Intacct purchasing transactions eliminating

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Coming Soon

Staff Timesheets

Staff timesheets allow your in-house personnel to enter in time for projects or spread their salary allocation accordingly across overhead and project time. Time entry

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Job Estimates

Job estimates widget allows field and manages to create estimates or quotes including labor, materials, equipment, and subcontracts from a single form. This form can

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Cost Complete

Measuring cost to complete requires mobile field visibility and collaboration with the back office. The cost to complete workflow widget allows for the seamless submission

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Available Now

Percent Complete

Similar to cost to complete, the percent complete widget allows field and mobile users to pull in last notes and enter in new percent completes

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Coming Soon

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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