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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Expense Reports

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

Training Video Course

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

Field Notes with GPS

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,