Distribution with Sage Intacct

Applies to:

• Velixo NX
• Sage Intacct

Distribution Lists with Sage Intacct

We can use the Distribution List feature with a desktop installation of the traditional edition of MS Outlook to quickly distribute Sage Intacct reports to a large number of users with a single click.  

Reports can be sent by e-mail or simply saved to a folder in a variety of formats.  We have the freedom to include specific content (i.e., specific worksheets), use different parameters (location, dates, books, dimensions, etc.) based on the recipient.  If needed, highly sensitive data can be password protected.

Example use cases:

• E-mail a monthly performance dashboard in PDF format to the manager of every location of our 200-location business.
• Send detailed financials to our area/group managers in Excel format.
• Prepare a complete financial reporting package for our shareholders, removing Velixo formulas for those recipients without access to our ERP system.
• Archive the final version of our monthly reports to a network share with clear and consistent naming.
• E-mail a PDF version of our project progress report to project managers every week.

These are just some examples of what can be achieved — Report Distribution lists are extremely versatile and powerful, yet very simple to use.

For additional information, see Using Distribution Lists with Velixo NX