Build Accurate Budgets Using GL & Dimension History in Sage Intacct
Автор: Velixo
Загружено: 2026-01-09
Просмотров: 5
Create budgets that reflect real-world operations using historical GL and dimension data from Sage Intacct.
In this video, see how Velixo helps you build flexible, accurate budgets using familiar terminology, and write them back to Sage Intacct in one click.
Budgeting isn’t just about combining GL accounts and dimensions. This walkthrough shows how to use lists with history to include only relevant combinations, structure budgets in a way that makes sense for your organization, and maintain full control and efficiency throughout the process.
You’ll also see how easy it is to verify budget data after writeback, ensuring confidence and accuracy in your final numbers.
Series: 3 Minutes with Velixo - real ERP use cases, practical workflows, no fluff.
00:00 Budgeting in Real Life
01:12 Control and Efficiency
01:54 Flexible Budget Layouts
03:41 Writing Back to Sage Intacct
04:43 Verification of Budget Data
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