• Baker Tilly Refund Manager

    A dashboard where any customer transactions can be selected for refund

  • The Baker Tilly Refund Manager provides a dashboard where any customer transactions can be selected for refund and a refund amount can be chosen. Once processed through the Refunds screen, the application will automate the creation of:

    - Debit memos as needed (to apply to a credit memo for example)
    - Vendor
    - AP Bill (which will be either be selected to pay, or pending approval, based on AP configuration).

    Key Benefits:

    • Automation of Vendor Creation for Refund Processing.
    • Automated tracking of Prior Refunds, and prevention of over-refunding.

    System Requirements:
    Sage Intacct Web Services
    Sage Intacct Platform Services
    Sage Intacct Business Users
    Sage Intacct Core Modules (GL, AR, AP, Cash Management)


    Integration Approved Countries:
    United States;


    Baker Tilly recently acquired AcctTwo, Sage Intacct's top partner. The combined firm is focused on delivering the future of finance and accounting to our customers. Baker Tilly has three main solutions for the midmarket – Cloud-based Accounting Software, Client Accounting Services, and Software Development, all built around Sage Intacct’s best-in-class financial applications. Our dedicated team of over 100 people has helped more than 1,000 organizations optimize finance and accounting through software implementations, accounting outsourcing, and consulting. The practice has been recognized by Sage Intacct as its Partner of the Year from 2014 – 2020 and by our customers as a leader in overall satisfaction and popularity through their reviews on G2 Crowd.

    Phone: (713) 744-8403
    Website: http://www.bakertilly.com/accttwo
    Year Founded: 1931
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