• Mass Conversion

    Mass convert Purchasing and Order Entry transactions

  • Mass Conversion for Sage Intacct streamlines transaction conversions by allowing you to convert large volumes of Purchasing or Order Entry transactions to another transaction type with a single click. Supporting all transaction workflows, including purchase orders to vendor invoices and sales orders to sales invoices, Mass Conversion automates and simplifies the conversion process for a more seamless, hands-off workflow.

    Key Benefits:

    • Batch-convert transactions from one type to another using the dashboard interface or by importing transaction details from a CSV file
    • Override transaction date, posting date, due date, and vendor document numbers for more control over the conversion process. 
    • For Purchasing transactions, perform automatic variance checks for dollar amounts and percentages with customizable thresholds.
    Contact us to get started: budigitalmarketplace@bakertilly.com

    System Requirements:
    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License; However, users must enable Sage Intacct Platform Services.

    Price:
    Please contact for pricing.

    Integration Approved Countries:
    Australia; Canada; United Kingdom; South Africa; New Zealand; United States; South Africa;

    About:
    Baker Tilly has been recognized by Sage Intacct as its Partner of the Year from 2014-2023. By leveraging our collective passion, human ingenuity, and experiences Baker Tilly helps clients navigate business transformation with modern, innovative solutions and products all built around Sage Intacct’s best-in-class financial applications allowing them to grow and enhance their organization’s value. Go there. Start here.


    Phone: (713) 744-8403
    Website: https://www.bakertilly.com/specialties/sage-intacct
    Year Founded: 1931
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