• 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

    Requirements:

    Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID. 

    Using this integration also requires that you purchase Sage Intacct Platform Services.

    Price:
    Please contact for pricing.

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

    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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