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Sage Intacct Purchase Order Management

Full control and visibility of your spending

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From procurement to payment, you're always in control

Cut invoice-to-payment time by 50% and save hundreds of hours on tedious data entry

Enforce and control your processes for purchase requisitions, quotes, orders, returns, and more, with customisable templates and required fields that ensure you don’t miss a step.

Use Sage Intacct Purchase Order Management to set spending limits and maintain budget compliance. Plus, the tailored workflows ensure everyone adheres to organisational requirements.

With Sage Intacct, you hold the purse strings.

Key Features:

  • See the entire purchase management process: For complete end-to-end transparency and better forecasting
  • Avoid overspending and budget breaches: With set spending limits to reduce manual policing and last-minute approvals
  • Customisable, role-based purchasing dashboards: Tailored to your individual needs for relevant insights across the board
  • Connect with accounts payable, cash management and inventory modules: Fewer errors, faster processing and real-time cash flow visibility
  • Monitor budget vs. actuals, and analyse costs: Gain visibility of your entire procure-to-pay cycle, proactively manage spending and identify cost-saving opportunities

Explore Sage Intacct Purchase Order Management:

Is Sage Intacct right for you?

Sage Intacct is ideal for businesses that:

  • Need a cloud system for hybrid and remote working
  • Have multiple entities, locations and companies
  • Are looking to integrate their external systems

Smarter insights. Faster decisions.

Sage Intacct offers you vital control and the information you need to make informed decisions quickly, from core financials to supply chain, production, sales and marketing.

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What is possible with Sage Intacct Purchase Order Management?

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Stay on top of purchasing

Increase accuracy by automating purchasing transactions, data entry, and approvals

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See what matters

Save time and improve your focus with real-time information about vendors, orders, and other purchasing information

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Maintain customised control

Improve financial control with templated and custom purchasing management workflows

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Built for enhanced productivity, visibility and growth

Create predefined transaction and purchase workflows, to speed up processes and improve accuracy.

Additionally, the comprehensive suite of dashboards and reporting tools allow you to monitor budget vs. actuals and analyse costs in real-time.

Access made easy, no more trawling through spreadsheets to find critical information.

The customisable, role-based purchasing dashboards give you a full view of budget performance, quick drill-down access to reports and much more.

Automate your business’s workflows to simplify and accelerate purchase requisitions, purchase orders, and approvals.

Purchase Order Management connects with other modules for accounts payable, cash management and inventory, so there’s no need to enter the same information twice.

Record keeping is easier too, with drag-and-drop functionality and instant access to supporting documents.

The Authentic Intelligence (AI) difference

Use Sage’s Authentic Intelligence (AI) to automate your approval workflow with transaction definitions

Sage Intacct uses templates for purchasing transactions which contain the accounting rules, workflow settings, and other configuration settings that determine the transaction’s behaviour. The workflow rules ensure your purchase orders pass through the appropriate stages of the approval process automatically.

Tired of manually matching purchase orders to the associated purchase invoice?

Sage Intacct’s 2-way matching automatically matches your purchase orders and invoices as your upload invoices.

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What’s next?

Now you have decided Sage Intacct is for you, what's next?

This is where we come in. The PKF Smith Cooper Systems team will guide you through demos, bespoke quotes, project scopes, implementation and eventually going live with your new Sage Intacct system. Along the way, you will have a dedicated account manager, consultant and, once live, you then have access to our incredible support team.

Explore our services below to discover more about our Sage Intacct team.

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Take Sage Intacct further!

Sage Intacct is an powerful piece of software on its own, but the additional modules and integrations go one step further

From bespoke development to integrations, there’s a lot we can do to tailor Sage Intacct to your specific needs.

Explore more of our services, empowering your Sage success.

Support

Supporting your Sage software is our business.

Whether you're running Sage 200 or Sage Intacct, the smooth operation of your software is essential to the continuity of your business.

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  • Year-end assistance
  • Access to our Customer Portal
  • Remote connection software

Development

From Concept to Code, We Build What You Need.

Whether you're looking to streamline a business process, connect Sage to another system, or tweak how your software works day-to-day, our development team is here to make Sage work smarter for you.

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  • Accredited Sage Developers
  • Award-winning team
  • Proven track record of delivering solutions

Consultancy

Optimising your business with expert Sage consultancy

We’re a multi-award-winning Sage Business Partner, helping businesses across the UK get the very best from their Sage software. We combine expert knowledge.

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  • Technical Installation and Setup
  • Data Migration
  • System Training

Project Management

Stay Informed, Empowered and In Charge.

Project Management is a critical element to any software project. Regardless of the size and scale, working to an agreed plan and schedule is essential to achieving a successful outcome for all stakeholders.

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  • Enhanced Communication
  • Risk Mitigation
  • Quality Assurance

Client Services

Putting customers first, every step of the way.

Since our launch in 2014, we’ve driven significant growth by staying true to our core ethos: The Good Sage Guys to Deal With.

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  • Faster Response Times
  • Better Communication
  • Peace of Mind

Training

The right training plus the right partner, equals greatness

At PKF Smith Cooper Systems, we specialise in helping businesses like yours maximise the value of their financial systems, because we know that even small errors can have big consequences.

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  • Half day or full day sessions
  • Group sessions or one-on-one deep dives
  • Empower your team

Using PKF [SCS] made our transition to Sage as streamlined as we could have hoped. The bespoke integration between our traffic management system has made Sage the perfect solution for us. I would also like to say the aftercare has been second to none. Nothing is too much trouble. Thank you.

Lauren Marshall

at B.J Waters Transport Limited

Good event, great insight and useful information. I would definitely come to these events again in future, thank you.

Ashley Gordon

at The National Forest Company

PKF Smith Cooper Systems: absolutely fantastic from initial contact, webinar and finally conference. Met a number of key people after initial signpost from cheekily calling MD on his mobile – he took time to listen! Impressed by the process, presentations getting us to the right upgrade product. Looking forward to understanding what can be done on price for a growing SME charity £8m to in 25/26. Had significant amount of time from Sam Pidgeon and Philippa. Including a demo on Intacct plus explanation of proof of concept. Excellent overall, well worth the time.

Bev Swift

Interim Finance Director at The National Forest Company

Using PKF Smith [Cooper Systems] as our implementation partner enabled the journey to Sage Intacct to be a straight forward and painless experience.

Jayne Woodhouse

at B.J Waters Transport Limited