Customize the Sage Intacct Template

Customize the Sage Intacct template to match your chart of accounts, fiscal year, and reporting structure. These settings apply to the predefined data models, views, dashboards, workbooks, and writeback templates. Install the Sage Intacct template first, then apply the customizations your reports need.

Customization	Purpose
Calculate the opening balance	Calculate each account's starting balance per fiscal year.
Create account group hierarchies	Group accounts into your report categories.
Assign accounts to reporting codes	Assign accounts to the default codes used by financial KPIs.
Set the fiscal year global variable	Label the fiscal year by its start year or end year.
Map project accounts	Report costs and revenues by project.
Map user defined dimension fields	Map your custom Sage Intacct dimensions to the template fields.
Build and load the cube	Refresh the summarized GL data in dashboards and reports.
Add custom table deletions	Remove deleted Sage Intacct records from custom tables.