Adding Document Sequences in Sage Intacct

In Sage Intacct, document sequences are used to automatically assign unique numbers or codes to transactions like invoices, sales orders, or purchase orders. This helps ensure that your documents are numbered consistently and automatically, which is essential for keeping accurate records, ensuring proper organization, and meeting compliance requirements.

Watch this short demo video to see how you can add and configure document sequences in Sage Intacct:

Benefits of Using Document Sequences in Sage Intacct:

• Consistency: Automatically ensures that all documents are numbered sequentially, reducing the risk of manual errors.
• Compliance: Helps maintain a proper audit trail and meets regulatory requirements for document numbering.
• Time-Saving: Reduces the need for manual document number assignment, improving efficiency.
• Customisation: You can set up multiple sequences for different document types, allowing you to customize how you manage various document flows within your organisation.
• Tracking: Easily track which numbers have been assigned and which are yet to be used, helping you manage your documentation process better.