Sage Intacct and Microsoft® Word have combined forces to help Accounts Receivable, Order Entry, Purchasing, and Inventory Control create custom document templates. Whether you’re looking to create a professional template for printed invoices, sales orders, purchase orders, this powerful duo has you covered. Today, we’re going to walk you through exactly how to modify these forms so you can display and share information exactly how you want.
Note: To avoid errors in your custom document templates, be sure to update the Intacct toolbar before you get started.
Step One: Choose a Word File for Your Custom Document Template
To get started, export a sample document template from Sage Intacct that you’d like to modify to fit your company’s needs. Feel free to use any Word document you’ve created previously or a brand new document. To make it happen, go to Customization Services (or Platform Services) > All > Printed doc templates. From there, click “Export” next to the document template you want to use. Word will take over from here—just follow your browser prompts to open the file. Viola! You’re ready to customize.
Step Two: Customize Your Document Template in Word
When you’re customizing your document template, be sure to take advantage of Word’s formatting capabilities and Sage Intacct’s flexible merge fields. You can easily add certain merge fields that display data from Sage Intacct specific to each of your customers. Then, you can use Word to create tables, add static text, and format your transactional information in a way that creates the most impact. You can even add images (in the form of PNG, JPEG, and GIF) to give your custom document template a branded look and feel.
The Intacct Custom Documents Toolbar makes it easy to add merge fields to your custom document template. (If you don’t see the toolbar, you can install it here). In Word, you’ll simply select Add-Ins > Intacct Toolbar > Log In to access this feature. Once you’re logged in, you’ll position your cursor where you want to insert the merge field and select Intacct Toolbar > Insert Merge Field. Once you’ve made the appropriate selections, click Insert to add the field into the template. If you prefer to add merge fields manually, be sure to use Sage Intacct’s list of viable merge fields to avoid errors.
You also have the option to add your own custom fields. In Sage Intacct, identify the Field ID of your custom field. Then, in Word, press Ctrl+F9 to insert merge field brackets. In between those brackets, type MERGEFIELD followed by a space, and your custom field ID in all caps like this: { MERGEFIELD COMPANY_NAME }.
Step Three: Upload Your Custom Document Template to Intacct
Once you’re done customizing the document template, be sure to save and name it. Now, you’re ready to upload it to the Sage Intacct server. To do this, go to Customization Services (or Platform Services), click the + sign next to Printed doc templates. In Template Name, type a unique name for the document template. You can also add a description of the document template in the Description field. Use the Locale drop-down list to select your native language environment. Select the Default Template checkbox if you want all printed documents for this type of transaction to use this custom document template. Use the Application drop-down list to identify when this custom document template will be used. Select the type of transaction that will use this custom document template from the Template Type drop-down list. Click Choose File in the Upload Template field, locate and double-click the document template you customized in Word. Click Save.
You did it! We hope you found this guide to Sage Intacct’s custom document templates to be useful. If you have any questions about this or other Sage Intacct best practices, reach out to the experts at ACI Consulting.
