Best practices and daily routine

Security

• Enable two-factor authentication on your Sage Intacct account and never share your credentials or codes.
• Respect separation of duties: preparing, approving and signing are three distinct roles.
• Confirm any IBAN change through another channel before approving it.
• Use delegations rather than lending your account while you are away.

Recommended daily routine

1. Check the dashboard and the cash position.
2. Process pending approvals and signatures.
3. Clear the review queue.
4. Check payment status reports and errors in the Intacct log.