Frequently Asked Questions

SmartCare support is delivered primarily in English. Some BTerrell team members are bilingual and may be able to assist with Spanish or Chinese support needs when available.

Standard SmartCare support hours are 8:30 a.m. to 5:30 p.m. Central Time. For urgent requests, the SmartCare team may provide support outside normal business hours when needed.

Most SmartCare team members are based in Dallas, Texas in the United States.

Yes. BTerrell can provide on-site Sage Intacct training and support when needed. On-site services should be arranged in advance, and related travel expenses are billed separately.

The best way to contact the SmartCare support team is through the BTerrell support email. A SmartCare consultant may schedule a virtual meeting when more detail is needed to understand the request, troubleshoot the issue, and recommend the right solution.

Report development time depends on the report requirements, data structure, and level of complexity. Some Sage Intacct reports can be completed in about one business day, while more complex reports may take more than a week.

Resolution time depends on the details and complexity of the ticket. Some issues can be resolved quickly by BTerrell consultants, while software-related issues may require support from Sage as the software publisher. BTerrell consultants provide updates and communicate regularly so Members know what to expect.

SmartCare support tickets are prioritized based on urgency. Response time may vary, but Members can typically expect a response within 5 minutes to 8 business hours, depending on the priority and complexity of the request.

Your support tickets are handled by certified Sage Intacct consultants who understand both accounting and the Sage Intacct system. They help troubleshoot issues, answer questions, and recommend practical solutions to improve your Sage Intacct experience.

Yes. When you start with BTerrell SmartCare, you are assigned a customer success manager and a dedicated onboarding consultant to help with your highest-priority Sage Intacct needs. After onboarding, you can submit requests through the BTerrell support portal, and requests are assigned to the right team member based on availability and Sage Intacct expertise.

Many Members see value quickly through a system review, report request, training session, configuration improvement, or support answer. The long-term value comes from having an ongoing Sage Intacct partner as business needs change.

SmartCare can help Members improve Sage Intacct reporting, reduce manual work, train users, improve system configuration, add modules or entities, and create more confidence in financial information.

The first step is usually a review of your current Sage Intacct environment and the challenges your team is facing. This helps BTerrell understand your support, configuration, training, and reporting needs before recommending the right SmartCare approach.

Start by contacting BTerrell and explaining what you need help with, such as Sage Intacct support, reporting, dashboard development, configuration, training, new modules, or post-go-live improvements.

BTerrell SmartCare helps Members build Sage Intacct reports and dashboards when the standard reporting tools are not producing the information they need. It is designed for finance teams that need clearer, more useful reporting from Sage Intacct.

No. BTerrell SmartCare can also help companies that are already live on Sage Intacct. It can be used for new modules, new entities, process changes, reconfiguration, or improvements to an existing Sage Intacct setup.

BTerrell SmartCare helps Members understand Sage Intacct quarterly updates, learn new features, train users, and decide which changes may affect their finance processes or system configuration.

BTerrell SmartCare covers Sage Intacct setup, configuration, and improvement. BTerrell consultants help Members start new Sprints, configure new modules, add entities, improve processes, or extend an existing Sage Intacct environment.

BTerrell SmartCare helps improve confidence by supporting proper Sage Intacct configuration and building reports or dashboards tied to reliable financial data. The goal is to help finance teams trust the numbers they use to make decisions.

Yes. BTerrell SmartCare helps Members adapt Sage Intacct as business needs change, including new entities, new users, new modules, updated processes, and changes from Sage Intacct quarterly releases.

Yes. SmartCare gives your team ongoing support and training after the Initial Sprint. BTerrell can help users understand Sage Intacct, improve workflows, adjust configuration, and build the reports needed for daily finance work.

BTerrell SmartCare helps with common Sage Intacct challenges such as unanswered support needs, confusing configuration, user training gaps, missing reports, dashboard requests, new module setup, quarterly release changes, and post-go-live process improvements.

A monthly Sage Intacct support membership helps companies control costs and get help faster after the Initial Sprint. Hourly consulting can become expensive and difficult to budget when support, reporting, training, or configuration needs come up often. BTerrell SmartCare provides ongoing access to Sage Intacct expertise for one predictable monthly investment, helping companies solve issues, make improvements, and reach their goals more efficiently.

BTerrell SmartCare is an ongoing Sage Intacct support membership, not a one-time Sprint. SmartCare is designed to provide continuous support, training, reporting, and system improvement as your Sage Intacct needs change.

BTerrell SmartCare is designed as a monthly membership, not a traditional hourly support model. This helps Members ask questions, request help, and improve Sage Intacct without worrying about every interaction becoming a separate hourly bill.

Yes. SmartCare combines Sage Intacct support, training, configuration help, and report or dashboard development into one monthly membership instead of separate hourly invoices for each request.

BTerrell SmartCare is delivered for one predictable monthly price. The membership is designed to make Sage Intacct support, training, configuration, and reporting easier to budget.

BTerrell SmartCare Members contact BTerrell for Sage Intacct support. Members work with consultants who understand Sage Intacct and can help with support questions, training needs, configuration changes, and reporting requests.

BTerrell starts by reviewing your current Sage Intacct environment. The goal is to understand, improve, extend, or correct your existing configuration without unnecessary disruption.

A Sage Intacct partner helps you keep the system aligned with your business as your processes, users, reports, entities, and modules change. BTerrell SmartCare gives you ongoing help so you do not have to figure out Sage Intacct alone.

BTerrell SmartCare is designed for companies that went live on Sage Intacct and then needed more help. It gives you ongoing access to Sage Intacct consultants for questions, changes, training, reports, and business process improvements.

No. You can keep your existing Sage Intacct subscription with Sage. BTerrell SmartCare adds support and consulting services around the Sage Intacct system you already use.

Yes. BTerrell SmartCare is built for Sage Intacct direct customers who subscribe through Sage but want an experienced Sage Intacct partner for support, training, configuration, and reporting.

BTerrell SmartCare is both support and a consulting service delivered as an ongoing membership. It goes beyond answering tickets to include Sage Intacct configuration help, training, reporting, and continuous system improvement.

Sage Intacct is the accounting and financial management software. BTerrell SmartCare is the partner service around the software, helping Members configure Sage Intacct, train users, solve problems, build reports, and keep improving after go-live.

BTerrell SmartCare includes Sage Intacct support and training, Sage Intacct report and dashboard development, and Sage Intacct setup, configuration, and improvement Sprints.

BTerrell SmartCare is for mid-size companies that use Sage Intacct and need help after go-live. It is especially useful for Sage Intacct direct customers who bought Sage Intacct directly from Sage and do not have a dedicated Sage Intacct partner.

BTerrell SmartCare is an ongoing Sage Intacct support membership from BTerrell Group. It helps Sage Intacct Members with support, training, configuration, system improvements, and report or dashboard development for one predictable monthly price.

A list of pain points and your current Sage Intacct order schedule.

Schedule a call with BTerrell. We provide advisory guidance and pricing within one business day.

Yes.

Yes. Sage Intacct is a best-in-class ERP system with many built-in functions to reduce manual work, but many companies underuse those features. BTerrell SmartCare helps identify the gap and proposes solutions.

Contact BTerrell SmartCare. Our consultant will work with you to troubleshoot the issue and identify solutions.

Yes. BTerrell SmartCare is built for Sage Intacct direct customers who subscribe through Sage but want an experienced Sage Intacct partner for support, training, configuration, and reporting.

No. You can keep your existing Sage Intacct subscription with Sage. BTerrell SmartCare adds support and services around the Sage Intacct system you already use.

An experienced BTerrell consultant accesses your Sage Intacct environment to review configuration, transaction behavior, and reports built in the system. A meeting follows to explain the findings and understand your priorities, and a documented list of action items is delivered for your future use.

BTerrell SmartCare covers user and license management.

The BTerrell team can build financial reports, dashboards, management reports, operational reports, and more, as long as they're supported by Sage Intacct's built-in report writer.

BTerrell SmartCare is more than support. Your support ticket is directly handled or reviewed by a certified Sage Intacct consultant with deep knowledge of business and software. It also includes premium services like consulting, configuration, report creation, and training.

SmartCare is designed for Sage Intacct direct customers. If you contracted with an existing partner, we work together to identify the right path forward.

BTerrell SmartCare is designed for companies that went live on Sage Intacct and then needed more help. It gives you ongoing access to Sage Intacct consultants for questions, changes, training, reports, and business process improvements.

BTerrell SmartCare covers user training. It can be arranged for a specific employee or a group of employees, delivered virtually or in person.

BTerrell SmartCare helps Members with configuration changes, training needs, new user setup, process improvements, and guidance on Sage Intacct updates.

BTerrell SmartCare covers Sage Intacct report and dashboard development. It helps finance teams design and build reports, dashboards, and financial views that make Sage Intacct data easier to use.

If you purchased Sage Intacct from the publisher, you can use the support portal Sage provides. Several Sage partners support their own Members as well as Sage's direct customers. BTerrell is one of them.

Partner with a certified Sage Intacct consulting company, like BTerrell. BTerrell has deep knowledge of business and product.