Drag from new Outlook to Sage Intacct
Used to dragging files from Outlook to Sage Intacct? New Outlook broke that. Magic Dragin was created to fix it.
Sage Intacct workflow
New Outlook
Upload files
Drop target in Sage Intacct
Quote.pdf
attachment
Drag from new Outlook and drop to Sage Intacct.
Workflow detail
Keep AP support documents moving into Sage Intacct
Finance teams often need invoice backups, approvals, and statements attached to the right accounting record. Magic Dragin reduces the file handling around that upload step.
See finance and accounting workflows →Common upload flows
- Drop invoice PDFs and backup documents into AP workflows.
- Attach approval emails, spreadsheets, and vendor forms.
- Move reconciliation support from email or SharePoint into Sage Intacct.
Files teams usually move
Sage Intacct drag and drop FAQ
Is this useful for accounting teams on Sage Intacct?
Yes. It helps with the high-frequency document handoffs that surround AP, approvals, and month-end support.
Does it change accounting controls?
No. Sage Intacct remains the system of record and controls the upload workflow.
Try it with Sage Intacct in seconds
Install the trial, drag any email or attachment in new Outlook, and see it work immediately. No signup, credit card, or configuration needed.
Drag from the apps your team already uses
