Get started with Accounts Receivable

Welcome to Sage Intacct Accounts Receivable! We'd like to share some resources to help you get started:

• Training courses with Sage University designed to help you learn about Accounts Receivable.

• Videos that show you how to perform some of the basic Accounts Receivable tasks.

• Quick links to help topics and product tours.

Follow the learning path toward success

Sage University provides training that you can take at your own pace. Our training helps you develop the skills and knowledge that you need to work effectively and efficiently in Sage Intacct.

Sage University offers learning paths designed for specific areas of Sage Intacct, including Accounts Receivable.

View the Accounts Receivable Specialist learning path

The Accounts Receivable Specialist learning path includes courses that you can take for each step toward success.

1. Go to the Accounts Receivable Specialist learning path.

   You'll need to connect to Sage University to view the learning paths.

2. Scroll to Learning paths and select the Accounts Receivable Specialist role.

Accounts Receivable learning path courses

Some courses offer activities, which give you hands-on practice.

• Get started: Getting started with Sage Intacct

• Core learning: Processing Accounts Receivable

• Additional learning:

  • Sage Intacct Fundamentals (NA)
  • Sage Intacct Fundamentals (UK)
  • Using and Maintaining a Multi-Entity Shared Environment

Watch videos to learn the basics

The Video library contains short demonstrations of common tasks, and there's no registration required.

The Accounts Receivable videos show you how to perform basic tasks like entering a customer, adding an AR sales invoice, or making a payment.

Get Accounts Receivable help

Our Help Center includes both basic and in-depth information on Sage Intacct features and functions.

The Accounts Receivable help includes information and instructions from adding and setting up customers to receiving payments, and more. Read more about Accounts Receivable and how to get your job done:

• About AR sales invoices - Understand how AR sales invoices move in Sage Intacct, get quick instructions on common tasks, and learn where to go next.

• Receive payments - Learn the process and workflow of receiving payments from customers in Sage Intacct. You'll also see links to resources and instructions to common tasks.

• Reports - Find out how to customize and run Accounts Receivable reports, such as the AR Ledger and Customer Aging reports.

Check out what's new

The release notes have the latest updates and features in Sage Intacct. All the information is organized by release and application.

View the release notes.