training and videos

New training and videos

At Sage Intacct, we get how vital it is to have in-depth and best practice learning that enhance your use of Intacct. To that end we recently:

Provided access to new and updated self-paced, on-demand courses that guide you through specific tasks and features.
Added new product demo videos to help you get up and running on a variety of tasks.

New course format coming soon

The Sage Intacct Fundamentals training is transitioning into 5 separate courses giving you more flexibility to complete the topics that apply best to your role. These new courses will be:

Managing Journal Entries and the General Ledger (NA and UK)
Managing Cash (NA and UK)
Running Reports in Sage Intacct (NA and UK)
Processing Accounts Receivable (NA and UK)
Processing Accounts Payable (NA and UK)

New and updated training courses

You can find these new and updated training courses at Sage University.

You'll need to log in to Sage University with your Sage account.

Application	Course	Description
Accounts Payable and Purchasing	Automating AP and Purchasing	Our Automating Accounts Payable course is now Automating AP and Purchasing, with the inclusion of AP Automation with Purchasing Automation. This powerful new feature lets you upload purchasing documents and automatically match them to existing purchase orders. Streamline your workflow and reduce manual entry with this enhanced capability.

New product videos

These product videos are found in the Video Library.

Application	Video	Description
AI and Automation	Simplify the close with Close Automation: Close Assistant	Video shows how Close Automation accelerates the monthly close process.
AI and Automation	Simplify the close with Close Automation: Variance Analysis	Video shows how Close Automation conducts variance analysis, alerting users when spending exceeds budget through email notifications.
Accounts Receivable	Receive a payment	Video shows how to receive a payment.
	Receive a payment to multiple customers	Video walks you through how to receive a payment to multiple customers.
	Receive a payment with a credit	Video walks you through how to receive a payment with a credit.
	Apply a discount to a payment	Video shows how to receive a payment and apply a discount.
Budgets and Spending	Add a budget and compute budget details using past period actuals	Video shows how to add a new budget to Intacct and add budget details manually by computing from past period actuals.
	Create a budget to actual report	Video shows the process of creating a financial report to track how actual data is performing against budget details.
	Create a budget forecast report	Video shows the process of creating a financial report that includes actual and budget data for forecasting purposes.
Company and Administration	Import General Ledger journal entries with the import service	Video provides a step-by-step guide on importing General Ledger journal entries into Sage Intacct using the import service.
General Ledger	View statistical journals and accounts	Video shows how to view statistical journal entries and statistical accounts.
General Ledger	Add statistical journal entries	Video shows how to create statistical journal entries and run a General Ledger report to view those entries.