Training: General Ledger

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

The Sage Intacct fundamentals training is divided into 5 separate courses, giving you more flexibility to complete the topics that apply best to your role. These courses are designed to help new users get started with Sage Intacct quickly:

These complimentary courses can be taken in any order, based on your needs. Depending on your location, register for one of the following courses.

If you're operating in the US or Canada, these courses are:

• Managing Journal Entries and the General Ledger (NA)

• Managing Cash (NA)

• Processing Accounts Receivable (NA)

• Processing Accounts Payable (NA)

• Running Reports in Sage Intacct (NA)

If you're operating i the UK, Australia, or South Africa, these courses are:

• Managing Journal Entries and the General Ledger (UK)

• Managing Cash (UK)

• Processing Accounts Receivable (UK)

• Processing Accounts Payable (UK)

• Running Reports in Sage Intacct (UK)

Before you start the training

To access Sage University, you need to log in to your Sage account. Your Sage account, which differs from your Intacct user name and password, uniquely identifies you across many Sage products and services including Sage University.

Connect to Sage University from within Sage Intacct.

1. Go to Help & Support > Sage University.
2. Log in with your Sage account email address and password.
   Select Create account at the bottom of the Login page if you do not have a Sage account.

See Log in to Sage University for instructions on creating a Sage account.

Pause or resume a course

You do not need to complete a course in one session. You can pause and return to the course at any time.

1. Go to Help & Support > Sage University.
2. Select View my transcript.
3. Find your in-progress courses in your learning transcript list and select Open Curriculum.
4. Select Launch to resume a course.

Terminology in courses

Not all courses have their terminology localized yet. For example, you might see vendor instead of supplier. While some terminology might be different, the concepts in the courses are the same. For information on terms that may differ in your location, see Terminology across locales.