Video Library

3:29

Create a savings account

Shows how to create a savings account.

2:56

Connect a cash account to bank feeds

Connect a bank account to bank feeds, with best-practices for setup.

2:48

Create a journal entry from a bank feed

Walks through how to create a journal entry from a bank transactions download using bank feeds.

8:17

Reconcile a bank account manually

Shows reconciliation, matching and partial matching, plus creating additional txns.

7:16

Reconcile a bank account using Bank Transaction Assistant

Shows how to reconcile a bank account using the Bank Transaction Assistant to import a file.

4:26

Reconcile a bank account using an import (Classic)

Shows how to reconcile a bank account using an import file (no audio).

3:15

Resolve unmatched transactions

Shows how to create Intacct transactions for bank interest or fees during reconciliation (no audio).

1:49

Match multiple txns to one txn

When a single bank transaction represents multiple Intacct transactions, match them in a group.

3:50

Reopen the last reconciliation

Best practices for reopening the last reconciliation to make changes (no audio).

2:59

Reopen multiple reconciliations

See required reopen permissions and what happens when you reopen more than one reconciliation.

56:20

Webinar: Bank reconciliation series - Getting started

Experts discuss the basics of bank reconciliation and walk through the process.

54:56

Webinar: Bank reconciliation series - Adding bank data

Learn how adding bank data can help make your reconciliation process more efficient.

58:14

Webinar: Bank reconciliation series - Automation

Learn about automating the reconciliation process with rules and Bank Transaction Assistant.

5:43

Reconcile a credit card manually

Shows how to manually reconcile a credit card account in Sage Intacct.

2:34

Pay off a credit card

Shows how to pay off a credit card.

2:52

Credit card reconciliation: Connect to bank feeds

Enable feeds for a credit card account, with best practices for first-time setup.

2:59

Reconcile a credit card with bank feeds

Reconcile a credit card with bank feeds and match transactions.

2:43

Credit card reconciliation: Filter transactions

Filter transactions based on their status, type, or other attributes.

2:50

Create a Match rule

Shows how to create a Match rule that you can use to match downloaded transactions from a bank feed.

4:20

Create a Create rule

Shows how to create a Create rule to automatically generate journal entries from bank transactions.

2:44

Create a rule set

Shows how to create a rule set and assign it to a bank account.