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 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 |
|---|---|---|
| Projects | Recognizing Revenue with Projects | Learn about revenue management with Sage Intacct Projects. Review the Order Entry revenue management workflow options, creating revenue activation documents, billing and revenue recognition workflows, Projects reports, and troubleshooting. |
| Processing Expenses with Projects | Teaches project users about the functions of expenses in Sage Intacct Projects. Review the employee record, adding users, creating expense reports, approval workflow for expenses, reimbursing employee expenses, reporting on expenses, and troubleshooting. | |
| Reporting | Getting Started with Custom Report Writer | Teaches the basics of creating a report with the Custom Report Writer. Learn how to add columns, sort and group information, and filter data using the Custom Report Writer. |
| Time and Expenses | Processing Expenses with Projects | Teaches project users about the functions of expenses in Sage Intacct Projects. Review the employee record, adding users, creating expense reports, approval workflow for expenses, reimbursing employee expenses, reporting on expenses, and troubleshooting. |
| Nonprofit | Qualified expenses and Invoicing with Projects and Grants | Teaches project and grant users about qualified expenses and invoicing in Sage Intacct Projects and Grants. Review the invoicing workflow options, creating qualified expense transactions, Project and Grant billing reports, and troubleshooting. |
| Recognizing Revenue with Projects and Grants | Learn about revenue management with Sage Intacct Projects and Grants. Review the Order Entry revenue management workflow options, creating revenue activation documents, billing and revenue recognition workflows, Projects reports, and troubleshooting. |
New product videos
These product videos are found in the Video Library.
| Application | Video | Description |
|---|---|---|
|
Accounts Payable and Purchasing
|
Setup and configure AP Automation with Purchasing | Shows how to set up and configure AP Automation with Purchasing, using AI to match the AR sales invoices from suppliers with the associated purchasing transactions. |
| Automating purchasing transactions using AP Automation with Purchasing | Shows how to use AP Automation with Purchasing to upload and match purchase AR sales invoices. | |
| General Ledger | Set up General Ledger journal entry approvals | Video walks you through setting up approvals for General Ledger journal entries. |
| Nonprofit | Set up and generate restriction releases | Video shows how to set up and generate restriction releases for companies created with the Nonprofit QuickStart. |
| User interface | Explore enhanced lists | Walks you through the enhanced lists feature. Turn on enhanced lists to personalize your list view, leverage advanced filters, and manage list and record details. |
| Sage Intacct Planning | Learn how Sage Intacct Planning uses Mapping to maintain data consistency with Sage Intacct. Learn how to troubleshoot common mapping issues, adjust settings, and ensure accurate budget alignment for seamless data imports and exports. | |
| This overview summarizes the key benefits of using Sage Intacct Planning to prepare your budgets. | ||
| This webinar introduces Sage Intacct Planning and demonstrates some best practices for utilizing Excel, creating groupings in budges, adding new accounts to the budget, budget management, and much more. |
