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.

Application Course Description
Reporting Getting started with Interactive Visual Explorer (IVE) This course is designed to teach you the essentials of using the Interactive Visual Explorer to view, create, and manage visual boards. In addition, this course teaches you how to build a presentation using your visual boards. You will see how to use filters, functions, and calculations to create visual boards for analyzing data, identifying trends, and providing visual insights into your financials.

New product videos

These product videos are found in the Video Library.

Application Video Description
Budgets and Spending Create default budget reporting periods Video demonstrates the process of creating default budget reporting periods in Sage Intacct, which include monthly, quarterly, and yearly options.
Import budget reporting period Video shows how to import budget reporting periods into Sage Intacct.
Add a budget and manually add budget details Video shows how to add a new budget to the system and manually add budget details.
Customization and Platform Services Why use the Sage Intacct REST API Video shows the advantages of using the Sage Intacct REST API.
Fixed Assets Import historical fixed assets Video shows how to import fixed assets that were partially deprecated in a different system into Sage Intacct.
Inventory Supplies Inventory workflow overview This video provides an overview of Sage Intacct Supplies Inventory and walk through the workflow process.