training and videos

New training and videos

At Sage Intacct, we get how vital it is to have in-depth and best practice learning available to make sure you get the most out of Intacct.

Access new and updated self-paced, on-demand courses that guide you through specific tasks and features.
View 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
Company	How to use the Import service	Explore the import service in Sage Intacct and its key capabilities for managing data imports. This course covers locating import templates, mapping file fields to SI fields, and reviewing data before import to help ensure accurate and efficient processing.
Company	Managing Users, Roles, and Permissions	(Updated content) Learn how to create and manage users, roles, permissions, and user groups in Sage Intacct. This course covers user access and administrative privileges, along with best practices for maintaining access across your organization.
Order Entry	Using Revenue Management with Order Entry	Coming soon! Explore how Sage Intacct generates revenue recognition schedules from transactions and how you can review and manage those schedules. Learn about common tasks such as posting revenue and, depending on your permissions, editing, holding, resuming, reallocating, and terminating revenue recognition schedules.
Reporting	Building Financial Reports	(Updated final activity) This course is designed to teach you the essentials of using the Financial Report Writer to create and manage financial reports. In addition, this course teaches you how to create graphs, dashboards, and performance cards to provide insight into your organization's performance.

New product videos

These product videos are found in the Video Library.

Application	Video	Description
Basics	Get to know your Sage Intacct company	This video helps familiarize yourself with a Sage Intacct company instance. You will learn how to identify and navigate key organization elements and review core applications and dimensions.
Accounts Payable and Purchasing	Prepaid expense amortization for AP and Purchasing	This video shows how to use the Prepaid expense amortization feature.
Accounts Receivable	Process a customer refund	This video walks you through how to process a refund in Accounts Receivable.
Company and Administration	Navigate the Sage Intacct Accountant console	This video shows how to navigate the Sage Intacct Accountant console and access client instances without signing into each company individually.
Construction	Configure Advanced Retainage	This video walks you through how to set up multi-tiered retainage calculations in Sage Intacct Construction.
Construction	Calculate Multi-rate Retainage with Advanced Retainage	This video walks you through configuring and managing multiple retainage rates using the Advanced Retainage feature.
Order Entry	Event-based revenue recognition and delivery status	This video shows how revenue recognition timing is affected by product or service delivery status.
	Create a transaction and generate a revenue schedule	This video shows how to complete a revenue recognition workflow to create a transaction and generate a revenue schedule.
	Manage revenue schedules	This video shows how to manage revenue schedules while maintaining accuracy and compliance.
	Create a billing group and define the schedule	This video shows how to configure billing groups to automate recurring billing for multiple customers with shared preferences.
	Add charges to a billing group	This video shows how to add different types of charges to a configured billing group.
	Review generated invoices and manage billing groups	This video walks you through how to generate invoices, review invoice runs, and manage billing groups.
Reporting	Accounts and Dimensions in Sage Intacct	This video demonstrates how dimensions allow for detailed grouping, sorting, and filtering and how they are separate from accounts.