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 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 into Sage University with your Sage account.
| Application | Course | Description |
|---|---|---|
| Consolidation | Creating, Running, and Reporting on Consolidations | Teaches you how to create consolidation books, run consolidations, and report on consolidation books. |
| Creating, Running, and Reporting on Advanced Ownership Consolidations | Teaches you how to create ownership structures, modify consolidation books, run consolidations, and report on consolidation books. | |
| Projects | Tracking Time with Projects | Teaches project users about the functions of timesheets and Intelligent time in Sage Intacct Projects. |
| Processing Expenses with Projects | Teaches project users about the functions of expenses in Sage Intacct Projects. | |
| Managing Labor Costing with Projects | Teaches project users about managing labor costing in Sage Intacct Projects. | |
| Billing and Invoicing with Projects | Teaches project users about billing and invoicing in Sage Intacct Projects. | |
| Reporting | Getting Started with Interactive Custom Report Writer | Provides an introduction to building reports using the Interactive Custom Report Writer (ICRW). You will learn about reporting areas, how to navigate ICRW, and how to create a new interactive custom report. |
| Sage Intacct Planning | Navigate Sage Intacct Planning | Provides an overview of the key features and functionalities available in Sage Intacct Planning. |
| Create a budget with Sage Intacct data | Offers an interactive introduction to building a budget with Sage Intacct data. | |
| The budget tree structure | Introduces you to the budget tree hierarchy within Sage Intacct Planning. | |
| Budget line types | Offers an interactive exploration of the essential budget line types in Sage Intacct Planning. | |
| Manage user permissions | Provides an interactive session on user permissions within Sage Intacct Planning. |
New product videos
These product videos are located in the Video Library.
| Application | Video | Description |
|---|---|---|
| Basics | Get the most out of the Sage Intacct Community | Access the Sage Intacct Community to search the knowledge base and get expert answers to your questions. |
Accounts Payable
| Taking advantage of AP Automation | Discover the advantages AP Automation provides to streamline your AP processes using AI and machine learning. |
| Reporting | Introduction to Sage Intacct Reporting | Learn about Sage Intacct's comprehensive suite of reporting tools. |
| Assign ICRW Designer permission to a role | Learn about the different types of permissions available in ICRW and how to grant designer access. |
Customer meetup webinars
We added several recordings of recent customer meetup webinars where experts and Sage Intacct customers share their experiences and best practices.
| Webinar | Description |
|---|---|
| Experts discuss ways to improve efficiency and productivity using Dynamic allocations, Spend management, ICRW, Sage Intacct Planning, and Sandboxes. | |
| Discover key insights and resources to help you successfully get started using Sage Intacct. | |
| Learn how these important pillars can help you advance your knowledge of Sage Intacct. | |
| Learn how to use the Financial Report Writer to create reports that show dimensions on the rows, and account groups and other data in the columns. | |
| Learn how to quickly build a new dashboard with the data and tools you need to improve your productivity. |
