Complimentary Training

This course familiarizes you with the Sage Intacct workspace and core functionality.

• Duration: .75 hour
• Audio: This course has audio in the demonstrations

Learn how to navigate and perform accounting functions using Sage Intacct.

• Duration: 10 hours
• Audio: This course has audio in the demonstrations
• CPE eligible: 12 credits

Learn how to navigate and perform accounting functions using Sage Intacct.

• Duration: 10 hours
• Audio: This course has audio in the demonstrations
  

Sage Intacct Accounting Specialist Certification Assessment

Earn the ultimate in Sage Intacct Learning by completing the Sage Intacct Accounting Specialist Certification.

• Assessment duration: 90 minutes
• Question format: multiple choice
• Passing score: 80% or higher

This course is designed to teach you the essentials of using the Financial Report Writer to create and manage financial reports.

• Duration: 6 hours
• Audio: This course contains audio
• CPE eligible: 5.5 credits

This course introduces you to the purpose and use of statistical data, budget options, and calculations in financial reports.

• Duration: 3 hours
• Audio: This course contains audio
• CPE eligible: 2 credits

In this course, you’ll create dashboards, add report and chart components, set up performance cards, and manage access to enhance insight and visibility.

• Duration: 2.5 hours
• Audio: This course contains audio
• CPE eligible: 1.5 credits

This course teaches how to import data into Sage Intacct. You'll learn what can be imported, when to import, the steps on how to import data, how to fix import errors, best practices and tips for importing different types of data.

• Duration: 2 hours
• Audio: This course has audio in the demonstrations
• CPE eligible: 2 credits

This course teaches you how to work in the Sage Intacct multi-entity shared environment to navigate the system, create transactions and data records, manage entities, and configure inter-entity transactions.

• Duration: 2 hours
• Audio: This course has audio in the demonstrations

This course demonstrates how users can create transaction definitions with advanced workflows in the Order Entry and Purchasing applications.

• Duration: 1 hour
• Audio: This course contains audio

This course teaches how to give users the access they need to manage data and reports in Sage Intacct.

• Duration: .75 hour
• Audio: This course contains audio

This course teaches AP specialists how to create vendors, enter purchase requisitions and orders, enter bills, enter advances, and pay bills.
*Note this content is also covered in Sage Intacct Fundamentals On-demand (NA) and (UK)

• Duration: 2 hours
• Audio: This course has audio in the demonstrations

This course teaches accountants and AR specialists how to create customers, enter items and pricing, enter sales orders and quotes, enter invoices, process adjustments, and process payments.
*Note this content is also covered in Sage Intacct Fundamentals On-demand (NA) and (UK)

• Duration: 2 hours
• Audio: This course contains audio

Learn how to prepare for a budget, create a budget, add budget details, and report on a budget.

• Duration: 5 hours
• Audio: This course contains audio

This course teaches users about the functions of Sage Intacct Projects. You will review the project record, adding projects, workflow examples, creating tasks, and Project reporting considerations.

• Duration: .75 hour
• Audio: This course has audio in the demonstrations

This course teaches you the basics of creating a report with the custom report writer. You will learn how to add columns, sort and group information, filter data using the custom report writer. You’ll also learn how to prompt users for input when running a report, save reports, and add reports to menus and dashboards.

• Duration: 1 hour
• Audio: This course contains audio

Learn how to designate a vendor as a 1099 vendor, enter 1099 transactions, how to find and fix errors, and about templates enable you to add or update large amounts of 1099 data quickly.

• Duration: .25 hour
• Audio: This course contains audio

Get tips on how to verify your 1099 information before printing 1099 forms. See demonstrations on running 1099 reports and generating 1099 files for eFiling and where to find out where to purchase forms required by the IRS.

• Duration: .12 hour
• Audio: This course contains audio

This course teaches users about the functions of expenses in Sage Intacct. You will review the employee record, adding users, creating expense reports, approval workflow for expenses, reimbursing employee expenses, reporting on expenses, and troubleshooting.

• Duration: .50 hour
• Audio: This course contains audio