2024 Sage Intacct Webinar Series

Get the information you need at a glance with Sage Intacct Dashboards. Watch this video to determine the appropriate dashboard to meet your needs. You’ll learn about the different component types and visualizations, how to interact and tell a story with your data, and ways to help avoid data overload.

Learning objectives: At the end of this session, you will be able to:

• Determine the appropriate dashboard to meet your needs
• Identify how to choose appropriate components and visualizations
• Recall how to make informed decisions based on your data

Are you using Sage Intacct Projects? Are you subscribed to parts of the module but feel like you don’t fully use it? Watch this recording to learn how you can use the Projects module to its full potential.

See how you can automate billing by marking time and expenses, journal entries, and expenses as billable back to a customer. Learn what is new and exciting in Projects to fully embrace its capabilities and help run your business effectively with timely and accurate data.

Learning objectives: At the end of this session, you will be able to:

• Recall the setup requirements for project billing
• Review leading practice processes for smooth tracking of billable transactions
• Identify ways to generate reports for different types of billing

Keeping up with Intacct’s releases can be a big task in itself, especially if you’re interested in multiple enhancements. Watch this recording to review release enhancements from 2023 R4 and 2024 R1.

Learning objectives: At the end of this session, you will be able to:

• Explain the features enhancements from Sage Intacct’s 2023 R4 and 2024 R1 releases
• Determine which (if any) enhancements are pertinent to your day-to-day tasks

Are you tired of the tedious reconciliation process involved with reconciling your bank accounts and credit card expenses? Watch this recording to learn more about the power of Intacct’s bank/credit card feeds, and the leading practices surrounding this automated process.

Learning objectives: At the end of this session, you will be able to:

• Explain rules and rule sets to effectively use bank feeds
• Identify how to streamline reconciliations and creation rules
• Identify how to troubleshoot bank feed connection issues with your bank

Having accurate allocations of functional expenses means more than keeping your auditors or executive team happy, it also helps you determine if your money is being put to good use. Since GAAP does not specify which methods may be used to allocate expenses, management needs to make the judgement calls.

In this recording you will learn different approaches of how Sage Intacct Dynamic Allocation can help your organization with month-end allocation of indirect costs.

Learning objectives: At the end of this session, you will be able to:

• Define and set up allocation definitions
• Identify a report to see the before and after impact of dynamic allocations
• Review how to process dynamic allocations

Do you have distinct consolidation scenarios throughout your organization? Are you looking for ways to automate eliminations as part of your month-end consolidation? Learn how either Domestic or Global Consolidations may be able to help.

Learning objectives: At the end of this session, you will be able to:

• Identify the difference between Domestic and Global Consolidations
• Review the configuration and setup of consolidation books
• Identify a whole new set of reporting possibilities

Looking for ways to automate timing of your revenue recognition? Watch this recording to identify what is included in Order Entry Revenue recognition and how timing for revenue recognition can be automated with Project Tasks and Milestones. Embracing the Tasks opens another dimension for data analysis related to project budgets and reporting.

Learning objectives: At the end of this session, you will be able to:

• Identify what is included in Order Entry and Projects Revenue Recognition
• Review Revenue Recognition Templates and Schedules
• Identify additional revenue recognition options with Projects

Does budget season take up a lot of time — whether it’s managing the budget in Excel or collaborating with other team members to finalize the budget? Reduce the Excel headache and the countless calls, meetings, and sharing of files to determine the budget or modifications.

Learning objectives: At the end of this recording, you will be able to:

• Review how Sage Intacct Planning integrates with Sage Intacct
• Determine budget structures to efficiently manage your budget and share with others
• Identify how to use models and scenarios to drive insight in your budget values

Are you caught on the release enhancements Intacct has pushed out since R1 2024? This recording covers the new features and functionalities in both the 2024 R2 and R3 releases.

Learning objectives: At the end of this session, you will be able to:

• Explain the features enhancements from Sage Intacct’s 2024 R2 and R3 releases
• Determine which (if any) enhancements are pertinent to your day-to-day tasks

The Sage Intacct — Salesforce relationship has evolved dramatically over the years. The breadth and depth of Salesforce integrations provide the ability to streamline your day-to-day processes.

Watch this recording to find out how you can shift from day-to-day transactional functions to more strategic functions.

Learning objectives: At the end of this session, you will be able to:

• Review the integration paths
• Recognize the benefits of Salesforce and Intacct automation capabilities
• Review ways to streamline your processes

The holidays are meant to be with family and friends — why spend the time cleaning vendor records or payments for 1099s? In this recording we will review Intacct features for seamlessly managing 1099 vendors. We will cover the entire process — from making sure your vendors are set up correctly to properly printing 1099 forms — and discuss CLA’s leading practices for efficiency and effectiveness.

Learning objectives: At the end of this session, you will be able to:

• Identify how to confirm vendor setup in order to track 1099 amounts
• Discuss the 1099 report in Intacct and correct incorrect balances
• Recall how to print 1099s directly from Sage Intacct
• Identify automated options for electronically filing with the IRS

Watch this recording as we compile a checklist to help efficiently and painlessly maneuver through year-end tasks associated with each process in preparation for the new year.

Learning objectives: At the end of this recording, you will be able to:

• Recall how to use Checklists in Sage Intacct to assign and delegate tasks to be completed in an organized and efficient manner
• Recognize how to wrap up subledger and GL reconciliations
• Review bank reconciliation leading practices