Are you and your team spending hours manipulating data or processing standard transactions manually? This recording will illustrate ways to help streamline your data entry processes and transaction maintenance by utilizing CSV templates, along with out-of-the-box Intacct features that could simplify your daily tasks.
At the end of this session, you will be able to:
- Identify how to populate Sage Intacct’s CSV templates with data and upload into the system
- Identify how to troubleshoot import errors easily
- Review standard out-of-the-box features to automate data entry