2020 Sage Intacct Webinar Series

Woman at Computer in Conference Room
  • 8/25/2020
  • Webinar
  • Hosting Speaking

Join us for these complimentary webinars, which will highlight product updates, capabilities, and best practices using Sage Intacct.


Each webinar will take place from 10-11 a.m. CT.


April 28 – 2019 R4 and 2020 R1 Highlights

Learn how Sage Intacct is evolving and scaling right along with you through technology and process innovation. Take a walk with us as we discover what’s new and the impact it can bring to you and your organization.

Learning objective:
Identify new enhancements within Sage Intacct for better insight, flexibility, control, and compliance.

View recording and download slides.

* Recording not available for CPE.

May 26 – Do’s and Don’ts of Importing Transactions into 
Sage Intacct

Do you manually enter and update data in Sage Intacct today? We illustrate ways to streamline your data entry processes and record maintenance by utilizing CSV templates for uploading into Sage Intacct.

Learning objective:
Increase efficiency and save time by recognizing Sage Intacct import templates and best practices.

View recording and download slides

*Recording not available for CPE.

June 30 – Dynamic Allocations

Gain a better understanding of utilizing the after-the-fact allocation tool to save time and effort.

Learning objective:
Recognize after-the-fact allocations utilizing Sage Intacct Dynamic Allocations.

View recording and download slides

*Recording not available for CPE.

July 28 – Sage Intacct Purchasing with Bill.com

Are you currently looking to automate your payment processing? Take a look at Sage Intacct Purchasing process controls and the Bill.com integration for extra control and automated payment processing.

Learning objective:
Describe Bill.com integration and Sage Intacct Purchasing to add more automation, control and insight into spending throughout your organization.

View recording and download slides

*Recording not available for CPE.

August 25 – Sage Intacct and Expensify

Looking for an employee expense application to automate expense approvals and reimbursements? This webinar will cover the benefits of Expensify and how easily it connects to Sage Intacct for automated insight and visibility..

Learning objective:
Identify the benefits of Expensify and the different connection methods with Sage Intacct.

September 29 – 2020 R2 and R3 Highlights

Don’t have time to keep up with the new enhancements and functionality Sage Intacct pushes out? No problem, we will take a deeper dive into some of the new release highlights that will benefit you and your team.

Learning objective:
Review key performance enhancements from Sage Intacct’s R2 and R3 releases.

October 27 – Sage Intacct Budgeting and Planning

Most clients today manage their budgeting and planning in Excel, which can be easily imported into Sage Intacct (see May 2020 webinar). What if we told you that with the right tools, you and your team can become more agile, quickly adapt to new information, and build out what-if scenarios for deciding on the best course of action?

Learning objective:
Identify efficiencies gained using Sage Intacct’s Budgeting and Planning to establish assumptions, create models, and apply within a dashboard for key decision makers to review.

November 17 – 1099 Best Practices

Everyone’s favorite time of year is right around the corner — you guessed it — 1099 season! Are you ready to file? Don’t panic, November’s webinar will guide you through the necessary steps to get your company 1099 ready!

Learning objective:
Describe how to manage vendor 1099 expenses efficiently within Sage Intacct to streamline 1099 filing at year-end.

December 29 – Best Practices: Month-End Closing

What is the best month-end closing process for your organization? Month-end checklists can help, but sometimes you need more. This session will cover how to determine the best process and delegation of duties to streamline your month-end close.

Learning objective:
Identify the best practice for month-end close within Sage Intacct, along with tips and tricks to resolve discrepancies along the way.



Recommended CPE: Up to 9 credits available: 1 credit Computer Software and Applications per live session
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

* Recorded sessions are not eligible for CPE credit.

View CPE sponsorship information.

Event Cancellation Policy

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