2021 Sage Intacct Webinar Series

Business Two Discussion Conference Room
  • 4/27/2021
  • 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 noon-1 p.m. CT.


Ashley Klapperick, Senior Intacct Consultant



February 23 – Methods of Tracking Company Credit Cards in
Sage Intacct

Presentation Slides: Methods of Tracking Company Credit Cards in Sage Intacct

Recording*Methods of Tracking Company Credit Cards in Sage Intacct

*Recording is not eligible for CPE credit

Company policies for tracking their credit cards can vary widely. Learn multiple methods of managing company credit cards in Sage Intacct. Discuss options for automated transactions utilizing app-based applications.

Learning objectives:

  • Determine which methods of tracking credit cards best fits your needs
  • Identify how to design a workflow to accommodate all company credit cards based on scenarios reviewed
March 30 – 2020 R4 and 2021 R1 Highlights

Presentation Slides: 2020 R4 and 2021 R1 Highlights

Recording*2020 R4 and 2021 R1 Highlights

*Recording is not eligible for CPE credit

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 may benefit you and your team.

Learning objectives:

  • Explain the features enhancements from Sage Intacct’s 2020 R4 and 2021 R1 releases
  • Identify how to utilize enhancements where they are pertinent to your day-to-day tasks
April 27 – Benefits of Smart Rules and Smart Events

Do you have a situation where you need the system to do one thing on a certain action, but another on a different set of actions? Do you need one transaction to be created from another? This webinar will cover Sage Intacct’s Smart Rules and Smart Events features, which can make both of these scenarios happen.

Learning objectives:

  • Recognize the possibilities of smart rules and events
  • Identify how to build your own smart rules and events
  • Recognize the potential of platform applications
May 25 – Importing Transactions into Intacct With a Breeze

Do you manually enter and update data in Sage Intacct? This webinar will illustrate ways to streamline your data entry processes and transaction maintenance by utilizing CSV templates for uploading into Sage Intacct.

Learning objectives:

  • Identify how to successfully populate Sage Intacct’s CSV templates with data
  • Identify how to upload data into Sage Intacct to process multiple transactions at once
  • Indicate how to troubleshoot upload errors and format issues
June 29 – Allocation Groups to Streamline Your Month-End Allocations

Summer is the time to get outside, enjoy the weather, and relax. Month-end allocations, however, can be a daunting task that eliminates the relaxation aspect. In this webinar, we will review and discuss different methods of completing end-of-month allocations — so you can enjoy some down time.

Learning objectives:

  • Define the difference between Transaction Allocations and Dynamic Allocations
  • Identify how to set up multiple transaction allocations to automate month-end entries
  • Recognize how Dynamic Allocations automates the entire allocation process
July 27 – Intacct Purchasing and Extension to Your Accounts Payable

Keeping up with your organization’s spending habits is hard and a tiring task. Join us in this webinar to review the Purchasing application in Intacct and how it integrates with Accounts Payable to help with tracking the spending taking place inside your organization.

Learning objectives:

  • Describe how Purchasing integrates with Accounts Payable
  • Identify how to set up workflows that eliminate excess spending
  • Associate spending logic within Sage Intacct to automate your business logic
August 31 – Financial Report Writing Tips and Tricks

Report writing can be overwhelming, especially when tasked at the last minute. Join us to learn the ins and outs of Account Groups, calculations and much more — along with some quick ways to create new reports from existing reports.

Learning objectives:

  • Identify how to set up Account Groups to help drive data insight for various types of reporting needs
  • Indicate how to create computations in reports to analyze your data
  • Identify how to use statistical data to drive home the ins and outs of how your organization is performing
September 28 – 2021 R2 and R3 Highlights

Keeping up with the latest enhancements and functionality in Sage Intacct’s quarterly releases is hard to do! We’ve got your back, though, and in this webinar, we’ll review the new features that are most likely to have the greatest impact on you and your team.

Learning objectives:

  • Explain the features enhancements from Sage Intacct’s R2 and R3 releases
  • Identify how to utilize enhancements where they are pertinent to your day-to-day tasks
October 26 – Utilizing Models and Scenarios in SIBP

Are you tired of modeling your budget in Excel? Join us as we utilize Sage Intacct Budget and Planning to create different models in a scenario to determine your budget lines and apply them to your actual budget.

Learning objectives:

  • Identify how to set up scenarios in SIBP
  • Indicate how to create models to determine your budget lines
  • Recognize how to merge scenarios and models into your operating budget
November 30 – 1099s: Celebrate the Season!

This month is the perfect time to reflect on things we are thankful for: family, friends, and how easy it is to process 1099s out of Intacct. In this webinar, we’ll spend more than a moment (60 minutes in fact!) explaining how thankful we are for Intacct’s capabilities to manage 1099s. From setting up vendors properly to printing your 1099s and everything in between, we’ve got the entire process covered and will share our best practices with you.

Learning objectives:

  • Identify how to set up vendors to track 1099 amounts
  • Identify how to run the 1099 report in Intacct and correct incorrect balances
  • Identify how to print your 1099s directly from Sage Intacct
  • Identify third-party applications that Sage Intacct can integrate with to generate and mail 1099s, as well as electronically file with the IRS
December 28 – The Continuous Close: Month-End for the Modern Accountant

In sales, ABC stands for “Always Be Closing.” To make a sale, you should always be trying to close a sale. That’s a great approach for sales, but not for an accounting and finance team closing their books at month-end. Or is it? While the idea of always being in “close the books” mode may not sound appealing, it’s actually an innovative approach to a problem as old as T-charts. In this session, we’ll show you features of Sage Intacct that will help you operate in continuous close mode, which can lead to faster, more accurate, and more efficient closes while also providing you with greater insights into your organization.

Read this related CLA Sage Intacct blog post to learn more.

Learning objectives:

  • Identify how to utilize the new Checklists feature in Sage Intacct to assign tasks and complete an organized and efficient close
  • Explain how Sage Intacct’s new artificial intelligence/machine learning feature, GL Outlier Detection, can be used to validate transaction coding and alert you when transactions diverge from patterns in historical coding
  • Recognize how to integrate your bank feed with Sage Intacct and leverage to continuously monitor and reconcile cash


Recommended CPE: Up to 11 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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