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

Presenter

Ashley Klapperick, Senior Consultant

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

Presenter

Ashley Klapperick, Senior Consultant

Presentation Slides: Benefits of Smart Rules and Smart Events

Recording*: Benefits of Smart Rules and Smart Events

*Recording is not eligible for CPE credit

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 session will cover Sage Intacct’s Smart Rules and Smart Events features, which can make both of these scenarios happen.

Learning objectives:

• Define smart rules and smart events
• Recognize the possibilities of smart rules and events
• Outline the processes for smart events and smart rules
• Identify how to build your own smart rules and events
• Describe the limitations between smart rules and smart events

Presenter

Ashley Klapperick, Senior Consultant

Presentation Slides: Importing Transactions into Intacct With a Breeze

Recording*: Importing Transactions into Intacct With a Breeze

*Recording is not eligible for CPE credit

Do you manually enter and update data in Sage Intacct? This session illustrates 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

Presenter

Ashley Klapperick, Senior Consultant

Presentation Slides: Allocation Groups to Streamline Your Month-End Allocations

Recording*: Allocation Groups to Streamline Your Month-End Allocations

*Recording is not eligible for CPE credit

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. This session reviews and discusses 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

Presenter

Ashley Klapperick, Senior Consultant

Presentation Slides: Intacct Purchasing: An Extension to Your Accounts Payable

Recording*: Intacct Purchasing: An Extension to Your Accounts Payable

*Recording is not eligible for CPE credit

Keeping up with your organization’s spending habits is hard and a tiring task. This session reviews 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

Presenter

Ashley Klapperick, Senior Consultant

Presentation Slides: Financial Report Writing Tips and Tricks

Recording*: Financial Report Writing Tips and Tricks

*Recording is not eligible for CPE credit

Report writing can be overwhelming, especially when tasked at the last minute. 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

Presenter

Ashley Klapperick, Senior Consultant

Presentation Slides: 2021 R2 and R3 Highlights

Recording*: 2021 R2 and R3 Highlights

* Recorded sessions are not eligible for CPE credit.

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

Presenter

Debbie Marsh, Business Software Director

Presentation Slides: Utilizing Models and Scenarios in SIBP

Recording*: Utilizing Models and Scenarios in SIBP

* Recorded sessions are not eligible for CPE credit.

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

Presenter

Ted May, Senior Consultant

Presentation Slides: 1099s: Celebrate the Season!

Recording*: 1099s: Celebrate the Season!

* Recorded sessions are not eligible for CPE credit.

November 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

Presenter

Malcolm Coate, Senior Consultant

Presentation Slides: The Continuous Close: Month-End for the Modern Accountant

Recording*: The Continuous Close: Month-End for the Modern Accountant

* Recorded sessions are not eligible for CPE credit.

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

Presenter

My Huynh, Senior Consultant