2022 Sage Intacct Webinar Series

Event Detail
  • Date
  • Monthly in 2022
  • Location
  • Webinar
  • Hosting
  • Recommended CPE
  • Up to 12 CPE credits (1 per live webinar), Computer Software and Applications
Businesswoman Using Laptop in Office
Speakers

From core accounting to global financial management, Sage Intacct software can help you transform your business with comprehensive functionality. Join us for these complimentary webinars, which will highlight product updates, capabilities, and common practices using Sage Intacct.

Who should attend

This session is designed for current Sage Intacct users.

Sessions

* Recorded sessions are not eligible for CPE credit.

January 25 - Elevate Your Dashboards
  • January 25, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar

You’ve been successfully utilizing Sage Intacct, processing transactions, completing month-end, and providing clean cut financials. Then, all of a sudden, your department manager requests those dashboards you talked up during implementation. During this webinar, we will help get you started building dashboards your department can use meaningfully and productively.

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

  1. Recall how to strategize what approach to take when building dashboards
  2. Identify how to utilize a variety of dashboard components to build the perfect one-stop shop
February 22 - Working With Sage Intacct Financial Report Writer
  • February 22, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Over the years, Intacct has continually enhanced functionality to its robust financial report writing tool. This session walks through enhancements that may help you improve your reporting packages.

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

  1. Determine style of reports available
  2. Identify how to utilize columns to expand and calculate values
  3. Recognize how to efficiently format reports to provide your team and executive team with clear-cut report packages
March 29 - 2021 R4 and 2022 R1 Highlights
  • March 29, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Haven’t had time to keep up with Intacct’s new release notes? No problem, we will take a deeper dive into some of the key highlights that could benefit you and your team.

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

  1. Explain the features enhancements from Sage Intacct’s 2021 R4 and 2022 R1 releases
  2. Identify how to utilize enhancements pertinent to your day-to-day tasks
April 26 - Budget Line Types in Sage Intacct Planning
  • April 26, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar

In this webinar we dive into the revenue and expense budget line types Sage Intacct Planning uses to help drive your models in the application. If you’re not currently using Sage Intacct Planning, no problem — learn about its capabilities and potential opportunities to develop a future roadmap.

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

  1. Recognize different components of budget line types
  2. Identify revenue budget line types to set up revenue models
  3. Review expense budget line types to budget for employees and employee-related costs
May 31 - Data Integrity Tips and Tricks
  • May 31, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar
  • Recommended CPE
  • 1 CPE credit, Computer Software and Applications

Are you and your team spending hours manipulating data or processing standard transactions manually? This webinar 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:

  1. Identify how to populate Sage Intacct’s CSV templates with data and upload into the system
  2. Identify how to troubleshoot import errors easily
  3. Review standard out-of-the-box features to automate data entry
June 28 - Best Practices on Importing Budgets into Sage Intacct Planning
  • June 28, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar
  • Recommended CPE
  • 1 CPE credit, Computer Software and Applications

Looking to transition away from using Excel workbooks for budgeting? Join this webinar to learn how to successfully break up with Excel and help simplify your budgeting process with Sage Intacct Planning.

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

  1. Recognize actionable strategies for transitioning from Excel to Sage Intacct Planning
  2. Identify how to effectively use budget line types
  3. Identify how to rebuild Excel budget models in Sage Intacct Planning
July 26 - Intacct Order Entry and Extension to Accounts Receivable
  • July 26, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar
  • Recommended CPE
  • 1 CPE credit, Computer Software and Applications

One useful strategy a business can utilize is to drive home visibility into different revenue streams. We’ll take an in-depth look at the receivable side and show you what Intacct order entry has to offer.

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

  1. Describe how order entry integrates with accounts receivable
  2. Identify how to set up workflows that eliminate excess paper and Excel tracking
  3. Identify how to associate revenue recognition logic to automate deferred revenue tracking
August 30 - Dimension Groups and Dimension Structures to Drive Dimensional Reports
  • August 30, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar
  • Recommended CPE
  • 1 CPE credit, Computer Software and Applications

Financial reports are the basis of vital business decisions that help shape the future of the company. Dimensions are the vital business attributes that help drive insight into the organization. This webinar will walk through a variety of ways to report on these attributes to help you and your team understand what is really going on behind the scenes.

At the end of this sessions, you will be able to:

  1. Identify how to set up account groups to help drive data insight for various types of reporting needs
  2. Recall how to create computations in reports to analyze your data
  3. Discuss statistical data to drive home the ins and outs of how your organization is performing
September 27 - 2022 R2 and R3 Highlights
  • September 27, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar
  • Recommended CPE
  • 1 CPE credit, Computer Software and Applications

Keeping up with the latest enhancements and functionality in Sage Intacct’s quarterly releases can be difficult. In this webinar, we’ll review the new features that are most likely to have the greatest impact on you and your team.

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

  1. Explain the features enhancements from Sage Intacct’s 2022 R2 and R3 releases
  2. Identify how to utilize enhancements pertinent to your day-to-day tasks
October 25 - Bank Feed Enhancements and Credit Card Enhancements
  • October 25, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar
  • Recommended CPE
  • 1 CPE credit, Computer Software and Applications

Review bank feed enhancements within Sage Intacct to help streamline your month-end reconciliations, and learn to troubleshoot common feed errors. We will also look at how credit cards are handled in Sage Intacct, along with third-party applications that could increase the efficiency of your credit card processes.

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

  1. Identify the bank feed enhancements and troubleshoot feed error
  2. Review third-party applications to help automate and manage your credit card processes
November 29 - 'Tis the Season for 1099s... Again
  • November 29, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar
  • Recommended CPE
  • 1 CPE credit, Computer Software and Applications

With the holiday season around the corner, the last thing you want is to be stuck at work wrangling up 1099 balances. In this webinar, we’ll review the features that highlight Intacct’s capabilities to manage 1099s — from properly setting up vendors to printing directly from the application.

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

  1. Confirm vendor setup in order to track 1099 amounts
  2. Recall how to run the 1099 report in Intacct and correct incorrect balances
  3. Recall how to print 1099s directly from Sage Intacct
  4. Identify third-party applications with which Sage Intacct can integrate to generate and mail 1099s, as well as electronically file with the IRS
December 27 - Tips and Tricks: Month-End Close and Reconciling Subledger Discrepancies
  • December 27, 2022
  • Noon – 1 p.m. CT
  • Location
  • Webinar
  • Recommended CPE
  • 1 CPE credit, Computer Software and Applications

With the end of 2022 quickly approaching, compiling a checklist may help your accounting team efficiently maneuver through the current year-end processes and prepare for the new year. Join us to review the checklist we’re providing as a starting point.

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

  1. Identify how to utilize the new Checklists feature in Sage Intacct to assign tasks and complete an organized and efficient close
  2. Indicate how to complete external system reconciliations along with Intacct subledger and bank reconciliations
  3. Explain how to wrap up bank and credit card reconciliations

CPE

Recommended CPE: 12 credits, 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

We hope you can join us!

After registering, you will receive an email with a webinar link for each session

For more information:
Julie Rubelowski
Events Director

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