Sage Intacct Fundamentals

Explore the Sage Intacct help center to access video tutorials, view four updates a year, and learn new accounts payable and budgets features via the search.

Learn to customize Sage Intacct personal preferences, including user details, inactivity and session timeouts, email notifications and signatures, start page and dashboards, and navigation settings to tailor your experience.

Create unique serialized numbers with document sequences for customers, invoices, vendors, and journal entries, while managing attachments and cloud storage, and scheduling reports to cloud folders in Sage Intacct.

Learn to create and manage general ledger accounts and journal entries in Sage Intacct, handle opening and closing books, and use dimensions to tag accounts and run standard ledger reports.

Track non-financial data with statistical accounts and journal entries; create a statistical journal, view transactions, and log entries by selecting the statistical account.

Explore Sage Intacct's standard general ledger reports, including the General Ledger and trial balance, using date ranges, periods, and account filters to view balances and transactions.

Learn to create funds transfers between checking accounts in the cash management module by selecting from and to accounts, date, and amount, and saving the transfer.

Reconcile checking and credit card accounts in Sage Intacct by entering the statement ending date and balance, selecting the account, and matching transactions until balances align.

Learn to create and manage credit cards in Sage Intacct cash management, including required ID and expiration date, general ledger offsets, credit card transactions, and payoffs.

Explore cash management reports in Sage Intacct Fundamentals, including the cash analysis report and cash balances, to track bank cash, vendor payables, customer receivables, and account reconciliation.

Pay bills in Sage Intacct using the pay button for a single bill or the pay bill section in accounts payable to pay multiple bills.

Learn to pay a vendor by check from accounts payable, including selecting the bank and bill, printing and verifying a check pdf, and posting the payment to the general ledger.

Learn how to create and post adjustments in accounts payable, apply vendor credits to outstanding bills, and finalize payments using a selected method in Sage Intacct.

Create customers in the accounts receivable module with optional details and a required print ads field, then set default terms and the primary revenue account, and post invoices.

Apply a payment to a customer invoice by selecting apply payment, entering the amount and date, and posting to debit cash and credit accounts receivable.

Learn to issue customer statements in Sage Intacct, post a two month old invoice, and use Accounts Receivable to print, email, filter, view, and preview statements.

Access all reports from the Report Center, search by keyword, filter by module, favorite and memorize customized reports, and schedule automatic email delivery.

Navigate the reports module core, covering financial graphs and financial reports. Create custom and new reports using the custom report writers, including balance sheet, profit and loss, and cash flows.

Learn to use the Sage Intacct finance report writer to access out-of-the-box reports like the balance sheet and cash flow, duplicate and customize, run via HTML, filter, and export.

Explore the financial report writer to edit and customize reports, organize data with account groups like assets, and tailor columns, time periods, and filters for precise reporting.