training and videos
New training and videos
At Sage Intacct, we get how vital it is to have in-depth and best practice learning that enhance your use of Intacct. To that end we recently:
- Provided access to new and updated self-paced, on-demand courses that guide you through specific tasks and features.
- Added new product demo videos to help you get up and running on a variety of tasks.
New and updated training courses
You can find these new and updated training courses at Sage University.
You'll need to log in to Sage University with your Sage account.
| Application | Course | Description |
|---|---|---|
| Reporting | Getting started with Interactive Visual Explorer (IVE) | This course is designed to teach you the essentials of using the Interactive Visual Explorer to view, create, and manage visual boards. In addition, this course teaches you how to build a presentation using your visual boards. You will see how to use filters, functions, and calculations to create visual boards for analyzing data, identifying trends, and providing visual insights into your financials. |
New product videos
These product videos are found in the Video Library.
| Application | Video | Description |
|---|---|---|
| Cash Management | Reconcile a credit card manually | Video shows how to manually reconcile a credit card account in Sage Intacct. |
| Reconcile a bank account using import with bank transaction assistant | Video shows how to reconcile a bank account using the bank transaction assistant to import a file. | |
| Expenses | Automate your employee expenses | Video shows you how to configure and submit electronic receipts. |
| Interactive Visual Explorer | Deliver visualization insights with IVE | Video demonstrates how to capture important details and trends into visualizations with Interactive Visual Explorer. |
| Create a report visualization in IVE | Video shows how to create a new report visualization in Interactive Visual Explorer. | |
| Format and filter a report visualization in IVE | Video shows how to format and filter a report visualization in Interactive Visual Explorer. | |
| Add calculations to a report visualization in IVE | Video shows how to add a calculation to a report visualization in Interactive Visual Explorer. |
Customer meetup webinars
We added several recordings of recent customer meetup webinars where experts and Sage Intacct customers share their experiences and best practices.
| Webinar | Description |
|---|---|
| Experts discuss the basics of bank reconciliation and walk through the process, providing tips and tricks along the way. | |
| Learn how adding bank data can help make your reconciliation process more efficient. | |
| Learn about automating the reconciliation process with rules and Bank Transaction Assistant. |
