Sage Intacct Catalog for

Customers

Denotes this course is part of the Learning Membership. Contact your Account
Manager for more information.

Learning Membership On-demand

Course Offerings Audience Length CPE

Financial Reporting and Dashboards On-demand Accountants, accounting 10 hours 10
Use the Financial Report Writer to create and manage financial managers, controllers, and
reports, graphs, dashboards and performance cards. report writers

Nonprofit Financial Reporting and Dashboards On-demand Accountants, accounting 10 hours 10

Use the Financial Report Writer to create and manage nonprofit managers, controllers, and
financial reports. Create nonprofit dashboards and performance report writers
cards.
Adding Data Using Imports On-demand Accountants, Sage Intacct 2 hours 2
In this course, you'll learn what can be imported, when to import, administrators, and
the steps on how to import data, and how to fix import errors. implementers

Automating Accounts Payable On-demand Accountants, Sage Intacct .5 hour n/a

This course teaches you what file types are supported, how to administrators, and
upload a bill, how to email a bill, what import exceptions occur, implementers
and how to resolve them.
Automating Processes with Smart Events On-demand Sage Intacct administrator 1 hour 1
This course teaches you how to customize Sage Intacct to and accounting managers
automate processes using smart events.
Customizing Documents with Printed Document Template Sage Intacct administrator 1 hour 1
On-demand and accounting managers
This course teaches you how to make your invoices and other
documents reflect the unique look and feel of your business
using printed document templates.
Validating Data with Smart Rules On-demand Sage Intacct administrator 1 hour 1
This course teaches you how to customize Sage Intacct to and accounting managers
validate data using smart rules.
Creating Custom Fields On-demand Sage Intacct administrator, 1 hour 1
This course teaches you how to create custom fields in Sage report writers and
Intacct to meet your business needs. accounting managers
Course Offerings Audience Length CPE
Viewing and Building Visual Insights with Interactive Visual Explorers/analysts: 1.5 hours n/a
Explorer (IVE) experienced report builders
Learn how to view and build visual boards and presentations to and business analysts with
explore your financial data and uncover insights and trends. deep knowledge of the data
model.
Creating projects and project estimates in Sage Intacct Construction project 1.5 hours n/a
Construction on-demand administrators
This course teaches you how to manage projects and project
estimates in Sage Intacct Construction.
Working with Sage Intacct Construction: Retainage Construction project and .75 hour n/a
This course is suitable for anyone who wants to learn how to contract administrators
track retainage in Sage Intacct.
Managing purchase orders and subcontracts in Sage Construction project 1.5 hours n/a
Intacct Construction On-demand administrators and
Accounts Payable
This course teaches you how to manage and track committed
specialists.
costs in Sage Intacct Construction. You will learn how to set up
purchase orders and subcontracts, create vendor bills related to
the commitments, and withhold and release retainage.
Working with Sage Intacct Construction: Change Construction project and .75 hour n/a
Management contract administrators
This course teaches how Sage Intacct Construction change
management tools help you capture project changes as they
happen.
Automating Subscription Billing and Revenue Recognition Revenue managers, AR 9 hours 9
with Contracts On-demand accountants, billing
This course teaches you how to create and manage contracts. managers, and contracts
*Note this content is a subset of content covered in the administrators
instructor-led class Running the Business with Contracts
Automating Usage Billing with Contracts On-demand Revenue managers, AR 3 hours 3
This course teaches you how to add contract lines that bill accountants, billing
based on the quantity used each period. managers, and contracts
administrators
*Note this content is a subset of content covered in the
instructor-led class Running the Business with Contracts
Managing Multiple-element Arrangement Allocations in Revenue managers, AR 2 hours 2
Contracts On-demand accountants, billing
This course teaches you how to allocate the total transaction managers, and contracts
price of a bundle across the separate performance obligations. administrators
*Note this content is a subset of content covered in the
instructor-led class Running the Business with Contracts
Recognizing Expenses in Contracts On-demand Revenue managers, AR 2 hours 2
This course teaches you how to create and manage contract accountants, billing
expenses. managers, and contracts
administrators
*Note this content is a subset of content covered in the
instructor-led class Running the Business with contracts

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Course Offerings Audience Length CPE
Tracking SaaS Metrics with the Contracts Digital Board Book Revenue managers, AR .33 hour n/a
On-demand accountants, billing
This course teaches you how to view SaaS Metrics on the managers, and contracts
Contracts Digital Board Book. administrators

Managing Evergreen Contracts Revenue managers, AR 1 hour n/a

This course teaches you how to create evergreen contracts. accountants, billing
managers, and contracts
administrators
Using, configuring, and administering Checklists On-demand All Sage Intacct users 1 hour n/a
This course teaches you how to use Checklists in Sage Intacct.
Managing cash accounts with bank feeds on-demand Accountants, Sage Intacct 1 hour n/a
Increase productivity, save time on reconciling, and simplify the administrators, and
close by learning how to use bank feeds. implementers

Automating taxes with Sage Intacct Taxes On-demand Members of the finance .5 hour n/a
This course teaches you how to record and report on team who record, submit,
transactions with tax implications. and report on taxes

Using Dimension Structures in Financial Reports On-demand Accountants, accounting 2.5 hours 2.5
This course teaches you how to build advanced financial reports managers, controllers, and
by filtering reports using custom fields and use dimension report writers
structures to analyze financial and operational data.
Reporting with an Alternate Chart of Accounts On-demand Accountants, accounting .25 hour n/a
This course teaches you how to create reporting account sets managers, controllers, and
and use them with standard and financial reports. report writers

Using Books to Manage Reporting Standards On-demand Accountants, accounting .5 hour n/a
This course teaches you how to record transactions to different managers, controllers, and
books and run reports including or excluding these transactions. report writers

Tailoring Account Groups for Financial Reports On-demand Accountants, accounting .75 hour n/a
This course teaches you how to alter account groups to build managers, controllers, and
account groups tailored to your organization. report writers

Leveraging Dynamic Allocations On-demand Accountants, Sage Intacct .75 hour n/a
This course is designed for members of the finance team and administrators, and
implementors who want to facilitate the splitting or shifting of implementers
amounts within Sage Intacct using Dynamic allocations.

Coming Soon to the Learning Membership

Course Audience Length CPE

Transacting and reporting in multiple currencies Accountants, accounting TBD TBD
managers, controllers, and
report writers
Billing construction contracts as orders in Sage Intacct Construction project and 1.5 hours n/a
Construction contract administrators
Tracking time with Projects Project managers 1.5 hours 1.5

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Additional On-demand Course Offerings

Course (no charge) Audience Length CPE

Getting Started with Sage Intacct New Sage Intacct users .75 hour n/a
This course familiarizes you with the Sage Intacct workspace
and core functionality.
Using and Maintaining a Multi-Entity Shared Environment On- New Sage Intacct users 2 hours n/a
demand
This course teaches you how to work in the Sage Intacct multi-
entity shared environment to navigate the system, create
transactions and data records, manage entities, and configure
inter-entity transactions.
Sage Intacct Fundamentals (NA) or (UK) Members of the finance 8 hours 8
Learn how to navigate and perform accounting functions using team who are new to Sage
Sage Intacct. Intacct

Creating Transaction Definitions Sage Intacct administrator 1 hour n/a

This course demonstrates how users can create transaction and advanced user
definitions with advanced workflows in the Order Entry and
Purchasing applications.
Managing Users, Roles, and Permissions Sage Intacct administrator .75 hour n/a
This course teaches how to give users the access they need to and accounting managers
manage data and reports in Sage Intacct.
Working with the General Ledger Members of the finance 1 hour n/a
Learn how to use the General Ledger to add accounts and team who are new to Sage
dimensions, use account groups, create journal entries, and Intacct
import transactions with templates.
*Note this content is also covered in Sage Intacct Fundamentals
On-demand (NA) and (UK)
Working with Accounts Payable Members of the finance 2 hours n/a
Learn how to use Accounts Payable to manage vendors, bills, team who are new to Sage
adjustments, and process 1099 forms. Intacct
*Note this content is also covered in Sage Intacct Fundamentals
On-demand (NA) and (UK)
Reserving and Picking Items During Order Entry On-demand Currently available for US .5 n/a
This course explains how to use this early adopter feature to partners and customers
commit inventory quantities at the time sales orders are created only (early adopter
in the system. program)

Managing Sales Orders with Fulfillment On-demand Currently available for US 1 hour
This self-paced course explains what the Inventory Control early partners and customers
adopter Fulfillment feature is and how it is used to track and only (early adopter
fulfill sales orders in the system. program)

Working with Accounts Receivable Members of the finance 1.25 hours n/a
Learn how to use Accounts Receivable to manage customers, team who are new to Sage
print invoices, adjustments, receive payments, and run reports. Intacct
*Note this content is also covered in Sage Intacct Fundamentals
On-demand (NA) and (UK)

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Course (no charge) Audience Length CPE
Working with Budgets Accountants, accounting .5 hour n/a
Learn how to add, import, modify, and manage budgets in the managers, controllers, and
system. report writers

Viewing Visual Insights with Interactive Visual Explorer (IVE) Consumers/viewers: 10 minutes n/a
In this course, you will learn how to view visual boards and members of the finance
presentations to gain insights into financial data. team, executives and
managers, and external
stakeholders
Getting Started with Projects On-demand Project managers .75 hour n/a
This course teaches users about the functions of Sage Intacct
Projects. You will review the project record, adding projects,
workflow examples, creating tasks, and Project reporting
considerations.
Working with Sage Intacct Budgeting and Planning Members of the finance .5 hour n/a
Learn how to use Sage Intacct Budgeting and Planning to create team who are new to Sage
and share a budget, view budget versus actuals, integrate with Intacct Budgeting and
Sage Intacct, and create forecasts and models. Planning

Instructor-Led Course Offerings

Course (fee per seat) Audience Length CPE

Interactive Custom Report Writer Accountants, accounting Virtual 9
Use the Interactive Custom Report Writer to create operational managers, controllers, and classroom:
reports. report writers Three ½
day
sessions
Configuring Global Consolidations Sage Intacct customers Virtual 6
Learn how to configure and use Global Consolidations. performing consolidations classroom:
Two ½ day
sessions
Configuring Inventory Sage Intacct implementers Virtual 9
Learn how to implement and configure the inventory control and customers using classroom:
application. Inventory Three ½
day
sessions

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 Course (fee per seat) Audience Length CPE
Running the Business with Contracts Revenue managers, Virtual 20
Learn how to create and manage contracts. You use these accounts receivable classroom:
additional Contracts subscriptions: usage billing, expense accountants, billing Five ½ day
recognition, and multiple-element arrangement allocations managers, and contracts sessions
(MEA). administrators
*Please note that this Instructor-led course will be retired in
January 2023
**Note the content in this course is also available in on-demand
format (4 courses): Automating Subscription Billing and
Revenue Recognition with Contracts On-demand, Automating
Usage Billing with Contracts On-demand, Recognizing Expenses
in Contracts On-demand, and Managing Multiple-element
Arrangement Allocations in Contracts On-demand

Questions?
Contact Sage Intacct Learning at training.sageintacct@sage.com

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 Last updated December 12, 2022
Sage Intacct is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE
Sponsors through its website: www.nasbaregistry.org.
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herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners.