Classes

Become proficient in project contracts and the billing process in Sage Intacct Construction. This Deployment course will get you started on creating and managing contracts for Time & Material billing, fixed prices, and how to release retainage. Gain full control over project finances as you create markup tables tailored specifically to Time & Material contracts.

In this class, you will setup the initial configuration for the Purchasing and Order Entry modules. You will learn about Transaction Definitions and how they are integrated throughout the Sage Intacct system, especially with Customer Billing and Vendor AP Bills. In addition, you will learn how documents can be defaulted by Transaction Definition and how you can make custom workflows to fit your organization needs. Finally, we will explore Printed Document Templates, which contain many options for your company's default documents, and instruct on how to select which docuemts to default in your system.

In this class, you will learn how to enter, adjust, and approve Vendor AP Bills. Go step by step through the AP Bill payment processing workflow. Also go through how to hold retainage and then release that retainage for payment selection.

Learn how to enter accounts receivable invoices (non-project contract types), recurring invoices, edit payments, and deposit undeposited funds in the Accounts Receivable Module. We will also go through the process of creating penalties (finance charges) and sending out customer statements.

In this class, we will explore the concepts of Account Groups and QuickStart Categories and how they are used to create Financial Reports in the system. Discuss the various types of reports that are in the system and also where they can be accessed especially using the Report Center. We will also touch on some basic financial report modifications.

In this class, you will learn how to enter, adjust, and approve Vendor AP Bills. Go step by step through the AP Bill payment processing workflow. Also go through how to hold retainage and then release that retainage for payment selection.

In this class, we will explore the concepts of Account Groups and QuickStart Categories and how they are used to create Financial Reports in the system. Discuss the various types of reports that are in the system and also where they can be accessed especially using the Report Center. We will also touch on some basic financial report modifications.

This all-encompassing course is designed to master the intricacies of project configuration and workflow management within Sage Intacct. Participants will be equipped with the essential steps for configuring Projects, focusing on setting up expense tracking, cost codes, and cost types, to optimize project management processes. The course further delves into the details of project workflow deployment, demonstrating how to set up crucial initial data for a project, including project estimates, purchase orders, and subcontracts. For those not utilizing Construction Payroll, the course will also cover the process of entering employee timecards and expenses. This training provides a comprehensive understanding of managing projects efficiently in Sage Intacct, ensuring participants are well-versed in both the foundational and advanced aspects of project setup and workflow execution.

This comprehensive course offers an in-depth exploration of Sage Intacct Construction, focusing on both system configuration and core accounting module setup. Participants will learn how to configure their Sage Intacct Construction system by creating users, defining user groups, and adjusting permission types, while also setting up Company configuration and multi-entity settings. The course then delves into the initial configurations for each of the core accounting modules within Sage Intacct, including General Ledger, Cash Management, Accounts Payable, and Accounts Receivable. Participants will gain hands-on experience in setting up GL Accounts, AP Vendors, AR Customers, Bank Accounts, and other master file data related to these modules. This course is designed to provide a thorough understanding of Sage Intacct Construction's capabilities, ensuring efficient and effective use of the software for construction accounting needs.

Learn how to enter accounts receivable invoices (non-project contract types), recurring invoices, edit payments, and deposit undeposited funds in the Accounts Receivable Module. We will also go through the process of creating penalties (finance charges) and sending out customer statements.

Review the Bangert Deployment roadmap, learn about dimensions and the choices you have when consolidating your Chart of Accounts, and get to know our Masterfile tool.

Become proficient in project contracts and the billing process in Sage Intacct Construction. This Deployment course will get you started on creating and managing contracts for Time & Material billing, fixed prices, and how to release retainage. Gain full control over project finances as you create markup tables tailored specifically to Time & Material contracts.

In this class, you will setup the initial configuration for the Purchasing and Order Entry modules. You will learn about Transaction Definitions and how they are integrated throughout the Sage Intacct system, especially with Customer Billing and Vendor AP Bills. In addition, you will learn how documents can be defaulted by Transaction Definition and how you can make custom workflows to fit your organization needs. Finally, we will explore Printed Document Templates, which contain many options for your company's default documents, and instruct on how to select which docuemts to default in your system.

This all-encompassing course is designed to master the intricacies of project configuration and workflow management within Sage Intacct. Participants will be equipped with the essential steps for configuring Projects, focusing on setting up expense tracking, cost codes, and cost types, to optimize project management processes. The course further delves into the details of project workflow deployment, demonstrating how to set up crucial initial data for a project, including project estimates, purchase orders, and subcontracts. For those not utilizing Construction Payroll, the course will also cover the process of entering employee timecards and expenses. This training provides a comprehensive understanding of managing projects efficiently in Sage Intacct, ensuring participants are well-versed in both the foundational and advanced aspects of project setup and workflow execution.

Review the Bangert Deployment roadmap, learn about dimensions and the choices you have when consolidating your Chart of Accounts, and get to know our Masterfile tool.

This comprehensive course offers an in-depth exploration of Sage Intacct Construction, focusing on both system configuration and core accounting module setup. Participants will learn how to configure their Sage Intacct Construction system by creating users, defining user groups, and adjusting permission types, while also setting up Company configuration and multi-entity settings. The course then delves into the initial configurations for each of the core accounting modules within Sage Intacct, including General Ledger, Cash Management, Accounts Payable, and Accounts Receivable. Participants will gain hands-on experience in setting up GL Accounts, AP Vendors, AR Customers, Bank Accounts, and other master file data related to these modules. This course is designed to provide a thorough understanding of Sage Intacct Construction's capabilities, ensuring efficient and effective use of the software for construction accounting needs.

Become proficient in project contracts and the billing process in Sage Intacct Construction. This Deployment course will get you started on creating and managing contracts for Time & Material billing, fixed prices, and how to release retainage. Gain full control over project finances as you create markup tables tailored specifically to Time & Material contracts.

In this class, you will setup the initial configuration for the Purchasing and Order Entry modules. You will learn about Transaction Definitions and how they are integrated throughout the Sage Intacct system, especially with Customer Billing and Vendor AP Bills. In addition, you will learn how documents can be defaulted by Transaction Definition and how you can make custom workflows to fit your organization needs. Finally, we will explore Printed Document Templates, which contain many options for your company's default documents, and instruct on how to select which docuemts to default in your system.