Classes

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.

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.