Milestone 2: Core Accounting Configuration (Meet w/ Bangert One-on-One)

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.

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 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.

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 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.

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 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.