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.