Sage Intacct Construction Daily Q+A
Q&A sessions are your time to get specific answers you might be seeking on Sage Intacct Construction. Register
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Sage Intacct Construction Daily Q+A
Q&A sessions are your time to get specific answers you might be seeking on Sage Intacct Construction. Register
Project Configuration and Workflow – Wednesdays
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.
Introduction to Basic & Consolidated Financial Reporting – Wednesdays
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.
Payroll Timecards, Checks, and Reports – Wednesdays
Set the stage for seamless payroll operations by learning how to master timecards, checks, and much more. This course will show you how to create default trade, level combinations and pay rate tables for a variety of scenarios.
AR, GL and Cash Management Workflow – Thursdays
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.
Payroll Employees, Jobs, and Tables – Thursdays
In this class, you will learn how to create default trade and level combinations, define union and certified classes (if needed), create pay rate tables for a variety of scenarios, and setup your master payroll Employee and Job records.
Sage Intacct Construction Daily Q+A
Q&A sessions are your time to get specific answers you might be seeking on Sage Intacct Construction. Register
AP, Purchasing and Change Management Workflow – Thursdays
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.
Deployment Launch, Dimensions, and Data – Thursdays
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.
Payroll Configuration (System, Users, Taxes and Modifiers) – Fridays
Fine-tune employee pay components with precision. This course will cover the essentials of setting up payroll taxes, pay modifiers, and journal entry mapping while ensuring proper compliance and accurate tax calculations.
Project Contracts, Billing and Change Management – Fridays
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.