Introduction to Basic Financial Reporting – Fridays

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.

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.

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.