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Transaction Definitions and Documents Configuration – Fridays

12/08/2023 @ 2:00 pm - 4:00 pm CST

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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.