Accessing Sage Intacct
Learn how to access Sage Intacct Construction for the first time in this online course! This course will walk you through logging into Sage Intacct using your Subscription Administrator Account and how to allow External Authorized User Access for your Enablement Manager at Bangert Inc. If you have any questions, make sure to reach out to your Enablement Instructor or attend one of our weekly Q&A sessions!
Level 100 Courses
110: Introduction to Sage Intacct Construction
Sage Intacct Construction is a true cloud-based financial ERP, designed for the modern construction business.
In this course, you will be introduced to the basics of Sage Intacct Construction from logging in, navigating the Sage Intacct Homepage, to the terminology used within the system.
120: Administrative Tools
Learn how to create certain user types in Sage Intacct Construction so that you and your team can collaborate! The Administrative Tools Course for Sage Intacct will guide you on how to adjust user permissions, and preferences and create various user types (e.g., administrator, project manager, and employee users) in Sage Intacct Construction.
Dimensions are a crucial piece to Sage Intacct Construction and this course will help guide you through everything you need to know. In this course, you will learn about every built-in dimension in Sage Intacct as well as Dimension Structures and how they help simplify your Chart of Accounts.
140: Company Module
Learn how to set up your Security, Accounting, and Company Settings in Sage Intacct with ease. In this course, you will learn the functionality of the Company Module and how to configure various settings so that your organization is up and running on Sage Intacct Construction.
Level 200 Courses
210: General Ledger
This course will help you with everything you need to know about using the General Ledger Module in Sage Intacct Construction. From how to Open & Close your GL, to create Recurring Journal Entries, to Statistical Accounts, this online training guide will walk you through step-by-step.
220: Cash Management
The Cash Management Module course will demonstrate how to speed up the Reconciliation Process, how to Open & Close your Subledger, how to create Credit Card Transactions, and more. This course will be your ultimate guide on how to navigate Cash Management in Sage Intacct Construction.
230: Accounts Payable
This course will walk you through one of the core modules of Sage Intacct Construction: Accounts Payable. From setting up ACH payments for vendors, and how to print checks, to bill approvals, this course will guide you through each aspect of the Accounts Payable Module in Sage Intacct.
240: Accounts Receivable
The Sage Intacct Construction Accounts Receivable Module is where you will set up your customers, create invoices, print or email invoices, receive payment, and create debit and credit memos. The Accounts Receivable Module Enablement Course will show you all the processes you need to know for AR, from AR adjustments, and advances, to posted payments.
250: Purchasing and Order Entry
Sage Intacct Construction Purchasing & Order Entry Modules allow you to create structured, predefined purchase approval workflows and monitor your budget vs. actuals. This course will demonstrate how to set up transaction workflows, adjust transaction definitions, units of measure, general ledger groups, approval policies, and more.
Level 300 Courses
310: Project Configuration
The Sage Intacct Construction Projects Module allows you to track multiple aspects of a project while maintaining an easy-to-view list of all projects currently underway. This course will take you through setting up the Projects Module, reviewing accumulation and cost types, setting up your first project, and project estimate setup.
320: Project Contracts
This course will guide you through setting up contracts for projects in Sage Intacct Construction. By the end of this course you will be familiar with configuring rate tables, setting up time and maintenance contract lines and fixed price contract lines.
Learn how to enter commitments, purchase orders, and subcontracts in Sage Intacct Construction. This course will also demonstrate how to create change orders and how to release accounts payable retainage on a subcontract.
340: Change Management
Change Management in Sage Intacct Construction is where you can configure your own auto-numbering sequencing for change requests and change order numbering structures. Furthermore, this course will demonstrate how to enter change requests, status workflow & estimate updates, project change orders, and how to delete or edit change orders and change requests.
Level 400 Courses
The Billing course for Sage Intacct Construction will teach you everything you need to know about Time & Material, Quick Bill, Accounts Receivable Retainage Release, and Progress Billing.
Gain valuable insights into your business with financial reporting in Sage Intacct Construction! This course will show you how to use, create, and customize commonly used reports. In short, this course will ensure you can make the most informed decisions for your construction business in Sage Intacct.
430: Payroll System Configuration
Learn how to configure payroll in Sage Intacct Construction. This course will guide you through the setup process, show you how to configure payroll settings, and how to process payroll and ensure compliance with construction industry regulations and taxes. Start streamlining your payroll process with confidence.
440: Payroll Employee & Project Setup
This course demonstrates the process of setting up employees, projects, and compensation rates in Sage Intacct Construction. Learn how to ensure your payroll information is accurate and up-to-date, along with employee resident taxes & federal and state filing status.
450: Payroll Time & Check Processing
Manage payroll and keep your employees paid on time in Sage Intacct Construction. This course will cover entering time manually, importing time, generating checks, and more. You will also learn how to use the Aatrix integration that streamlines payroll tax reporting.