Pre-Conference Training

Join us for a day (or two) before Advantage for a deep dive into Sage Intacct. Additional fees apply.

Need to quickly train a new accounting hire, upgrade your Sage Intacct skills, or find out how to ace our advanced reporting features? Join one of our pre-conference training courses designed exclusively for Sage Intacct customers. CPE credits are available for each course.

Attendees need to bring a wireless-enabled laptop with a Sage Intacct-supported browser. Register for a training course during the Advantage 2019 registration process. Limited seats available so be sure to sign up early.

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Courses Offered

Course Time CPE Credits Dates Cost


Description

This course is designed to teach you the essentials of using the Financial Report Writer to create and manage financial reports. In addition, this course teaches you how to create graphs, dashboards, and performance cards to provide insight into your organization's performance. You will use account groups, dimensions, and calculations to create reports for analyzing data, identifying trends, and providing audit-ready financials. You will also schedule reports for delivery and run reports together in a report group.

Note: Either take Financial Reporting and Dashboards or Nonprofit Financial Reporting and Dashboards. Both classes teach you the basics of creating a financial report, however, this class uses non-profit examples.

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Prerequisite(s)

  • Ability to confidently navigate the Sage Intacct system, as well as good working knowledge of basic accounting and financial and statutory reporting.
  • Watch the "Getting Started with Sage Intacct" and "Navigating Sage Intacct" self-paced courses in the Sage Intacct Learning Center is highly recommended.

Description

This course teaches you how to use the Financial Report Writer to create and manage nonprofit financial reports, including Statement of Financial Position, Statement of Activities, Statement of Cash Flows, and Statement of Functional Expenses. In addition, this course teaches you how to create graphs, dashboards, andperformance cards to provide insight into your organization's performance. You will use account groups, dimensions, and calculations to create reports for analyzing data, identifying trends, and providing audit‐ready financials. You will also schedule reports for delivery and run reports together in a report group.

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Prerequisite(s)

  • Knowledge of basic accounting, as well as good working Knowledge of financial and statutory reporting.
  • Watch the "Getting Started with Sage Intacct" and "Navigating Sage Intacct" self-paced courses in the Sage Intacct Learning Center is highly recommended.

Description

This course teaches you how to build operational reports using the Interactive Custom Report Writer. This tool lets you build reports by dragging and dropping fields on the fly and provides real‐time visibility into the report data. You will create an interactive custom report, add filters and prompts to get just the information you’re looking for, and format how the data displays. You will also create complex column calculations and add pivot tables to analyze the data.

Note: The Interactive Custom Report Writer requires an additional subscription.

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Prerequisite(s)

  • Solid knowledge of conditional statements and functions in Microsoft Excel or other reporting tools
  • Solid knowledge of Sage Intacct, including standard reports
  • Sage Intacct Fundamentals or Implementing and Configuring Sage Intacct recommended

Description

This course teaches you how to build advanced financial reports. You will filter reports using custom fields; use dimension structures to analyze financial and operational data; and create complex account groups. You will also view reports using alternate account names/numbers and use books to easily report on different accounting standards.

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Prerequisite(s)

Financial Reporting and Dashboards or Nonprofit Financial Reporting and Dashboards.