Home

Quick Links

Legal

navigation
Home > Software Solutions > Sage Intacct > Technology Academy

Technology Academy

Armanino Training Academy

About

Armanino’s Technology Academy provides in-depth classes and webinars on critical features of your technology solution. The interactive, web-based Hands-on Classes teach, with tactile exercises, the basic and intermediate fundamentals. The Watch and Learn Webinars walk you through best practices for processes and other accounting procedures. All courses offer training, tips and examples to help you get the most out of your solution.


Hands-On Classes

Virtual Hands-on Classes are done in a demo environment. Prior to the class, attendees will be provided a login and be able to follow along and do exercises. Handouts will be provided with the class content and exercises. Classes are web-based, 2 hours long, cost $395 per registrant and offer CPE.


Watch and Learn Webinars

Attendees will watch and learn as the instructor walks them through the topics. Each webinar includes a take-away such as a checklist, a workflow example, tips and tricks, etc. Webinars are recorded and attendees will receive a copy of the webinar. Webinars are all 1 hour long, cost $195 per registrant and offer CPE.

Hands-On Classes

Sage Intacct General Ledger


Sage Intacct General Ledger I – The Basics

Date: Monday 8/10

Starting at: 10:00 a.m. PT, 11:00 a.m. MT, Noon CT, 1:00 p.m. ET

Length: 2 hours

Cost: $395 per registrant

In this hands-on class, we’ll cover basic features and functions of the general ledger (GL) module. We’ll review the GL setup screen, walk you through adding and editing accounts; create standard, recurring and adjusting journal entries; and review several of the standard GL reports. We’ll be sharing lots of tips and tricks along the way to ensure you are harnessing the full power of the GL module.

Class Prerequisites: General navigation of Sage Intacct.

Content:

  • Master data setup
    • Chart of accounts
    • Journals
  • Entering standard, recurring and adjusting journal entries
  • Generating general ledger reports
    • General ledger
    • Trial balance
    • Comparative trial balance
    • Journals
  • Smart rule tip for requiring a category on GL accounts



Sage Intacct Financial Report Writer


Sage Intacct Financial Report Writer I – The Basics

Date: Thursday 07/30

Starting at: 9:30 a.m. PT, 10:30 a.m. MT, 11:30 a.m. CT, 12:30 p.m. ET

Length: 2 hours

Cost: $395 per registrant

In this virtual hands-on class, you’ll learn the fundamentals of the financial report writer. You’ll learn how account categories, account groups and financial reports work together. You’ll edit an existing financial report learning the basic functionality of rows, columns and filters. We’ll finish the class with tips and best practices for saving reports.

Class prerequisites: General navigation of Sage Intacct and a basic knowledge of financial reporting.

Content:

  • Understanding the account groups workflow
  • Adding, editing and saving reports
  • Basic functionality in the rows, columns and filters tabs
  • Expanding account reports by dimensions
  • Tips and best practices for saving reports


Sage Intacct Financial Report Writer III – Dimension-based Reporting

Date: Wednesday 8/19

Starting at: 9:30 a.m. PT, 10:30 a.m. MT, 11:30 a.m. CT, 12:30 p.m. ET

Length: 2 hours

Cost: $395 per registrant

In this hands-on class, we’ll focus on creating dimensional financial reports. You’ll create dimension groups and structures and learn the different ways they can be used to create dimensional financial reports. You’ll also learn how they can be used in standard account based financial reports.

Class Prerequisites: A basic understanding of Sage Intacct financial report writer.

  • Creating dimension groups
  • Creating dimension structures
  • Creating dimension-based financial reports
  • Creating a dimensional financial report on a custom field in the class dimension



Sage Intacct Accounts Receivable


Sage Intacct Accounts Receivable I – The Basics

Date: Thursday 8/6

Starting at: 10:00 a.m. PT, 11:00 a.m. MT, Noon CT, 1:00 p.m. ET

Length: 2 hours

Cost: $395 per registrant

DESCRIPTION

Class Prerequisites: General navigation of Sage Intacct.

Content:

  • Master data setup
    • Adding customers
    • Use cases for customer types
  • Entering and coding invoices
  • Receiving payments including record transfers, credit cards and printed checks
  • Reclassifying and voiding AR transactions
  • Understanding the AR aging report
  • Smart rule tip on requiring fields on the customer record



Sage Intacct Accounts Payable


Sage Intacct Accounts Payable I – The Basics

Date: Tuesday 07/14

9:30 a.m. PDT, 10:30 a.m. MDT, 11:30 a.m. CDT, 12:30 p.m. EDT

Length: 2 hours

Cost: $395 per registrant

In this hands-on class, you’ll learn the basic functionality for entering vendors and entering and paying bills. You’ll gain an understanding of how to create and edit vendors, add and code bills, select and pay bills, and generate the AP aging report to review and validate vendor balances.

Class Prerequisites: General navigation of Sage Intacct.

Content:

  • Master data setup
    • Adding vendors
    • Use cases for vendor types
  • Entering and coding bills
  • Paying bills including record transfers and printed checks
  • Reclassifying and voiding AP transactions
  • Understanding the AP aging report
  • Smart rule tip on requiring fields on the vendor record



Sage Intacct Accounts Payable II – Intermediate

Date: Thursday 07/23

Starting at: Starting at: 10:00 a.m. PDT, 11:00 a.m. MDT, Noon CDT, 1:00 p.m. EDT

Length: 2 hours

Cost: $395 per registrant

In this hands-on class, you will learn intermediate functions of the Accounts Payable module so that you can confidently adjust vendor balances, enter recurring bills, understand how to correct AP transactions and generate the AP reports needed to review and validate the data entered.

Class Prerequisites: A basic understanding of the items in Accounts Payable I – The Basics.

  • Entering and managing recurring bills
  • Creating bill adjustments
  • Using AP advances
  • Understanding and using AP summaries
  • A review of the AP module standard reports
  • Tips to reconciling your AP module at month end



Sage Intacct Contracts Modifications and Cancellations


Sage Intacct Overview of Contracts Modifications and Cancellations

Date: Wednesday 07/22

Starting at: 9:00 a.m. PDT, 10:00 a.m. MDT, 11:00 a.m. CDT, Noon EDT

Length: 2 hours

Cost: $395 per registrant

DESCRIPTION

Class Prerequisites: A basic understanding of the contracts module.

Content:

  • Review contracts in the modification/cancellation Visio flow chart
  • Review/understand the journal balances tab on the contract record
  • Cancel an entire contract that never started
  • Cancel a contract mid-year
  • Cancel a contract and issue a refund



Sage Intacct Dashboards


Sage Intacct Dashboards – Making Them Come Alive

Date: Wednesday 8/5

Starting at: 9:30 a.m. PT, 10:30 a.m. MT, 11:30 a.m. CT, 12:30 p.m. ET

Length: 2 hours

Cost: $395 per registrant

DESCRIPTION

Class Prerequisites: General knowledge of Sage Intacct.

Content:

  • Adding a New Dashboard
    • Appearance/Filters/Permissions
  • Analyzing Dashboard Components
    • Graphs
    • Performance Cards
    • Record Components
    • Financial Reports
    • Custom Reports
    • SmartLinks
  • Using Collaborate on the Dashboard
    • Feeds
    • Snapshots

Watch and Learn Webinars

Sage Intacct Efficiency Tips and Tricks


Date: Thursday 8/13

Starting at: 11:30 a.m. PT, 12:30 p.m. MT, 1:30 p.m. CT, 2:30 p.m. ET

Length: 1 hour

Cost: Special Offer – $49 per registrant

Join us in this watch and learn webinar, where we’ll demonstrate ways you can make your day-to-day experience in Sage Intacct more efficient. You’ll learn the benefits and key differences between the favorites and bookmarks components. We’ll highlight and explain user preferences, so you can implement the ones that are most beneficial to you. Finally, we’ll outline several shortcuts and share many tips and tricks along the way.

Webinar Prerequisites: A basic understanding of Sage Intacct.

Content:

  • Favorites and Bookmarks
    • Use both efficiently and compare the differences between the two components
  • User Preferences
    • Determine which ones will optimize your data entry
  • Shortcuts
    • Identify quicker ways to perform actions from keyboard tricks to navigation tips
  • Helpful Hints
    • Numerous efficiency tips and tricks to get the most out of your accounting software



Sage Intacct Overview of Contracts Subledger Reports


Date: Wednesday 07/15

Starting at: 9:00 a.m. PDT, 10:00 a.m. MDT, 11:00 a.m. CDT, Noon EDT

Length: 1 hour

Cost: $195 per registrant

In this watch and learn webinar, we will walk you through the following contracts reports:

  • Forecast subledger
  • Management subledger
  • Contracts subledger
  • Forecast subledger
  • Management subledger
  • Contracts subledger
  • Advanced revenue reports

We will share insight on how to incorporate these reports into your month-end close process and utilize the reports to help you drive business decisions.

Webinar Prerequisites: A basic understanding of Sage Intacct contracts and the custom report writer.

Content:

  • Develop an understanding of the following data types:
    • Contract billing schedules
    • Contract revenue schedules
    • Contract subledger links
  • Review the out-of-the-box contracts reports listed above
  • Modify one of the existing out-of-the-box reports listed above utilizing the custom report writer



Sage Intacct Overview of the Company Menu


Date: Monday 8/17

Length: 1 hour

Cost: $195 per registrant

Starting at: 11:00 a.m. PT, 12:00 p.m. MT, 1:00 p.m. CT, 2:00 p.m. ET

In this webinar, we will walk you through several of the features/items found on the Company menu. All too often, these get overlooked because the focus is on the individual modules such as AP, AR, GL, etc. In this webinar, we will give insight into the company features noted below to ensure your company is not missing the benefits of these features.

Webinar prerequisites: A basic understanding of Sage Intacct.

  • Using attachments and attachment folders
  • Understanding contacts and their relation to customers, vendors, employees and users
  • An effective use of company messages
  • Setting up cloud storage options
  • Viewing the offline job queue
  • Understanding the email delivery history