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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 Financial Report Writer I – The Basics

Date: Wednesday 05/13

Length: 2 hours

Cost: $395 per registrant

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

In this web-based hands-on class, you will learn the fundamentals of the financial report writer. The class will go over topics such as account categories, account groups and how financial reports work together. You will edit an existing financial report to learn the basic functionality of rows, columns and filters. We will 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.

  • 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 II – Intermediate

Date: Thursday 05/21

Length: 2 hours

Cost: $395 per registrant

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

In this web-based hands-on class, we will cover more in-depth features of the financial report writer. You will create advanced account groups, learn how to use the computations tab in financial reports and learn the formatting options available for financial report presentation.

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

  • Using the computations tab in financial reports
  • Understanding all the account group structures
  • Using statistical accounts in calculations
  • Formatting reports for professional presentation
  • Using a report group to send multiple reports to different tabs in Microsoft Excel



Sage Intacct Financial Report Writer III – Dimension Reporting

Date: Thursday 06/04

Length: 2 hours

Cost: $395 per registrant

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

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

Class prerequisites: A moderate understanding of Sage Intacct financial report writer.

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



Sage Intacct Accounts Payable I – The Basics

Date: Tuesday 05/19

Length: 2 hours

Cost: $395 per registrant

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

In this hands-on class, you will learn the basic functionality of entering vendors, as well as entering and paying bills. You will also learn how to create and edit vendors, add and code bills, pay bills, and generate the accounts payable reports to review and validate vendor balances.

Class Prerequisites: General navigation of Sage Intacct.

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



Sage Intacct Accounts Payable II – Intermediate

Date: Tuesday 06/02

Length: 2 hours

Cost: $395 per registrant

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

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.

  • Creating bill adjustments
  • Entering and managing recurring bills
  • Voiding payments
  • Reclassifying bills
  • Understanding and using AP summaries
  • Using AP advances
  • A review of the AP module standard reports

Watch and Learn Webinars

Sage Intacct Monthly Close Process

Date: Tuesday 05/12

Length: 1 hour

Cost: $195 per registrant

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

In this watch and learn webinar, we will walk through common steps for a closing process in Sage Intacct. As a participant in this webinar, you will receive a monthly close checklist that can be used as a starting point for your internal close process.

Webinar prerequisites: A basic understanding of Sage Intacct.

  • Closing subledgers
  • Reconciling subledgers to the general ledger
  • Reclassifying transactions
  • Adjusting entries to closed periods
  • Reconciling bank and credit card accounts
  • Tips and tricks on permissions related to the close process



Sage Intacct Overview of the Company Menu

Date: Wednesday 05/27

Length: 1 hour

Cost: $195 per registrant

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

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