2020 on-site conference schedule

Wednesday, July 15, 2020

2nd Morning Mini Sessions

Customizing Transactions, Templates and Reports in Sage Intacct

Date: 07/15/2020 10:10-11:45 a.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience: CEO/Executive Director
Finance Staff
IT Director
Board Member
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Rebecca Hurst
Learning Objectives:
1. Create custom fields on transactions in Sage Intacct.
2. Create custom reports that contain custom fields and non-financial data.
3. Customize templates that are sent to customers from Sage Intacct.
Session Description:
Sage Intacct provides an extensive amount of out of the box functionality, but do you know how to customize the system to best fit your business needs? Learn how to utilize Platform Services to customize transactions, templates, and reports in Sage Intacct.