Implementing and Configuring Intacct

This 4.5-day hands-on course is for implementation consultants who will implement and configure Intacct. Core Intacct capabilities and configuration best practices will provide participants the critical information needed for a successful implementation. Put your skills and knowledge into practice by applying them to a case study.

Class Details

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Audience:
Partners of Intacct who are responsible for implementing and configuring Intacct.
Prerequisite(s):
  • Navigating Intacct
  • Working with a Multi-Entity Shared Environments

VAR implementors must also complete:

  • Getting Started with Partner Console
  • Provisioning Intacct for VARs

IAP Implementors must also complete:

  • Getting Started with the Intacct Accountant Console
  • Provisioning Intacct for IAPs
Class Length:
  • 4.5 days
    • Monday - Thursday: 8:30 am to 4:30 pm
    • Friday: 8:30 am to noon
What You Need: This is a hands-on course; you will need to bring a laptop (not a tablet) with an Intacct-supported web browser.
CPE Credits: This course is eligible for 29 CPE credits.
Cost: $3600. The cost is included in your partner fee. However, cancellation fees do apply if you cancel within the cancellation policy.

Course Topics and Objectives

Introduction to Intacct
  • Describe Intacct solution
  • Explain the Intacct architecture
  • Compare and contrast Intacct company structures
Configuring a Company and Managing Users
  • Use the company information screen to set global company settings
  • Apply recommended best practices for security 
  • Create and manage users and access rights
  • Run permission reports
Configuring the General Ledger
  • Configure the general ledger
  • Setup the chart of accounts and dimensions
  • Create general ledger transactions ledger
  • Import historical general ledger balances
  • Run general ledger reports
Configuring Accounts Receivable
  • Configure accounts receivable
  • Set up customers
  • Import open AR items from a legacy system
  • Perform standard AR tasks
  • Run AR reports
Configuring Cash Management
  • Configure cash management
  • Set up bank accounts
  • Set up credit card accounts
  • Perform cash management transactions
  • Run cash management reports
  • Configure inter-entity transactions
Configuring Accounts Payable
  • Configure Accounts Payable
  • Set up vendors
  • Import open AP items from a legacy system
  • Perform common AP tasks
  • Run AP reports
Configuring Time and Expenses
  • Configure time and expenses (without project accounting) including expense types and employee records
  • Perform T&E transactions
  • Run standard T&E reports
Configuring Order Entry
  • Configure order entry by implementing advanced quickstart workflows
  • Import or manually create items
  • Create transaction definitions
  • Perform order entry transactions
  • Run order entry reports
Configuring Purchasing
  • Configure purchasing by implementing advanced quickstart workflows
  • Create transaction definitions
  • Perform purchasing transactions
  • Run purchasing reports
Introduction to Financial Reports and Dashboards
  • Explain the power and impact of account groups in Intacct financial reporting
  • Create account groups
  • Use account groups in financial reports
  • Explain the value of Intacct dashboards