Managing and Administering Intacct

This 1.5-day (9 hour) hands-on course is designed to teach the Intacct Application Administrator how to perform ongoing administrative tasks in Intacct.

Class Details

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Audience: This course is designed for Intacct administrators who need to make modifications to user permissions, manage contact information, change company information, and modify previously selected system preferences.
Prerequisite(s):

You will need to have the following experience with Intacct:

  • Navigating Intacct menus
  • Ability to use the Report Center
Class Length:
  • Classroom: 1.5 days, or
  • Virtual Classroom: Three 3-hour sessions
What You Need: This is a hands-on course. Intacct will provide a sample environment for the activities. For the virtual classroom, you will need a laptop (not a tablet), as well as Internet and phone connections.
CPE Credits: This course is eligible for 9 CPE credits.
Cost: $600

Course Objectives

 

At the end of this course, you should be able to:

  • Identify your Intacct structure and understand why it matters
  • Update and create users and security permissions
  • Efficiently manage and update contact records
  • Assigned permissions and user groups
  • Maintain and modify approval processes
  • Update company information and subscriptions
  • Update vendor, customer or employee information, default dimension data, and add custom fields to capture information unique to your business
  • Use dimension groups
  • Use reporting tools to capture, grant permission, and store reports
  • Manage attachments in Intacct
  • Share, create, and manage list views
  • Use a dashboard to monitor out-of-date transactions and error reports

Course Topics

Company Structures
  • Identify different company structures
  • Describe how subledgers interact with the general ledger
  • Describe Intacct multi-book architecture
  • Enter data appropriately in multi-entity structures
Manage and Update Contact Records
  • Create contact records
  • Update contact records
  • Link contact records
  • Add additional contacts to customers and vendors
Create and Manage Users
  • Create new users
  • Describe user types
  • Assign admin privileges
  • Inactivate and reactivate users
  • Reset user passwords
  • Change user preferences
Managing Permissions
  • Identify role-based vs. user-based permissions
  • Enable and test role-based permissions
  • Create and assign roles to users
  • View permission reports
  • Grant access to Intacct Customer Support
  • Create and assign user groups
  • Manage financial report and dashboard permissions
Managing Approval Processes
  • Turn on or turn off approval processes
  • Assign approval process permissions
  • Setup approval notifications
  • Create list view for approval processes
Update Company Information and Subscriptions
  • Change company settings
  • Change security settings
  • Modify company schedules
  • Use company message boards
  • Turn on or off company subscriptions
  • Manage schedules and entity address information
Update Customer, Vendor, and Employee Information
  • Create and use custom fields
  • Add dimension data to customers and vendors
  • Update customers, vendors, and employees
  • Update information in custom fields
Use Dimension Groups
  • Create dimension groups
  • View existing dimension groups
  • Add, edit, and delete dimension groups
  • Use dimension groups
  • Utilize a dimension group as a dimension structure
  • Use a custom field to create dimension groups
Use Reporting Tools to Store and Run Reports
  • Memorize reports
  • Create a report group
  • Schedule and store reports in the cloud
Managing Attachments in Intacct
  • Create Intacct attachment folders
  • Assign default folders to users
  • View and manage attachments
Managing List Views
  • Set the appearance and define contents of list views
  • Create custom list views to include preferred columns, filters, and sorting preferences
  • Change views
  • Modify and delete custom list views
  • Set personal page defaults
  • Filter lists by dimension groups
Create a Dashboard for Aging Transactions and Error Reports
  • Create a dashboard
  • Add list views to dashboards
  • Add reports to dashboards
  • View aging information on a dashboard