Course Completion Requirements and How To Log Into Sage Intacct Flashcards
To be marked as completed course, one must:
1) Attend all the 5 lessons in their entirety. Don’t miss more than one hour of any lesson!
2) To receive the Certification Certificate, Complete the Evaluation or Certification Exam, within two weeks of the end of the course.
3) Have 90 Minutes or 1 and a Half Hours to Complete the Certification Exam.
4) The Exam has about 75 Multiple Choice Questions.
5) The Passing Score is 80% or Higher! Which translate to 60 out of 75 Marks.
Course Objectives:
SIAP Meaning: Sage Intacct Accounting Partner.
1) Control User Access to the System using Roles and Permissions.
2) Add Journals, General Ledger Accounts, and Dimensions.
Configure the Core Applications in Sage Intacct.
3) Add transactions to verify correct system configuration.
4) Import Data and troubleshoot Import errors.
5) Establish Opening Balances and Import historical data.
6) Run Standard and Financial Reports to validate the System ties.
Course Structure:
1) Introduction to Sage Intacct.
2) Configure Company
3) Set - Up Employees and Users.
4) Configure Multi-Entity Management
5) Configure General Ledger
6) Configure Cash Management
7) Configure Accounts Payable
8) Configure Accounts Receivable
9) Workflows and Transaction Definitions.
10) Configure Purchasing
11) Configure Order Entry
12) Prepare for Go Live!
1) Learning Activity 1 - How to Log into Sage Intacct:
1) Open your Browser, ie Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari.
2) Go to: www.sage.com
3) Select: Login
4) Select Sage Intacct
5) On the Login Screen Type: Company ID, User ID, and Password.
How do you enter User Email Address in Sage Intacct?
1) Click on: User Name on your top Right hand corner.
2) Click on My Preferences just below your User Name.
3) Under the General Information Tab on your Left hand side, Check for Email Address row and Type in your email address eg: intacct@edu.com
4) Enter other General Information
How do you change your Password in Sage Intacct?:
1) Go to or Click on Your User Name on the top right corner
2) Click on: My Preferences just below your User Name.
3) Scroll down and go to the Security Tab.
4) Under the Login Sub tab, Click on Change Password.
How Do we Set Up Session Time outs?
1) Click on your User Name on your top right hand corner.
2) Click on My Preferences.
3) Scroll down and Go to the Timeout Tab that is just under Security Preferences
4) Set-Up your Inactivity Duration log out, Hours and Minutes. Ie Instruct the System to log you out after being inactive in the system after how many Hours and or minutes.
5) Set-Up your Session Duration logout. Ie you intend to be logged into your current Session for how long!.
