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Sage Intacct for New Starters: Beginners Guide to Sage Intacct

In Business Management Software, Sage Intacct by Philippa

Reading Time: 6 minutes

Have you started a new role using Sage Intacct and need a little help?

Starting a new job is never easy, but we’ve got your back!

We can’t help you with those first-day nerves and we can’t make sure you remember everyone’s name, but one thing we can help you with is your Sage Intacct journey.

Starting a new role is always an exciting challenge, but you don’t want a challenging accounting system to go with it. So, we’re going to help you start learning the ropes of all things Sage Intacct in this blog.

A quick overview of Sage Intacct

First, let’s start by looking at how Sage Intacct is different from the ‘normal’ accounting software you may be used to.

  • Sage Intacct is cloud-based. This means you can access it at any time, from any place. It doesn’t need to be installed on your computer, you can even log in from your phone! Sage Intacct makes working from home easy.
  • Sage Intacct is a multi-entity platform. With Sage Intacct, you can have all your entities in one place and simply drop into your different entities. This also gives you top-level reporting with a shared Chart of Accounts and all of your data will roll up giving you access to important information, quickly. It’s a great way to get to know your organisation’s structure too!
  • Sage Intacct facilitates multi-dimensional accounting.  A dimension is an extra way to analyse costs and expenses. In Intacct, you can use ‘out of the box’ dimensions such as Department, Location, Item and Class to ‘tag’ your transactions and track your data! It allows businesses to look at the finer details by filtering down their Chart of Accounts and identifying areas of the business which may need improvement. Be sure to ask which dimensions your business is using and get ‘tagging’ your data. You can read more about dimensions in Intacct here.
  • Sage Intacct has different user levels. Be sure to find out what your internal setup is. More on Employee users can be found in the User Types topic link
    • Business users – These users are all things transactional, entering invoices, bank rec, posting journals etc.
    • Employee users – These users can view data by running reports, view dashboards and approve purchase orders or invoices.
  • Sage Intacct automatically rolls out new quarterly updates. You’re never on an ‘old version’ of Sage Intacct! The System does Quarterly updates, giving you the latest features and changes, automatically. Don’t worry though, I will be sending out blogs and videos of all the key highlights so you don’t miss a trick! Access any release rollouts from your homepage, and find our highlights blog on the latest release here.

Just as a side note, a new feature in this latest release you may benefit from as a new starter is the ‘Product tour’ feature which is being added to some of the pages, this gives you an overview of the page you are on. The tours describe the key concepts for each page and provide links to short videos that demo the applicable task. There are also links to new Basics help topics that have essential task information targeted to new users. Once this release is rolled out you will be able to access these tours on demand using the bullhorn icon.

Top tips for tailoring your Sage Intacct to suit you

Add your most used tasks/reports to your favourites.

On your applications menu, you will see a little star icon appear next to reports or tasks, click the star to add these to a ‘Favourites’ menu.

You can find your favourites on the top corner of your page and you can easily navigate to your most used tasks and reports quickly and easily. You can even drag and drop this menu and the applications menu into the exact order you want to see your list.

Create list views

Change how you view your list data such as supplier lists, customer lists, and invoice lists by creating a custom ‘List View’ to suit you. On the top of your list, you will see a ‘Manage views’ drop-down box, select ‘Create new view’.

From here you will see all the different bits of information you can bring to your list. To select what you want in your list simply tick or untick the boxes, and press next. Drag and drop your information in the order you want it to display and select next, enter any filters you want on your data and select next, put your list in your preferred order and select next. Finally, give your new list view a name and decide if you would like to ‘deploy’ which would allow everyone to view, or leave this box unticked and this will just be your view. Click Save and locate your new list by selecting the ‘All’ drop-down in the corner and choosing your list from there. Click here to read more on how to do this.

Create your own Dashboard

You may want to have a one-stop view of all the information you need access to straight away for your role. Go to the applications menu, Dashboards and click the plus + sign to start creating your own personalised space (Dashboard), with the reports and data that you need. Keep an eye out for an upcoming guide on how to create and amend your own Dashboards!New call-to-action

Sage Intacct Help & Support

If you do get stuck on something, then don’t worry because we have all types of different support available to you!

  • Check the Help Centre – Sage Intacct has its own Help Centre, allowing you to search for the topic you need and read all about it, Access the Help Centre. 
    • Another handy tip for the Help Centre is using the ‘Help on this page’ button in the top corner. This takes you directly to the help page you need for the feature you are in whilst on Sage Intacct, this is located in the top corner of your Intacct screen under ‘Help & Support’
  • Ask the community –  Sign up to the ever-expanding Sage Intacct community here, and ask other Sage Intacct users a question or even search through the previously asked questions on this topic and you may just find exactly what you’re looking for!
  • itas Support – If you are one of our customers, included in your Sage Intacct support package is unlimited access to a dedicated Sage Intacct Support Team.
    • Emailing Support: You can email support any time with details of an issue at . Try and include as much information as possible including screenshots if relevant. Your case will be logged and one of the support team will be in touch as soon as possible
    • Phone Support: You can call the support team by dialling 01824780000, and pressing 1 for Support. The support lines are open from 8.30 am to 5.30 pm Monday to Friday. You will be notified via email if there are any changes to these hours.
    • If you are interested in learning more about our Sage Intacct support, click here.

It’s time for you to get comfortable with Sage Intacct! 

Now we’ve got the basics covered, it’s time for you to get stuck in!

If you haven’t already signed up, the Learning Centre, is a great place to start. The Learning Centre is a space dedicated to Sage Intacct learning, with a library of training guides and videos on all things Intacct. It is a great way to ‘Self-pace’ your learning. I have included a guide on how to sign up, navigate and course recommendations to get you started here.

Your company may also have access to a ‘testing’ implementation or sandbox environment. This is a great place for you to test your newly learned skills without the fear of breaking anything or making any errors. Your admin should be able to set you up on this or if not, feel free to contact our support team and we can do it for you.

Before I sign off, make sure you follow us on LinkedIn and sign up for our Sage Intacct monthly newsletter using the form below so you can be the first to see when we publish any new blogs and Sage Intacct help guides!

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