ON-DEMAND SEMINAR


Automating Your Bank Reconciliation in Sage Intacct


Bank Reconciliations are an integral part of your accounting process, they can, however, be time-consuming. Sage Intacct has lots of helpful features to help you reconcile your data efficiently and accurately. In this seminar, we'll cover the following:

  • Create and Utilise Matching Rules
  • Connect your Bank Feeds directly into Sage Intacct and save time on imports
  • Navigating your Bank Rec Screen
  • In screen posting (Journals, Pay Invoices, Receive Payments, Manage Bank Charges & Interest)
  • Manage Reconciliations for Foreign Currency Banks
  • Reporting on Bank Rec (Reconciliation History Report, Pending Reconciliation Report)

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REGISTER NOW


Fill out the form below and you will receive an email with a link to watch the recording.

What is covered in this seminar?

Creating and Utilising Matching Rules
Manage Reconciliations for Foreign Currency Banks
Navigating your Bank Reconciliation Screen
Reporting on Bank Reconciliation

Award-winning software paired with an award-winning partner


At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner (and Sage Intacct Partner of the year!), our approach is to help you maximise technology to transform the way you work.


“The ability to shift to real-time reporting and our need to streamline our finance processes was the reason we selected Sage Intacct. I chose Hannah and her team at itas because of their consultative approach and the time they took to understand our needs and objectives. It is clear that they have the skills and depth of experience to deliver the right service for a complicated project like ours.”
ANDREW HARPER, CEO, ANCHOR GROUP SERVICES


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Sage Intacct wins Big Innovation award 2021

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