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MAKING ENTRY SCREENS MORE MEANINGFUL FOR END USERS
Length: 1 Hour
No CPE Available

Entering transactions is an important part of the workday for many end users. By using the entry layout feature you can layout the details section of a screens in a meaningful way. But that is only the beginning! In this watch & learn class we’ll touch briefly on editing the layout of the details sections, and then go deeper with several other ways you can make entry screens more meaningful for end users with tools available in Sage Intacct.
Class Prerequisites: General navigation of Sage Intacct.
Content:
• Effectively using the Edit Entries layout feature
• Adding helpful HTML text to a data entry screen
• Several useful examples of adding custom fields on entry screens
• Populating a same custom field through an order entry workflow
• Many tips and tricks from our experienced Intacct consultants

Jan 12, 2021 01:30 PM in Mountain Time (US and Canada)

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Speakers

Irene Bushnell
Senior Manager, Technology Consulting @Armanino LLP
Irene has a true passion for teaching organizations to fully utilize their accounting software. She shares her accounting expertise and real life experiences ensuring learning is both fun and informative. Irene knows her job is done when end users have the knowledge and tools to be efficient and successful in their accounting software.
Saher Ahmed
Manager, Technology Consulting @Armanino LLP
Saher enjoys conversing and training users on managing their financial data. Her passion is to empower software users to make decisions to improve workflow and commit to the tools available within the system allowing them to focus on enhancing company efficiency.