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Length: 1.5 Hours
No CPE Available

An effective year end close is a formal process that has the steps and tasks outlined to ensure your Sage Intacct data is accurate, relevant and up to date. If you don’t have a formal process, or if you are wondering if you might be missing a few important steps in your year-end close, then you won’t want to miss this webinar. We’ll share a detailed sample checklist and walk through the tasks and steps needed to ensure your Sage Intacct data is in good order as one year closes and a new year begins!

Prerequisites: General navigation of Sage Intacct.

• Generating and reviewing audit trail information
• Identifying and closing draft or incomplete transactions
• Effectively reviewing and updating permissions and roles
• Inactivating unused vendors, customers, projects, and other master records
• Creating custom reports with the data needed to help accomplish year end tasks
• Dozens of tips and tricks by experienced Intacct consultants and accounting experts

Dec 8, 2020 12:00 PM in Mountain Time (US and Canada)

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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.