2024 Sage Intacct User Group Live Webcast

Join other Sage Intacct software users at our upcoming User Group Live Webcast.  During this online educational webinar, we’ll provide helpful hints and tips, best practice advice, and updates on new and upcoming product features.

We’ll also feature 3 of the most popular Sage Intacct add-on solutions.

Date & Time: Wednesday, September 25^th 1:00 – 4:30 pm ET

CPE Credit: 2 Credits – Does not pertain to third party section

Cost: Free

Click Here To Reserve Your Seat Today!

Agenda:

1:00pm – 1:30pm ET: 2024 Release Updates

Sage continues to release exciting enhancements – and 2024 had several! We’ll walkthrough some of the highlights of the latest releases.

1:30pm – 1:45pm ET: Bank Rec/Bank Feeds 

The old classic Bank Rec. (But, a lot has changed over time!) Come find out new features like bank feeds and bank transactions to make reconciliations and month close even easier.

1:45pm – 2:00pm ET: Grant Tracking & Billing 

Do you bill various funding sources or have draw-down grants? This module takes Grant and Project tracking to a new level by streamlining and consolidating captured expenses for billing purposes.

2:00pm – 2:20pm ET: Platform Services – Custom fields, smart rules, dimension relationships 

Sage can probably do a lot more than you imagine. Meet the magic of Platform services. This powerful tool can help with custom fields, smart rules, and smart events. We’ll share practical use cases.

2:20pm – 2:45pm ET: Reporting 

No one ever complained about better reporting. We’ll show tips, tricks, and best practices when it comes to creating reports in Sage Intacct.

2:45pm – 3:00pm – Break

3:00pm – 3:30 pm ET: DataBlend

Discover the seamless integration of DataBlend with Sage Intacct. DataBlend’s Vice President of Customer and Partner Experience, Zachary Griggs, will discuss the planning and execution of integrating Sage Intacct and HubSpot.

He will also demonstrate the functionality of the DataFlow Connector for Contracts and Order Entry modules and share valuable insights on best practices for seamless planning and implementation of this integration.

DataBlend can help with:

1. Seamless Integration: Easily connect Sage Intacct with nearly 100 critical business applications.
2. Customizable Workflows: Tailor data workflows to fit specific business needs.
3. Real-Time Data Updates: Keep financial data up to date across all connected systems, providing accurate and timely insights for better decision-making.
4. Enhanced Reporting: Integrate data from multiple sources into Sage Intacct, enabling more comprehensive and insightful financial reports.
5. Improved Data Accuracy: Eliminate manual data entry, reduce discrepancies and data silos by ensuring consistent and accurate data across all platforms.

3:35pm – 4:00pm ET: Versa Pay

Efficiency Unlocked: Get more from Sage Intacct AR Automation

These days, accounts receivable teams are facing a significant challenge: Achieving superior results with fewer resources.

The good news? By integrating AR automation with Sage Intacct, you can unlock precious efficiency while also speeding up payments. And with more visibility over your financial operations in one place, you can make more informed decisions.

Our upcoming webinar is your chance to see a live demonstration of how we make it happen.

Learn how you can: 

• Cut manual work by up to 50% by leveraging automated workflows and intelligent AR processes.
• Reduce past-due invoices by 30%, enhancing your billing cycles and payment frequencies.
• Experience a 25% increase in the speed of payments, thanks to streamlined billing and collection strategies.

4:05pm – 4:30pm ET: Martus

Ditch complicated spreadsheets and files floating back and forth.  Come see how a cloud-based budget solution can simplify the budget process, create transparency, and eliminate formula errors – all while reading real-time actual data when developing the budget.

Learn how Martus can help:

• Create bottom-up, target-based budgets
• On-demand budget vs. actual reporting
• Personnel budgeting with allocations
• Forecasting & What-if Analysis

Questions?  Contact Leeah Peters at lpeters@dwdtechgroup.com.