Webinar

The Quest for the Golden Ledger: A Smart Rules Adventure

February 27, 2025 | 10:00 AM - 10:30 AM PT

Webinar Highlights
Is This Program For You?
Adaptive Insights Professional Services
Service
of Interest
Career Benefits PTO
~30 Minutes
Time Allotment
This webinar is approximately 30 minutes of viewing time.

Webinar Content

The Sage Chronicles: Choose Your Own Adventure

Become the hero of your finance function with expert-guided, bimonthly Sage Intacct adventures.


As the steward of your organization’s financial health, the accuracy and integrity of your records rest in your hands. With each transaction, approval and journal entry, you face decisions that shape the kingdom—your business.

Thankfully, you don’t need a team of wizards (or developers) to safeguard the kingdom’s financial integrity. With Sage Intacct Smart Rules, you can easily create customized rules tailored to your specific business needs.

This is just the first adventure in our Ask a Sage Expert series. Register once and join us for future journeys, each tackling a new challenge in Sage Intacct.

Who Should Attend

Sage Intacct clients and users

Learning Objectives:

  • Unlock the power of Smart Rules to automate and enforce 1099 vendor requirements
  • Discover how to elevate AR invoice descriptions using Smart Rules
  • Explore best practices for using dimension relationships

Speakers

  • Sam Narlock, Senior Consultant, Armanino Advisory LLC
  • Joseph Ocbena, Solution Architect, Armanino Advisory LLC
Resources
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