Sage Intacct Training

Your team may have Sage Intacct, but that doesn’t always mean everyone feels confident using it.

Dynamic Zenergy provides practical Sage Intacct training based on the tasks, Finance processes and questions your team needs help with.

Training can be provided remotely to organisations across Australia.

Help Your Team Use Sage Intacct With More Confidence

Sage Intacct training doesn’t have to mean taking your team through features they may never use.

I can focus the training on how your team actually uses Sage Intacct and the areas where they need more help.

This can be useful for new users, existing users who need additional support or Finance teams that want to improve how they use the system.

Training Based on What Your Team Needs

Before the training, we’ll discuss what your team needs help with.

What tasks do users find difficult?

What questions are they regularly asking?

Which processes are causing confusion?

Are there features your team isn’t confident using?

Have Finance processes changed since Sage Intacct was implemented?

The answers help determine what should be covered in the training.

Sage Intacct Training Areas

Training can be tailored to the Sage Intacct processes and functionality relevant to your team.

Depending on your requirements, this may include:

• navigating and using Sage Intacct
• Accounts Payable
• Accounts Receivable
• purchasing and approvals
• General Ledger processes
• bank reconciliation
• month-end processes
• reporting and dashboards
• data imports
• other Sage Intacct processes relevant to your organisation

The training content depends on your Sage Intacct environment and what your users need help with.

Training for New Sage Intacct Users

New users may need help understanding both Sage Intacct and the Finance processes they are responsible for completing.

Training can focus on the tasks they need to perform, where information is entered or reviewed and how their work fits into the wider Finance process.

This can help new users become more comfortable using Sage Intacct in their day-to-day role.

Refresher Training for Existing Users

Your organisation may have been using Sage Intacct for several years, but users can still develop questions, workarounds or different ways of completing the same process.

Refresher training can focus on the areas where your team needs more confidence or where additional knowledge may help them use Sage Intacct more effectively.

Training After Implementation or System Changes

Training can also support your team when Sage Intacct is first implemented or when processes, configuration or functionality change.

The training can focus on what has changed, what users need to know and how they will complete the relevant processes in Sage Intacct.

Explore Newer Sage Intacct Features

Sage Intacct continues to introduce new functionality, including AI and automation capabilities.

If your organisation has been using Sage Intacct for several years, training can also help your team understand newer functionality that may be relevant to their roles and Finance processes.

Feature availability can vary depending on your Sage Intacct environment, region and release.

Training for Finance and Other Sage Intacct Users

Training can be provided for Finance team members and other people in your organisation who use Sage Intacct as part of their role.

Rather than giving everyone the same training, the content can focus on what each group needs to understand and do in the system.

Need Help Identifying Training Gaps?

You may know that your team needs more Sage Intacct support but not know exactly what training should cover.

We can start by discussing the questions users are asking, processes they find difficult and areas where they are relying on workarounds.

If the issue is broader than training, I can also help identify whether process improvement, configuration, reporting or other Sage Intacct consulting may be worth exploring.

Sage Intacct Training Across Australia

Dynamic Zenergy is based in Sydney and provides remote Sage Intacct training to organisations across Australia.

Remote training makes it possible to work with team members in different locations and focus the sessions on the Sage Intacct processes relevant to your organisation.

Talk to Me About Sage Intacct Training

Tell me who needs training, what they use Sage Intacct for and where they need more help.

We can then discuss the training requirements and the most appropriate way to support your team.