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Nonprofit & Social Services
Grant and program reportingSage Intacct Training & Enablement
Help people work with confidence.
Training grounded in the transactions, approvals, reports and responsibilities your people own, so knowledge stays with your team.
What this service is
Training built around the work people actually do.
Who it is for
- New finance team members who need a structured start.
- Teams whose habits have drifted since go-live.
- Administrators taking ownership of users, roles and configuration.
- People who build, read and rely on reports.
We help finance teams use Sage Intacct confidently: new users, experienced users, approvers, administrators and report builders. Training follows your processes and your data, not generic screens, so people can handle real work, including exceptions and period end, without relying on one person who knows how it works.
How we help
- 01Learning by roleBuilt around each person’s tasks and approvals.
- 02Real scenariosYour transactions, exceptions and period end.
- 03Guided practiceHands on work in Sage Intacct with a specialist alongside.
- 04Lasting independenceRepeatable guidance your team keeps using.
Our training approach
How we train: from first task to independence.
Every learner moves through the same five steps: Role → Real scenario → Guided practice → Confidence → Independence. The work in each step changes with the role, and follows your own roles, approval hierarchy and controls.
01 · Role
We map each person’s responsibilities, tasks and approvals, so training covers exactly the work they own.
For an AP user
Creates and codes vendor bills, resolves exceptions, routes transactions for approval, and completes the AP steps assigned to the role.
02 · Real scenario
We build the training on your transactions, approvals, exceptions, corrections and period end, not on generic examples.
For an AP user
A vendor bill needs to be entered, coded and moved through the organization’s approval process.
03 · Guided practice
People practise in Sage Intacct with a specialist alongside, until the task feels routine.
For an AP user
Enter or correct the bill, apply the required coding, resolve the exceptions the role may resolve, submit it for approval, then complete any further AP steps assigned to the role.
04 · Confidence
We confirm people can complete their work correctly, including the exceptions that usually cause calls for help.
For an AP user
Knows which steps belong to the role, and where approval and payment authorization sit in the organization’s controls.
05 · Independence
We leave repeatable guidance and reinforce adoption, so your team keeps working without outside help.
For an AP user
Completes assigned AP work confidently within the organization’s approval and payment controls.
01 · Role
We map each person’s responsibilities, tasks and approvals, so training covers exactly the work they own.
For an approver
Reviews the information relevant to the assigned approval point, then approves, rejects or escalates.
02 · Real scenario
We build the training on your transactions, approvals, exceptions, corrections and period end, not on generic examples.
For an approver
A transaction or payment is waiting for your approval: a purchase request, a vendor bill or a payment, depending on where the role sits in the approval process.
03 · Guided practice
People practise in Sage Intacct with a specialist alongside, until the task feels routine.
For an approver
Understand what is being approved, review the information that control point requires, check policy, budget, coding and supporting documents where they apply, then approve, reject or escalate.
04 · Confidence
We confirm people can complete their work correctly, including the exceptions that usually cause calls for help.
For an approver
Knows what they are approving at their control point, and why.
05 · Independence
We leave repeatable guidance and reinforce adoption, so your team keeps working without outside help.
For an approver
Applies the organization’s approval rules confidently at the control point assigned to the role.
01 · Role
We map each person’s responsibilities, tasks and approvals, so training covers exactly the work they own.
For a finance administrator
Owns users, roles and configuration.
02 · Real scenario
We build the training on your transactions, approvals, exceptions, corrections and period end, not on generic examples.
For a finance administrator
A new user, a role change or a Sage Intacct release.
03 · Guided practice
People practise in Sage Intacct with a specialist alongside, until the task feels routine.
For a finance administrator
Manage users, roles, permissions and configuration changes.
04 · Confidence
We confirm people can complete their work correctly, including the exceptions that usually cause calls for help.
For a finance administrator
Changes the system without weakening controls.
05 · Independence
We leave repeatable guidance and reinforce adoption, so your team keeps working without outside help.
For a finance administrator
Relies less on outside help.
01 · Role
We map each person’s responsibilities, tasks and approvals, so training covers exactly the work they own.
For a reporting user
Builds and reads management reports.
02 · Real scenario
We build the training on your transactions, approvals, exceptions, corrections and period end, not on generic examples.
For a reporting user
A new management reporting request.
03 · Guided practice
People practise in Sage Intacct with a specialist alongside, until the task feels routine.
For a reporting user
Build a report on the right dimensions.
04 · Confidence
We confirm people can complete their work correctly, including the exceptions that usually cause calls for help.
For a reporting user
Knows the report is correct and consistent.
05 · Independence
We leave repeatable guidance and reinforce adoption, so your team keeps working without outside help.
For a reporting user
Keeps reports trusted as needs change.
01 · Role
We map each person’s responsibilities, tasks and approvals, so training covers exactly the work they own.
For a new employee
Joining the finance team.
02 · Real scenario
We build the training on your transactions, approvals, exceptions, corrections and period end, not on generic examples.
For a new employee
Raising a first purchase requisition.
03 · Guided practice
People practise in Sage Intacct with a specialist alongside, until the task feels routine.
For a new employee
Walk through the tasks they own, one at a time.
04 · Confidence
We confirm people can complete their work correctly, including the exceptions that usually cause calls for help.
For a new employee
Knows where to look when something seems wrong.
05 · Independence
We leave repeatable guidance and reinforce adoption, so your team keeps working without outside help.
For a new employee
Works day to day without asking for help.
01 · Role
We map each person’s responsibilities, tasks and approvals, so training covers exactly the work they own.
For a refresher learner
Has used Sage Intacct for a while.
02 · Real scenario
We build the training on your transactions, approvals, exceptions, corrections and period end, not on generic examples.
For a refresher learner
Habits that have drifted since go-live.
03 · Guided practice
People practise in Sage Intacct with a specialist alongside, until the task feels routine.
For a refresher learner
Revisit the tasks done less often, with real examples.
04 · Confidence
We confirm people can complete their work correctly, including the exceptions that usually cause calls for help.
For a refresher learner
Handles period end and exceptions correctly again.
05 · Independence
We leave repeatable guidance and reinforce adoption, so your team keeps working without outside help.
For a refresher learner
Works consistently without workarounds.
What the training covers.
We keep training close to the real work, so it is used the day after.
- Everyday transactions
- Approvals
- Exceptions and corrections
- Period end and close tasks
- Reports and dashboards
- Administrator responsibilities
Ways to learn
- Learning by role
- Built around each person’s responsibilities.
- New user onboarding
- A structured start for people joining the finance team.
- Refresher training
- Rebuild confidence where habits have drifted.
- Administrator training
- Configuration, roles, permissions and change ownership.
- Reporting training
- Build, modify and trust the reports people depend on.
- Module training
- Depth in the modules your organization uses.
- Process guidance
- Guidance written around your processes, not generic screens.
- Adoption reinforcement
- Follow up sessions that keep new ways of working in place.
The goal is confident, independent work in your own environment.
Training appears in three places, on purpose.
One principle runs through each: learn in role, with real scenarios.
- During an implementation
Implementation training
Project and go-live training by role, with readiness confirmed before cutover.
Explore - For live customers
Training & Enablement
New users, refreshers, administrators, reporting, modules, process guidance and adoption.
You are here - Within ongoing support
Support Beyond Go-Live
Targeted enablement as needs change.
Explore
Who needs more confidence in Sage Intacct?
Tell us about the roles and processes involved. We will shape the training around them.