Videos

33 articles

Written by Randi Galron

Watch: Overview of Sage Intacct Planning (SIP)

Written by Randi Galron. Updated over a week ago

Watch: Forecasting and actuals management in Sage Intacct Planning (SIP)

Learn how to manage the ongoing planning processes of forecasting and comparing your plan to actuals in Sage Intacct Planning (SIP).

Written by Randi Galron. Updated over a week ago

Watch: Financial modeling and scenarios in Sage Intacct Planning (SIP)

Learn how you can use models and scenarios to enhance your budget.

Written by Randi Galron. Updated over a week ago

Watch: Getting started with the dashboard

Learn the dashboard basics in Sage Intacct Planning (SIP)

Written by Randi Galron. Updated over a week ago

Watch: How to set up my department structure

Learn how you can build your departments structure and easily revise it as your company changes and grows.

Written by Randi Galron. Updated over a week ago

Watch: How to import data from Microsoft Excel

Learn how to use the Import tool to import data from Excel or your existing spreadsheet

Written by Randi Galron. Updated over a week ago

Watch: How can I export my information from Sage Intacct Planning (SIP)?

Learn how to output information from Planning (SIP) to Microsoft Excel or PDF formats.

Written by Randi Galron. Updated over a week ago

Watch: How do I create a budget template and share it with others?

Learn how the budget you created in Sage Intacct Planning (SIP) can be used as a template to create additional budgets.

Written by Randi Galron. Updated over a week ago

Watch: How do I backup my budget and restore it later?

Learn how you can backup a budget, by creating a file on your computer, that can be restored and used by you or others.

Written by Randi Galron. Updated over a week ago

Watch: How do I categorize my expenses?

Learn how to use expense categories to assist you in managing the various types of expenses which comprise your budget.

Written by Randi Galron. Updated over a week ago

Watch: How do I quickly add multiple new hires?

Learn how to add multiple hires with the same role and wages, in one budget line

Written by Randi Galron. Updated over a week ago

Watch: How do I enter an investment (equity financing) ?

Learn how to enter set up and manage your equity financing

Written by Randi Galron. Updated over a week ago

Watch: How do I enter subscription revenues?

Learn how to model subscription revenue based on customers paying for services or products in regular intervals

Written by Randi Galron. Updated over a week ago

Watch: How do I build my budget tree?

Learn how to create a budget structure that best suits your business

Written by Randi Galron. Updated over a week ago

Watch: How can I personalize my dashboard?

Learn how to personalize and expand your dashboard beyond our default metrics and KPIs

Written by Randi Galron. Updated over a week ago

Watch: How to arrange a budget by geographies

Learn how to add the geography dimension to your budget plan, using the “by geography” attribute

Written by Randi Galron. Updated over a week ago

How do I compute expenses based on other lines

Learn how to calculate expenses based on information in other budget lines.

Written by Randi Galron. Updated over a week ago

How to move or split an employee between two departments or more

Learn how you can split an employee's time between two different roles, or transfer to a new role or location during the budget period.

Written by Randi Galron. Updated over a week ago

How to analyze and present assumptions sensitivity

Learn how to instantly view and assess how changes in your assumptions will impact your budget plan.

Written by Randi Galron. Updated over a week ago

How to allocate a shared cost between departments?

Learn how to use allocations to divide your expenses between different departments and geographies

Written by Randi Galron. Updated over a week ago

How to set my budget assumptions

Learn how to manage your assumptions and then use them throughout your budget.

Written by Randi Galron. Updated over a week ago

How do I enter a budget reserve or a buffer

Learn how when planning your budget, include a reserve, or a buffer, to help you in cases such as unforeseen expenses and overages.

Written by Randi Galron. Updated over a week ago

How do I arrange my Operational expenses?

Learn how to arrange your day-to-day, ongoing expenses by department, geography or other

Written by Randi Galron. Updated over a week ago

How to work with Cash, P&L and Balance sheet

Learn how Sage Intacct Planning (SIP) automatically creates your cash plan, P&L report, and balance sheet based on your budget plan.

Written by Randi Galron. Updated over a week ago

How to add an asset or depreciate an expense

Learn how to account for asset purchases, such as computers and furnitures, that will serve your business for a long period of time

Written by Randi Galron. Updated over a week ago

How do I enter expenses based on my new hires plan, like recruiting?

Learn how to use your headcount plan to create various calculations, such as recruiting cost or computer purchase for every new employee

Written by Randi Galron. Updated over a week ago

How do I enter an expense per employee, like software costs?

Learn how to use your existing headcount plan in order to generate budget lines such as a monthly software cost per employee

Written by Randi Galron. Updated over a week ago

Watch: Getting started with models

Written by Randi Galron. Updated over a week ago

Watch: How to work collaboratively on a budget

Learn how to use the share feature to work collaboratively with your peers, in read or modify mode

Written by Randi Galron. Updated over a week ago

Watch: Getting started with scenarios

Written by Randi Galron. Updated over a week ago

How to enter complex cash and recognition schedules for sales deals?

Learn how to set your own cash receipt and revenue recognition schedules, for complex deals which aren't covered in our standard templates

Written by Randi Galron. Updated over a week ago

How to add a salary increase

Learn how to add a salary increases to a single employee, or a yearly increase for all of your employees

Written by Randi Galron. Updated over a week ago

How do I enter my revenues?

Learn how to use our standard revenue templates and groups

Written by Randi Galron. Updated over a week ago