Video hub

Explore how alternate budget versions provide insight into potential financial situations. Learn how to work with scenarios and share them with collaborators.

Unpack the dashboard feature—an intuitive tool designed to consolidate and present all your data in a single, easily accessible location.

Explore how models simplify complex budget calculations. Either use built-in templates, or create, customize, and integrate models into your budget.

Learn how to create, manage, and compare budget versions in the History window.

Learn how Sage Intacct Planning uses Mapping to maintain data consistency with Sage Intacct. Learn how to troubleshoot common mapping issues, adjust settings, and ensure accurate budget alignment for seamless data imports and exports.

• Creating a budget using Sage Intacct data

• Integration - moving data to and from Sage Intacct

• General navigation

• Sharing

• Models

• Scenarios

• Reporting and Dashboards - custom views

• History - snapshots and forecasts

• Salary and wage planning

• Using budget templates

• Tips & tricks

• Employee planning configuration

• Employee source data

• Importing employees

• Navigation

• Using functions

• Advanced benefits

• Categories and mapping

• Reporting

• Allocations

• Other employee line types

• Migrating employee data

• Program costs

• Models from library- Travel

• Conference

• Patient volume

• EBITDA

• Commissions

• Statistical accounts

• Forecasts

• Scenarios

This webinar covers the 3 methods of how to Roll your budget forward:

• Copy/paste method

• Export/import method

• Update actuals method

• Introduction to Sage Intacct Planning

• Utilizing Excel for budgeting

• Creating groupings in budgets

• Adding new accounts to the budget

• Best practices for budget management

• Forecasting and budget comparison

• Collaboration and budget sharing strategies

• Browser recommendations and tips

• Understanding Model and dimension structures

An overview video that summarizes the key benefits of using Sage Intacct Planning to prepare your budgets as opposed to Excel.

Take a glance at the core functions of Sage Intacct Planning, designed to streamline your budgeting process.

Effortlessly add, assign roles, deactivate, or remove users, while also monitoring all activities related to user management.

Learn how to enter data and utilize advanced cash and revenue recognition, with practical examples of primary budget line types.

Learn how the budget tree is designed to organize your budget data efficiently by grouping it into budget groups and lines.

Navigate and utilize the budget tree menu options.

Integrate with Sage Intacct to create budgets seamlessly using the integration wizard.

Explore how to integrate employee data into your budget and understand the flow from parent Salary & Wages lines to individual employee budget lines.

Learn about the main employee budget line types and understand how to make use of budget line templates tailored for entering employee data.

Discover how to simplify the monthly calculation of accrued vacation, with automated calculations that are driven by employee assumptions and salary data.

Dive into employee data management, focusing on tables and sheets, to understand how employee expenses influence your budget.