Todd's Tips & Tricks

In this video, Todd Parsons discusses Sage Intacct tips and tricks, focusing on enhancing user experience and productivity through the platform's features. Todd covers topics such as leveraging RKL Solutions' free resources, utilizing custom fields, and efficiently managing approval processes. Additionally, he highlights the importance of using tools like Sage Collaborate and automating bank reconciliations for streamlined operations.

  • The session on Sage Intacct Tips and Tricks is designed to be interactive and informative, offering insights into various modules such as company, platform services, and cash management.
  • RKL Solutions provides free resources like blogs, LinkedIn groups, and events to help users better understand and utilize Sage Intacct.
  • The use of Sage Collaborate and enhanced lists are encouraged for better workflow and communication within the Sage Intacct system.