paystand symbol white logoAR + PAYMENTS
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AP + EXPENSE
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LATAM AR + AP
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Zazil Martinez 07/01/2024
5 Minutes

Master Sage Intacct: Your Guide to Sage Certification

Master Sage Intacct: Your Guide to Sage Certification

Table of Contents

  1. How to Get a Sage Intacct Certification?
  2. How Long Does It Take to Learn Sage Intacct?
  3. Where to Become Sage Intacct Certified?
  4. How Long Does Sage Training Take?
  5. 5 Best Resources in the Sage Intacct Learning Center
  6. Who Should Get Intacct Certified?
    1. Is Sage Certification Free for Accountants?
  7. Paystand + Sage Intacct Certification

 

Key Takeaways

  • Sage Intacct provides two certifications, Accounting Specialist and Implementation Specialist, enhancing user expertise and credibility.
  • Sage Intacct's certification process is entirely online and accessible through its Learning Center, offering various training resources.
  • The Learning Center includes on-demand and instructor-led courses covering financial reporting, custom field creation, and advanced reporting.

 

With roughly 3,000 customers worldwide, Sage Intacct is one of the top ERP solution and finance management software for growing and mid-market companies. It's also one of the top options for teaching users how to master everything it offers, with in-depth and user-friendly training to learn and master the platform.

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Offering training materials for users is nothing new for accounting software. Most vendors offer training support, mostly basic tutorials, and a few explainer videos. Learning how the software can leverage all features often requires an external consultant's help. Sage Intacct takes a different track with two certifications that empower users to harness the software's full potential.

There are many benefits to adding Sage Intacct software certification to your accreditations. But let's review the advantages in detail and then look at the process and resources you can use for your Sage Intacct training.

 

How to Get a Sage Intacct Certification?

To obtain certification, individuals must visit the Sage Intacct Learning Center. An upfront fee is required to access all necessary resources to earn the certification.

Sage Intacct offers training that covers essential knowledge, but users can also enroll in optional courses to enhance their expertise in specific subjects. After completing the required curriculum, users must pass a final exam to achieve certification.

It's important to note that only individuals can obtain Sage Intacct certification, not organizations, departments, or teams. Therefore, planning who will pursue certification within the organization is crucial. Certified team members may have additional responsibilities, such as assisting colleagues, training new hires on the software, or exploring the Sage Intacct Marketplace for innovative solutions to optimize the platform.

 

How Long Does it Take to Learn Sage Intacct?

The time it takes to become proficient in Sage Intacct can vary based on several factors:

  1. Prior Knowledge. Prior accounting software or financial management experience can shorten the learning curve for Sage Intacct, leveraging existing skills and concepts.
  2. Training Resources. Training resources, including documentation and online courses, are vital. Sage Intacct and partners offer training and support.
  3. Individual Learning Style. Learning styles vary; some prefer hands-on, others structured courses or video tutorials. Understanding your learning style and choosing the right resources can accelerate learning.
  4. Complexity of Implementation. Companies with complex processes or multiple entities may need more time to adapt and learn advanced features.
  5. Personal Dedication. Learning Sage Intacct is influenced by consistent practice, feature exploration, and application opportunities.
  6. Real-World Experience. Hands-on Sage Intacct experience enhances learning by tackling real-world projects, addressing challenges, and collaborating with colleagues.

It may take a few weeks to grasp Sage Intacct’s functionalities. However, becoming proficient in more advanced features and industry-specific applications can require several months or even longer. Continuous learning and staying up-to-date with software updates are essential for maintaining proficiency and maximizing Sage Intacct's benefits.

 

Where to Become Sage Intacct Certified?

The entire certification process happens online. The platform helps more Sage Intacct partners pursue certification by eliminating the need to be in a specific place.

Once you have purchased and implemented Sage Intacct, request an account to the Learning Center and enable a sign-on through the platform. Then, log in to Sage Intacct and access the Learning Center. Registration applies to only one person; peers and coworkers must register separately.

The Sage Intacct Learning Center is a comprehensive collection of resources with two purposes:

  1. Help individual users learn the ins and outs of Sage Intacct's features.
  2. Help organizations teach how to use Sage Intacct efficiently, informally, and cost-effectively.

 

How Long Does Sage Training Take?

The Sage Intacct Learning Center provides resources designed as a complete training solution. Partners can find resources to help them prepare for and pass certification examinations. These resources fall into different categories:

  • Subscriptions. Learning Center subscriptions include everything needed to ensure correct, consistent, compliant, and comprehensive software use. They include access to on-demand courses, workbooks, lab activities, and CPE credit opportunities.
  • On-Demand Courses. These courses address subjects like financial reporting and dashboards, validating data with smart rules, recognizing contract expenses, and more. Students can start whenever they like, pause as necessary, and finish at their own pace.
  • Instructor-Led Courses. Instructor-led courses offer more advanced topics in Sage Intacct training. Users can ask questions and walk through subjects like custom report creation, configuring inventory, project accounting, global consolidations, and contract management. Working directly with an expert helps develop a rich foundation in these subjects.

The Learning Center has an entire course catalog of on-demand and instructor-led courses. On-demand courses can start anytime, whereas instructor-led courses require advanced scheduling. Likewise, some courses are free, while others require an upfront fee.

 

5 Best Resources in the Sage Intacct Learning Center

The “best resources” differ for every company and accounting team, depending on their goals. Some of the resources available are worthwhile for anyone and everyone, including courses on:

  1. Sage Intacct Fundamentals. Over 8 hours, this course covers performing all the core accounting functions in Sage Intacct. Consider this mandatory for first-time Sage Intacct users.
  2. Financial Reporting and Dashboards. Sage Intacct has some of the best reporting tools. After this course, anyone can build reports without IT assistance or data dashboards that update vital metrics in real time, which is a massive asset for decision-makers.
  3. Creating Custom Fields On-Demand. Customized fields make accounting workflows more efficient and financial reports more descriptive. After learning how to create their fields, users can easily customize Sage Intacct to suit their exact accounting requirements.
  4. Working With Accounts Receivable. This course helps users automate much of their AP process and reveals where additional AP tools integrated with Sage Intacct could further upgrade the process.
  5. Advanced Reporting and Insights. This instructor-led course shows you how to take reporting and discovery to the next level by finding hidden data insights. Attendees will learn in-depth, detailed reporting from a Sage Intacct expert on diverse subjects.

 

Who Should Get Sage Intacct Certified?

Sage Intacct certification is available for two distinct professional groups: accountants and IT specialists. Many companies employ both and have both certifications.

The Accounting Specialist certification is designed for accountants who use Sage Intacct. It demonstrates their proficiency in utilizing the full suite of tools to deliver exceptional services. Sage Intacct is notably the only AICPA-approved financial software in the market.

Obtaining this certification can benefit accountants by helping them stand out in a competitive job market and showcasing a tech-savvy approach to financial management.

In contrast, the Implementation Specialist certification is intended for IT specialists, teams, departments, or companies implementing Sage Intacct. It signifies their experience, expertise, and endorsement from Sage Intacct. This certification provides a competitive advantage over partners who lack it, as software implementations are challenging but crucial to get right.

When considering Sage Intacct certification, it's essential to factor in the cost and time commitment. However, Sage Intacct aims to have many quality partners, making the certification affordable and flexible.

 

Is Sage Certification Free for Accountants?

While Sage Certification is not free for accountants, the benefits of obtaining certification can far outweigh the cost of the exams. Accountants who are serious about their careers should consider pursuing Sage Certification.

There are several benefits to obtaining Sage Certification, including:

  • Increased job opportunities. Sage Certification can help accountants stand out and increase their job chances.
  • Higher salaries. Accountants with Sage Certification can earn higher wages than those without certification.
  • Enhanced skills. Sage Certification can help accountants improve their skills and become more proficient in using Sage accounting software.
  • Increased credibility. Sage Certification can help accountants build credibility with their clients and employers.

 

Paystand + Sage Intacct Certification

A significant strength of Sage Intacct is its list of robust integrations available. Paystand is one of the many solutions that can share data with Sage Intacct to streamline workflows, eliminate errors, and maximize productivity. With Paystand and Sage Intacct working together, accounts receivable perform better and require less input.

Anyone looking to make Sage Intacct a core business component should consider what Paystand adds to the equation. Paystnad's Sage Intacct Integration can expand and streamline your services. And like a certification, it can make your business look more attractive than others.

Offering the only zero-fee B2B payments app for Sage Intacct, Paystand's Sage Intacct Integration can enhance your with features that integrate within Sage Intacct dashboards such as:

  • Embedded payment links
  • Multiple payment rails
  • The zero-fee Paystand Bank Network
  • Automated cash application and reconciliation

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To learn more about how to get the most out of Sage Intacct, download our free eBook, Best Practices for Sage Intacct. This comprehensive guide provides valuable insights and practical tips to help you optimize your accounting processes, enhance efficiency, and gain a competitive edge. Don't miss out on this opportunity to unlock the full potential of Sage Intacct.

 


Written by Zazil Martinez

10 years of content creation for digital platforms, as well as a creative lead for advertising, marketing campaigns, and copywriting

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Paystand is on a mission to create a more open financial system, starting with B2B payments. Using blockchain and cloud technology, we pioneered Payments-as-a-Service to digitize and automate your entire cash lifecycle. Our software makes it possible to digitize receivables, automate processing, reduce time-to-cash, eliminate transaction fees, and enable new revenue.

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