With so many daily tasks and data to enter into our accounting system, it’s easy to make a mistake or key in something incorrectly. Lucky for you, Sage Intacct can help you minimize errors with Smart Rules and Smart Events, which generate warning messages when the user makes a mistake.

Join Jim Norton, Senior Software Consultant at Dean Dorton, to discover a step-by-step guide on creating and managing Smart Rules and Smart Events.

You’ll discover how to:

  • Ensure data errors are minimized through the creation of smart rules and smart events
  • Differentiate between a smart rule and a smart event and how to set them up
  • Understand triggers, actions, and conditions

Anyone who plays a financial management role in their organization including (but not limited to):

  • CFOs/COOs/Controllers
  • VPs and Directors of Finance
  • Accountants, Bookkeepers, Office Managers
  • Presidents, Executive Directors