Sage Intacct Implementer Exam
Practice Questions
How can you use the worker dimension? (pick all that apply)
a. Personnel log in to Sage Intacct
b. Assign employees as branch managers
c. Transactions can be coded to personnel
d. Assign permissions to employees - ANS-B & C - you can not assign permissions to
employees. Permissions can most effective be assigned to customers. Also, personnel are
not granted login get admission to to Sage Intacct, this is only for customers.
How do you configure order access in order that the bill to and deliver to lists best show
contacts associated with the selected consumer? Set the contacts putting to:
a. User profile
b. Contact profile
c. Display all contacts
d. Limit to contacts related to customer best - ANS-D. Restriction to contacts associated with
patron simplest
How do you configure the User entities tab of the user to grant get right of entry to to all
existing entities?
A. Do now not pick out any entities
b. Pick every existing entity
c. Pick out enable get admission to to pinnacle-stage - ANS-A. Do no longer choose any
entities. It is counseled now not to specify all entities for granting customers get right of entry
to to all entities, as an alternative if no entities are selected for a person, they're don't forget
unrestricted and will have visibility to all entities and top-level.
How do you create a workflow that may be used in all entities
create the workflow at the ________ and pick ___ on the entity settings tab. -
ANS-Top-stage and no entities
How do you publish a magazine entry to a closed duration?
A. Assign permissions to post magazine entries to closed intervals
b. Submit an adjusting magazine entry
c. You cannot put up entries to a closed duration - ANS-B. Post an adjusting journal entry -
most effective adjusting journal entries can be published to closed periods. If the period is
likewise locked, no entries (which includes modifications) can be published.
, How do you prevent all entries to the General Ledger via a selected term?
A. Near the books
b. Near the subledgers
c. Lock closed durations
d. Open the books. - ANS-C - lock closed durations
How do you document a invoice and fee outdoor the normal AP technique?
A. Manual charge
b. Adjustment > credit memo
c. Adjustment > debit memo
d. Improve - ANS-A. Manual Payment
On a transaction definition, when the transaction posting is ready to Accounts Payable,
wherein the transaction submit? (select that all apply)
a. Purchasing
b. Accounts Payable
c. General Ledger
d. Cash Management - ANS-A, B, C - Purchasing, Accounts Payable, and General Ledger
On the overall tab, which template type we could Employee users create transactions?
A. Quote
b. Order
c. Listing
d. Adjustment - ANS-A. Quote - worker customers can handiest create transactions while the
template type is ready to Quote. Quotes usually do no longer put up to GL bills and you
typically do now not need Employee customers affecting GL debts.
On the safety tab, which alternative determines if the file can be brought at once, or if it is
able to simplest be converted from other transactions
a. Edit policy
b. Delete coverage
c. Create coverage
d. Create transactions in - ANS-C. Create coverage
Note:
The create coverage alternatives are:
- new report or convert
- convert simplest
By setting a document to convert best, you are requiring that users observe the workflow
Practice Questions
How can you use the worker dimension? (pick all that apply)
a. Personnel log in to Sage Intacct
b. Assign employees as branch managers
c. Transactions can be coded to personnel
d. Assign permissions to employees - ANS-B & C - you can not assign permissions to
employees. Permissions can most effective be assigned to customers. Also, personnel are
not granted login get admission to to Sage Intacct, this is only for customers.
How do you configure order access in order that the bill to and deliver to lists best show
contacts associated with the selected consumer? Set the contacts putting to:
a. User profile
b. Contact profile
c. Display all contacts
d. Limit to contacts related to customer best - ANS-D. Restriction to contacts associated with
patron simplest
How do you configure the User entities tab of the user to grant get right of entry to to all
existing entities?
A. Do now not pick out any entities
b. Pick every existing entity
c. Pick out enable get admission to to pinnacle-stage - ANS-A. Do no longer choose any
entities. It is counseled now not to specify all entities for granting customers get right of entry
to to all entities, as an alternative if no entities are selected for a person, they're don't forget
unrestricted and will have visibility to all entities and top-level.
How do you create a workflow that may be used in all entities
create the workflow at the ________ and pick ___ on the entity settings tab. -
ANS-Top-stage and no entities
How do you publish a magazine entry to a closed duration?
A. Assign permissions to post magazine entries to closed intervals
b. Submit an adjusting magazine entry
c. You cannot put up entries to a closed duration - ANS-B. Post an adjusting journal entry -
most effective adjusting journal entries can be published to closed periods. If the period is
likewise locked, no entries (which includes modifications) can be published.
, How do you prevent all entries to the General Ledger via a selected term?
A. Near the books
b. Near the subledgers
c. Lock closed durations
d. Open the books. - ANS-C - lock closed durations
How do you document a invoice and fee outdoor the normal AP technique?
A. Manual charge
b. Adjustment > credit memo
c. Adjustment > debit memo
d. Improve - ANS-A. Manual Payment
On a transaction definition, when the transaction posting is ready to Accounts Payable,
wherein the transaction submit? (select that all apply)
a. Purchasing
b. Accounts Payable
c. General Ledger
d. Cash Management - ANS-A, B, C - Purchasing, Accounts Payable, and General Ledger
On the overall tab, which template type we could Employee users create transactions?
A. Quote
b. Order
c. Listing
d. Adjustment - ANS-A. Quote - worker customers can handiest create transactions while the
template type is ready to Quote. Quotes usually do no longer put up to GL bills and you
typically do now not need Employee customers affecting GL debts.
On the safety tab, which alternative determines if the file can be brought at once, or if it is
able to simplest be converted from other transactions
a. Edit policy
b. Delete coverage
c. Create coverage
d. Create transactions in - ANS-C. Create coverage
Note:
The create coverage alternatives are:
- new report or convert
- convert simplest
By setting a document to convert best, you are requiring that users observe the workflow
