Sage Intacct Implementation
EXAM COVERAGE - Sage Intacct Implementation
The Sage Intacct Implementation exam evaluates knowledge and skills required to
successfully deploy, configure, and optimize Sage Intacct cloud-based financial
management software. Key topics include general ledger setup, chart of accounts
design, and financial dimensions configuration.
The exam covers accounts payable and receivable processes, order management,
cash management, and multi-entity/multi-currency setups, as well as budgeting,
reporting, and dashboards. Candidates are tested on workflow configuration, user roles
and permissions, system security, and automation of financial processes.
General Ledger: What GL configuration option prevents users from entering a journal
entry or other transaction that does not balance for the current dimension?
✓ Correct Answer: Enforce JE balancing
, General Ledger: What does an entity translate to for transacting in a multi-entity shared
environment?
✓ Correct Answer: Location
General Ledger: What rolls an account's ending balance, for each reporting period into
the retained earnings accounts, effectively making the balance forward for the account
zero?
✓ Correct Answer: Non-closing accounts
General Ledger: What would cause a JL journal entry to fail?
✓ Correct Answer: Modifying template header titles
General Ledger: What do you enable to require approvals for all transactions in a
particular journal?
✓ Correct Answer: Journal Entry approvals
General Ledger: What records are used to track non financial data, such as employee
headcount or the number of members?
✓ Correct Answer: Statistical Accounts
General Ledger: What process prevents entries and/or changes to a ledger for a
specific period?
✓ Correct Answer: Closing the books
General Ledger: Which type of journal entry is used for posting to a closed period?
✓ Correct Answer: Adjusting
Purchasing: What enables to categorize items for the purpose of posting to specific GL
Accounts when using Advanced Workflows in the purchasing application?
✓ Correct Answer: Item GL Group
Purchasing: PO for a certain qty of item, need to pay for lesser qty. What setting in the
PO transaction definition controls how you would process this transaction?
✓ Correct Answer: Partial Conversion Handling
Purchasing: What dimension represents goods or services purchased from a vendor?
✓ Correct Answer: Item
Purchasing: How does the system determine what type of transactions require aproval,
what approvals are required, and the sequence of approvals?
✓ Correct Answer: Approval Policies
Purchasing: What transaction definition setting requires at least one debit/credit account
pair defined?
✓ Correct Answer: Transaction Posting set to Accounts Payable
Accounts Receivables: What would you view to see all of the following information:
customer aging info, amount due and amount paid, and total payments received?
✓ Correct Answer: Statement
EXAM COVERAGE - Sage Intacct Implementation
The Sage Intacct Implementation exam evaluates knowledge and skills required to
successfully deploy, configure, and optimize Sage Intacct cloud-based financial
management software. Key topics include general ledger setup, chart of accounts
design, and financial dimensions configuration.
The exam covers accounts payable and receivable processes, order management,
cash management, and multi-entity/multi-currency setups, as well as budgeting,
reporting, and dashboards. Candidates are tested on workflow configuration, user roles
and permissions, system security, and automation of financial processes.
General Ledger: What GL configuration option prevents users from entering a journal
entry or other transaction that does not balance for the current dimension?
✓ Correct Answer: Enforce JE balancing
, General Ledger: What does an entity translate to for transacting in a multi-entity shared
environment?
✓ Correct Answer: Location
General Ledger: What rolls an account's ending balance, for each reporting period into
the retained earnings accounts, effectively making the balance forward for the account
zero?
✓ Correct Answer: Non-closing accounts
General Ledger: What would cause a JL journal entry to fail?
✓ Correct Answer: Modifying template header titles
General Ledger: What do you enable to require approvals for all transactions in a
particular journal?
✓ Correct Answer: Journal Entry approvals
General Ledger: What records are used to track non financial data, such as employee
headcount or the number of members?
✓ Correct Answer: Statistical Accounts
General Ledger: What process prevents entries and/or changes to a ledger for a
specific period?
✓ Correct Answer: Closing the books
General Ledger: Which type of journal entry is used for posting to a closed period?
✓ Correct Answer: Adjusting
Purchasing: What enables to categorize items for the purpose of posting to specific GL
Accounts when using Advanced Workflows in the purchasing application?
✓ Correct Answer: Item GL Group
Purchasing: PO for a certain qty of item, need to pay for lesser qty. What setting in the
PO transaction definition controls how you would process this transaction?
✓ Correct Answer: Partial Conversion Handling
Purchasing: What dimension represents goods or services purchased from a vendor?
✓ Correct Answer: Item
Purchasing: How does the system determine what type of transactions require aproval,
what approvals are required, and the sequence of approvals?
✓ Correct Answer: Approval Policies
Purchasing: What transaction definition setting requires at least one debit/credit account
pair defined?
✓ Correct Answer: Transaction Posting set to Accounts Payable
Accounts Receivables: What would you view to see all of the following information:
customer aging info, amount due and amount paid, and total payments received?
✓ Correct Answer: Statement
