SAGE INTACCT IMPLEMENTATION
EXAM 2025-2026 QUESTIONS AND
CORRECT ANSWERS
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 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 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
Accounts Receivables: What Transaction Type Decreases The Amount A
,Customer Owes You? - CORRECT ANSWER Credit Memo
Accounts Receivables: What Customer Account Type Causes The System To
Apply Customer Payments Against The Total Balance Due? - CORRECT
ANSWER
Balance Forward
Accounts Receivables: What Feature Provides User-Friendly Names For GL
Accounts When Entering Customer Invoices? - CORRECT ANSWER
Account Labels
Accounts Receivables: What determines how customer discounts can be
calculated on the full transaction amount or total line items only? - CORRECT
ANSWER AR Terms
Accounts Receivables: How do you ensure Customer Invoices have no impact
on the General Ledger? - CORRECT ANSWER Import AR Invoices and
select historical posting
Accounts Receivables: How are new IDs or numbers automatically generated
for customers and transactions? - CORRECT ANSWER Document
Sequencer
Accounts Receivables: What Accounts Receivable Configuration Option
Prevents You From Deleting Updating Invoices? - CORRECT ANSWER
Enable Reversal Of Unpaid Invoices
Accounts Receivables: Displaying tax and subtotal fields on customer Invoices
is available only if you have enabled what feature in AR Configuration? -
CORRECT ANSWER Account Labels
, Accounts Receivables: How Do You Post An Undeposited Funds Payment
Receipt To Cash In Accounts Receivables? - CORRECT ANSWER Create A
Deposit
Accounts Receivables: What field name must be unique when importing
customers in a .csv import template? - CORRECT ANSWER CUST_NAME
Time & Expense: What provides recognizable names to the G/L accounts used
in expense reports in the T&E application? - CORRECT ANSWER Expense
types
Time & Expense: What Option Enables Approvals For Paying Employee
Expense Reports? - CORRECT ANSWER Expense Reports Approvals
Time & Expense: How Is The Manager Field Used In The Employee
Information Screen? - CORRECT ANSWER Vendor Bill Approval
Time & Expense: What record is tied to the employee dimensions so an
employee can submit their own expense reports from the T&E application? -
CORRECT ANSWER User
Order Entry: What Do Sales Orders, Sales Quotes, And Sales Invoices
Represent In The Order Entry Application? - CORRECT ANSWER
Transaction Definitions
Order Entry: How Are Permissions Used Within The Order Entry Application?
- CORRECT ANSWER Restrict Users To Enter Transactions Within A
Specific Transaction Definition
Order Entry: When Pricing Items In Sales Transactions, The System
Determines The Calculated Amount Of The Line By Using The Unit Price And
EXAM 2025-2026 QUESTIONS AND
CORRECT ANSWERS
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 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 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
Accounts Receivables: What Transaction Type Decreases The Amount A
,Customer Owes You? - CORRECT ANSWER Credit Memo
Accounts Receivables: What Customer Account Type Causes The System To
Apply Customer Payments Against The Total Balance Due? - CORRECT
ANSWER
Balance Forward
Accounts Receivables: What Feature Provides User-Friendly Names For GL
Accounts When Entering Customer Invoices? - CORRECT ANSWER
Account Labels
Accounts Receivables: What determines how customer discounts can be
calculated on the full transaction amount or total line items only? - CORRECT
ANSWER AR Terms
Accounts Receivables: How do you ensure Customer Invoices have no impact
on the General Ledger? - CORRECT ANSWER Import AR Invoices and
select historical posting
Accounts Receivables: How are new IDs or numbers automatically generated
for customers and transactions? - CORRECT ANSWER Document
Sequencer
Accounts Receivables: What Accounts Receivable Configuration Option
Prevents You From Deleting Updating Invoices? - CORRECT ANSWER
Enable Reversal Of Unpaid Invoices
Accounts Receivables: Displaying tax and subtotal fields on customer Invoices
is available only if you have enabled what feature in AR Configuration? -
CORRECT ANSWER Account Labels
, Accounts Receivables: How Do You Post An Undeposited Funds Payment
Receipt To Cash In Accounts Receivables? - CORRECT ANSWER Create A
Deposit
Accounts Receivables: What field name must be unique when importing
customers in a .csv import template? - CORRECT ANSWER CUST_NAME
Time & Expense: What provides recognizable names to the G/L accounts used
in expense reports in the T&E application? - CORRECT ANSWER Expense
types
Time & Expense: What Option Enables Approvals For Paying Employee
Expense Reports? - CORRECT ANSWER Expense Reports Approvals
Time & Expense: How Is The Manager Field Used In The Employee
Information Screen? - CORRECT ANSWER Vendor Bill Approval
Time & Expense: What record is tied to the employee dimensions so an
employee can submit their own expense reports from the T&E application? -
CORRECT ANSWER User
Order Entry: What Do Sales Orders, Sales Quotes, And Sales Invoices
Represent In The Order Entry Application? - CORRECT ANSWER
Transaction Definitions
Order Entry: How Are Permissions Used Within The Order Entry Application?
- CORRECT ANSWER Restrict Users To Enter Transactions Within A
Specific Transaction Definition
Order Entry: When Pricing Items In Sales Transactions, The System
Determines The Calculated Amount Of The Line By Using The Unit Price And
