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The Continuous Close: Month-End for the Modern Accountant

December 28, 2021 @ 1:00 pm - 2:00 pm EST

Free
CLA CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Register

In sales, ABC stands for “Always Be Closing.” To make a sale, you should always be trying to close a sale. That’s a great approach for sales, but not for an accounting and finance team closing their books at month-end. Or is it? While the idea of always being in “close the books” mode may not sound appealing, it’s actually an innovative approach to a problem as old as T-charts. In this session, we’ll show you features of Sage Intacct that will help you operate in continuous close mode, which can lead to faster, more accurate, and more efficient closes while also providing you with greater insights into your organization.

Read this related CLA Sage Intacct blog post to learn more.

Learning objectives:

  • Identify how to utilize the new Checklists feature in Sage Intacct to assign tasks and complete an organized and efficient close
  • Explain how Sage Intacct’s new artificial intelligence/machine learning feature, GL Outlier Detection, can be used to validate transaction coding and alert you when transactions diverge from patterns in historical coding
  • Recognize how to integrate your bank feed with Sage Intacct and leverage to continuously monitor and reconcile cash

Presenter

My Huynh, Senior Consultant

 

CPE

Recommended CPE: Up to 11 credits available: 1 credit Computer Software and Applications per live session
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

* Recorded sessions are not eligible for CPE credit.

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