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Working Smarter with Sage Intacct
(Live Event)



In this three‑hour session, you’ll learn practical ways to get more value from Sage Intacct.

The session will include:
Reporting Essentials
  • A practical introduction to getting more insight and efficiency from Sage Intacct’s reporting tools, including:
  • Scheduling reports to automate delivery and keep stakeholders informed
  • Improving visibility across your data with smarter reporting techniques
  • Building in‑depth Custom Reports, tailored to your organisation
    Core Functionality Deep Dive
  • A hands‑on look at key areas of Intacct to help you work faster and with greater confidence:
  • User Account Management – setting users up correctly and maintaining secure access
  • Cash & Month-End with Close Automation – streamlining processes and reducing manual effort
  • Custom Fields – capturing the right information to enhance your workflows
  • Practical tips and tricks to help you work smarter in Sage Intacct
    Q&A
We’ll finish with an open Q&A, allowing you to ask questions specific to your organisation or individual use case.

Details:
London - 08th July - 9:30 AM-12:30 PM
London - 08th July - 1:00 PM-4:00 PM
Newcastle - 20th October - 9:30 AM-12:30 PM
Newcastle -20th October - 1:00 PM-4:00 PM
This course is available to TSG Sage customers - if you think you should have access, please contact us at tsg.academy@tsg.com
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Meet the instructor

Sam Hodge

Sam is TSG's Sage Intacct Consultant, responsible for the deployment and support of solutions.
Sam Hodge – Sage Intacct Support & Delivery Consultant
Sam began working with Sage software as a trainee consultant in early 2023 and has since progressed to leading full Sage Intacct implementations for UK education clients, with a particular focus on Multi-Academy Trusts (MATs). Sam’s role encompasses the entire project lifecycle—from initial scoping and configuration through to training, go-live, and ongoing support.
In addition to delivery, Sam supports presales activities through product demonstrations and scoping sessions, develops learning resources, and presents at webinars and education events. With a hands-on, solutions-focused approach, Sam ensures each implementation is tailored to the specific needs of the trust.
Patrick Jones - Course author
Meet the instructor

James Collins

James is the Customer Experience Manager for Education at TSG, working closely with Education over the last 12 months. His role is all about making sure our education customers have the best possible experience with us — improving consistency, shaping the roadmap based on feedback, and helping you get more value from your partnership with TSG with support, solutions and TSG Academy.
Patrick Jones - Course author