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Skill Paths for close, procure-to-pay, cash, and the ledger

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Period close

A month-end sequence from bank rec through subledger close, allocations, books, and reports.

50 min · intermediate · 0% complete

  1. 1.Bank Reconciliation
  2. 2.Accounts Payable
  3. 3.Accounts Receivable
  4. 4.Allocations
  5. 5.Close Workspace
  6. 6.Close Books
  7. 7.Financial Reporting
Start path

Procure-to-pay

Vendor master data through purchasing, AP, automation, and payment — the P2P cycle.

35 min · introductory · 0% complete

  1. 1.Vendors
  2. 2.Purchasing
  3. 3.Accounts Payable
  4. 4.AP Automation
  5. 5.Vendor Payments
Start path

Multi-entity

Entity structure, currencies, dimensions, consolidation, and group reporting.

45 min · advanced · 0% complete

  1. 1.Multi-Entity Management
  2. 2.Multi-Currency
  3. 3.Dimensions
  4. 4.Consolidation
  5. 5.Financial Reporting
Start path

Order-to-cash

From order and invoice through cash application — the O2C cycle.

30 min · introductory · 0% complete

  1. 1.Accounts Receivable
  2. 2.Order Entry
  3. 3.Cash Management
  4. 4.Financial Reporting
Start path

Cash and banking

Bank accounts, reconciliation, outbound payments, and cash visibility.

25 min · introductory · 0% complete

  1. 1.Cash Management
  2. 2.Bank Reconciliation
  3. 3.Vendor Payments
  4. 4.Dashboards & Analytics
Start path

Ledger foundations

How the books are structured: chart, dimensions, journals, GL, then reports.

40 min · introductory · 0% complete

  1. 1.Chart of Accounts
  2. 2.Dimensions
  3. 3.Journal Entries
  4. 4.Reporting Periods
  5. 5.General Ledger
  6. 6.Close Books
  7. 7.Financial Reporting
Start path

Start with a concept

What it is, why it matters, when you use it

Core Financials

General Ledger

The General Ledger is a core Intacct module that tracks all financial transactions within your organization. It serves as the central repository for your company's accounting data.

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Core Financials

Dimensions

Dimensions provide a way to organize data beyond standard account reporting, allowing you to segment financial information in reports. Dimension groups are named sets of members within a dimension.

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Accounts Payable

Accounts Payable

Accounts Payable (AP) manages payments to vendors for goods and services. It encompasses processes from receiving invoices to issuing payments.

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Accounts Receivable

Accounts Receivable

Accounts Receivable (AR) manages invoices and payments you receive from customers for goods or services provided. It tracks outstanding balances and helps ensure timely collections.

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Accounts Payable

AP Automation

AP Automation streamlines bill entry by automating draft bill creation from emailed or uploaded documents. It uses AI-powered anomaly detection to identify potentially risky transactions.

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Core Financials

Close Books

Closing books finalizes accounting periods and prevents posting transactions to prior periods. It's a key step in the period-end process.

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Browse by category

Core Financials

11 concepts

Accounts Payable

5 concepts

Accounts Receivable

1 concepts

Cash Management

2 concepts

Administration

5 concepts

Reporting

3 concepts

Multi-Entity

3 concepts

Revenue Management

2 concepts

Order Management

2 concepts

Asset Management

1 concepts

Time & Expenses

2 concepts

Tax & Compliance

1 concepts