November 8 - 12, 2021

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Sage Transform Conference

As well as the information and updates you expect to receive on Sage Intacct, Sage Transform will include additional keynotes and breakouts. This means additional sessions purpose-built for customers of Sage Intacct Budgeting and Planning and Sage People. Looking forward, we also plan to build upon and fully integrate our CRE, Sage X3, Sage 100, and Sage 300 products in 2022. This event is structured to equip customers with the power of Sage solutions and share how they are designed to help navigate digital transformation – all while providing value to take back to your organization.

Featured Sessions

A Cash and Accrual World—How this Dual Reporting Engine Works [RPT1205B]

Now more than ever, cash is one of the most important numbers on your organization’s financials. Many organizations need to report on an accrual basis for compliance with accounting standards and audit needs. However, most small and medium-sized businesses also need visibility into cash basis performance. Cash basis financial statements, in combination with Sage Intacct dimensions, are going to provide detailed answers to some of the critical who, what, when, where, and why questions you might be asking. Join this session to hear more about the mechanics of cash and accrual and get some real-life tips and tricks from Jim Norton, GRF CPAs & Advisors Senior Manager, on how he used the cash and accrual functionality to produce powerful, deep analytical reporting that helped his business more intimately understand their sources and uses of cash flow.

Dynamic Allocations: Side Effects May Increase Accuracy and Decrease Effort [PROD1109B]

Are you having to export data to compile revenue and expenses for allocation monthly, weekly, maybe even daily? Are you maintaining time consuming external spreadsheets? It’s time to ditch the manual work and let Dynamic Allocations handle it. Want to allocate overhead to projects based on their share of salaries? Maybe you have contractually allowed indirect rates calculated on an allowable pool of cost. What about tax-based compliance, forecasting project cost scenarios, or inter-entity distribution of funds? Across a truly impressive variety of use cases, Dynamic Allocations will help drive efficiency, productivity, and accuracy from what was previously a manual process, to a now streamlined and automated task. Dynamic Allocations is a malleable tool which can conform to the needs of almost any business.


Jim Norton, CPA

Former Principal, Accounting Technology Services

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