December 20, 2022
1:00 pm - 2:00 pm

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Smart Rules and You: Creating Controls, Preventing Errors, and More

Smart Rules are an important tool that often get overlooked. Whether you want to warn users before they make a mistake, or stop them completely, Smart Rules are there to help you.

While it may seem scary at first, let us put your mind at ease. Come to this session to learn how to easily create Smart Rules within your Sage Intacct instance to put controls, stops, and validations in place so you can spend less time worrying, and more time on everything else that matters. From making standard fields to allowing certain users to only create draft entries, we will cover plenty of examples for you to take back to your Sage Intacct instance.


Luis Rivera

Moderator; Client Success Advocate, Accounting Technology Services

Sean DeMuro

Accounting Technology Solutions Consultant