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Sage Intacct Implementation Exam | Updated Questions With 100% Verified Answers 2025/2026 General Ledger: What rolls an account's ending balance, for each report- ing period into the retained earnings accounts, effec- tively making the balance forward for the account zero? General Ledger: What GL configuration option pre- vents users from entering a journal entry or other Enforce JE balancing transaction that does not balance for the current di- mension? Non-closing accounts General Ledger: What does an entity translate to for transacting in a mul- Location ti-entity shared environ- ment? General Ledger: What would cause a JL journal entry to fail? Modifying template header titles General Ledger: What do you enable to require ap- provals for all transactions in a particular journal? Journal Entry approvals General Ledger: What records are used to track non financial data, such Statistical Accounts as employee headcount or the number of members? General Ledger: What process prevents entries and/or changes to a ledger for a specific period? Closing the books General Ledger: Which type of journal entry is used for posting toa closed period? Adjusting Purchasing: What enables to categorize items for the purpose of posting to spe- cific GL Accounts when us- Item GL Group ing Advanced Workflows in the purchasing applica- tion? Accounts Receivables: What would you view to see all of the following information: customer ag- ing info, amount due and amount paid, and total payments received? Accounts Receivables: What transaction type de- creases the amount a cus- tomer owes you? Accounts Receivables: What customer account type causes the system to apply customer payments against the total balance due? Accounts Receivables: What feature provides user-friendly names for GL accounts when entering customer invoices? Accounts Receivables: What determines how cus- Statement Credit memo Balance forward Account Labels tomer discounts can be calculated on the full trans- action amount or total line items only? AR Terms Accounts Receivables: How do you ensure Cus- tomer Invoices have no impact on the General Ledger? Import AR Invoices and se- lect historical posting Accounts Receivables: How are new IDs or num- bers automatically gener- | Document Sequencer ated for customers and transactions? Accounts Receivables: What accounts Receiv- able configuration option prevents you from deleting updating invoices? Enable Reversal of Unpaid Invoices Accounts Receivables: Displaying tax and subto- tal fields on customer In- Account Labels voices is available only if you have enabled what the employee information screen? Time & Expense: What record is tied to the em- ployee dimensions so an employee can submit their own expense reports from the T&E application? Order Entry: What do sales orders, sales quotes, and sales invoices represent in the Order En- try application? Order Entry: How are per- missions used within the Order Entry application? Order Entry: When pric- ing items in sales trans- actions, the system de- termines the calculated amount of the line by using the unit price and the: Order Entry: What associ- ates an Order Entry trans- User Transaction Definitions Restrict users to enter transactions within a spe- cific transaction definition Unit of measure action with the appropri- ate icon on the overview map and with the ap- plicable transaction menu grouping in the application menu? Order Entry: What can automatically default item prices in an Order En- try sales invoice when as- signed to the transaction definition? Workflow category Price lists Order Entry: How would a client company add an ad- ditional step to their Or- © Use advanced workflow to der Entry workflow that is recreate the workflow with unique to their business — the additional step. when they are currently us- ing a Quickstart workflow? Order Entry: Where on the item information screen would you specify an item is restricted for use in Order Entry transactions only? Item Type are mapped correctly is to Reporting: What rolls-up and organizes General Ledger Accounts, creates headings, subtotals and hi- erarchies in reports, and is reusable across multiple reports? Reporting: What account group structure type would you use to show the total revenue per employee on a financial report? Reporting: What works in conjunction with reporting periods when running fi- nancial reports? Accounts Payable: AP ap- provals are based on what amount? Accounts Payable: What record separates cash and accrual transactions for re- Account Groups Statistical Category As-Of-Date Bill Amount Journals porting in the AP configu- ration screen? Accounts Payable: How can vendors be organized into categories for report- ing? Accounts Payable: What determines a vendor's payment due date, dis- counts for early payment and penalties for late pay- ment? Accounts Payable: How can you edit accounting in- formation on both partially and fully paid bills and ad- justments? Accounts Payable: Where do you enter a vendor bill that needs to include line items from two sepa- rate entities in a multi-enti- ty shared environment? Vendor types AP Terms Reclassification Top Level Company: It is not a best practice to set Slide-In permissions to 'Subordi- nate Company (anony- mous slide-in users)’ since all console users would ap- pear as the same user with the name Company: What type of client environment shares vendors, customers, chart of accounts, and can cre- ate automatic inter-entity transactions? Company: What do you need to specify during company creation to use the out-of-the-box account groups and financial re- ports? Company: When would you select to use custom accounting periods ina client environment? CPAUser Multi-Entity Shared Quick start setup tem- plates 13 periods in a year Company: What type of user can add a journal en- try in the system? Company: What record cannot be restricted in a multi-entity shared envi- ronment when entity re- strictions are enabled? Company: If a business user is assigned a role with permissions to ap- prove employee expenses and another role to en- ter vendor bills, what func- tions will that user be able to perform in the system? Company: When a com- pany is created us- ing the Service Industry Quickstart template, what records are not automati- cally created? Company: What records are not automatically in- Business User GL Account Approve Expenses and Enter Bills GL Account pany migrated to Sage In- tacct? Cash Management: What record is associated with a credit card so you can pay off charges using Ac- counts Payable and must be unique? Cash Management: Where must a checking account be created to use automated inter-entity transactions? Cash Management: What field in a checking ac- count keeps transactions separate when you recon- cile accounts and must be unique Cash Management: When entity 1 pays a bill for en- tity 2, an inter-entity trans- action is created based Vendor Top level GL account Location ID on what field in entity 1's checking account? Cash Management: What creates vendor bills from existing credit card trans- actions in Cash Manage- ment? Cash Management: What check printing option re- quires ordering check stock in advance, using separate check stock for each checking account, and printing from one checking account at a time? Charge payoffs Pre-printed check stock 
