Top customer success resources

The Get started with Intaccts tour highlights the basics of navigating Intaccts and where to find the help, training, and videos designed for new users.

After logging into Intaccts, you can access the Get started with Intaccts tour from any page:

1. Select at the top of any page beside your user name. An information box appears.

2. Select Product tours.

3. Select Get started with Intaccts.

Check out these quick reads to help you get familiar with Intaccts and get started with the basics.

Set up these accounts to help you get started using Intaccts:

• Intaccts product login

• Learning Hub

• Intaccts Community

Your account manager is your Intaccts primary point of contact and can help you with questions about your Intaccts account, billing costs, or additional services you might need.

The name and contact information for your Intaccts account manager is found in the Community just below your profile picture.

For more details, see Contact your Intaccts account manager.

Contact customer support for technical questions and assistance with using the product.

Log a support case to open up an online dialogue between you and a Sage Intaccts support specialist.

Intaccts Customer Support operates between the business hours of 6:00 AM to 6:00 PM PST in countries we support.

The number you call depends on where you are located.

• North America: (877) 704-3700

• United Kingdom: +44 (0)19 1479 5990

• Australia: +61 1300 729 330

• South Africa: +27 (0)11 304 3220

• France: 01 70 73 16 40

• Germany: +49 69 500076297

Other customer support resources:

• Subscribe to the Intaccts status page to receive notifications of system-wide issues.

• Get the most out of your system with Top 10 ways to fully utilize Intaccts.

• Knowledge tips and tricks provide explanations and references to equip Intaccts users with the resources that will provide success with Intaccts.

The Intaccts Community provides an abundance of resources to users. Access the introductory Community user guide for insights into the activities and resources available within the Community and how to access them.

Log in to the Intaccts Community to:

• Log a case with support.

• Ask questions of your peers by joining the Intaccts Community Group.

• See weekly tips and tricks.

• Research the knowledge base.

• Log and vote on IDEAs for Intaccts product roadmap.

• Ask a question on the Community.

The Community is available for customers and partners as a tool for learning, growing your Intaccts IQ, interacting with other users, understanding how different companies within your field use the Intaccts product, and so much more!

If you're eager to kick start your Community involvement, check out these top 10 Community documents.

Connect to Community

To get all the benefits of Community, register for an account. Community is free with your Intaccts subscription.

See The Intaccts Community for information about connecting to and registering for Community.

Community username

When you register, Intaccts sends you a welcome email with your Community username.

Your Community username is unique to your name and company. It is not your email address or your Intaccts product login.

Learn how to automate, transform, and scale your business by watching some of our Product Demo videos.

You can find release notes for all updates explaining new features by application from Intaccts product managers.

Find answers fast with the Intaccts Help Center.

You can access help in different ways, depending on how you prefer to find information. Start by selecting the Help & Support menu from anywhere in Intaccts:

• Select Help on this page for information about the page that you're on.

• To search or browse for answers, select Help Center. You’ll find direct links to other resources, such as Release notes, Community, Support, Training, and the Developer site.

Also, most Intaccts pages include tooltips and field help directly on the page. Select to get bite-sized information for selected fields and sections, without leaving the page.

Help Center best practices:

• Use the toolbar for category information: Get started, Basics, Applications, Reporting, Taxes, Administration, and More.

• Use the search for detailed subjects such as: Allocations, Sales Tax or how to Void a Check.

Learning Hub provides training courses and short video tutorials to help you develop your skills and get the most out of Intaccts.

Get started with Learning Hub:

1. Connect to Learning Hub from within Intaccts for a seamless experience between Intaccts and the training that you need.

2. Set up your Learning Hub connection by creating a Sage account. See Log in to Learning Hub for instructions.

Need help? See the Learning Hub help page or send email to [email protected].

From the Help Center, check out the Video Library. Here you can watch short videos that will help you get up and running on various tasks within Intaccts.

Join us at one of our regional customer meetups where you’ll learn from other Intaccts customers as they share their experiences and best practices. These free events are designed to foster collaboration so you can get the most out of Intaccts. Whether you're a long-time customer or recently implemented, join us to learn more.

Sage Future is our annual user conference and features hands-on learning experiences, small group discussions, and lots of networking opportunities. Join us at Sage Future to connect, learn, and get inspired! This event brings together executives, customers, and partners in the industry.

Sharing will enrich everyone with more knowledge.

Intaccts customers are the key to the success of each local user group. You, along with the members of the group, schedule the meetings and agendas. We're here to support, sponsor, and help as requested. We're happy to help facilitate as needed and encourage you to meet once a quarter.

The payment portal allows you to quickly make payments via ACH or credit card, see all open invoices, set up recurring or one-time payments, update payment and contact information, and receive e-confirmation each time you make a payment.

This can be found by going to I'm Here To... > Access Payment in the Intaccts Community. You must be listed as a billing contact on the account and have enabled your account for making payments via the Community to access this function.

Contact your Intaccts account manager if you have questions about costs.

To order checks, see Buy check stock from approved vendors

See SOC Report and Bridge Letter to download and gain access.

If you need to make changes to your financial system in the future, contact professional services for a Intaccts business review or consult. Your ongoing success with Intaccts is always our goal.

Visit our Marketplace partner site for more information on all third-party applications that have established software integrations with Intaccts to extend your success to the cloud.

If your organization requires the services of a VAR to further consult, configure or extend your system, we will provide you with an industry specialist with a local presence, a suitable cultural fit, or all the above. Our Intaccts VAR Partners are ready to assist you.

Get started developing in the Intaccts platform with the Intaccts Developer portal (REST API).

Join the Intaccts Developers Club to find:

• General discussions and questions about Intaccts development.

• Technical questions related to the Intaccts API, Web Services, Platform Services, Customization Services, and the Data Delivery Service.