Automate ERP Communications with Sage Intacct Email Templates
Thursday, August 27 | 2:00 pm - 3:00 pm EST
Online Webinar
Are manual email drafts clogging up your finance team’s day? Sage Intacct’s built-in email templates and automation features are hidden gems that can dramatically reduce your administrative overhead. Whether you are sending out invoices to program participants, routing purchase orders to vendors or suppliers, or dispatching period-close status updates via Close Workspace, custom email templates keep your communications clear and professional. Learn how to leverage Sage Intacct’s native email builder, including the brand-new Copilot-generated template assistant for select template types, to automate standardized messaging directly from your ERP.
What You Will Learn:
- How to configure and customize native email templates in Accounts Payable, Accounts Receivable, and Purchasing.
- Smarter communication setups using merge fields to dynamically populate client, vendor, and transaction data.
- Leveraging Copilot inside your Close Workspace to easily generate customized notification emails to your team.
Participants in this webinar are eligible to receive 1 CPE credit.
