Customize terminology

Sage Intacct allows you to change certain terminology so that you can use the terms that are appropriate for your business. This feature is commonly used to rename dimensions. For example, you can change the Customer dimension to Client.

You can only change the terms that appear on the Terminology page. Changing a term on the Terminology page changes the term everywhere in Intacct, including the following:

  • Menus

  • Field names

  • Platform pages

Additionally, you can change the company or user language and locale to tailor terminology to that preference.

Changing a term does not affect the term as it appears in online help, field help, or CSV templates. For example, if you change Customer to Client, you will see the change in Intacct but not in the Intacct Help.

How do I know if a term is customized?

If a term has the Restore default link next to it, the term is customized.

You can view a terminology record to see the details of a term.

Subscription Company
Regional availability

All regions

User type Business

  1. Go to Company > Setup > Settings and select Terminology.

  2. Terms with the Restore default link next to them are changed.