About where to work: top level or entity level

When Sage Intacct upgrades your company to having a top level, we automatically restrict work in the company to top level only. Working at the top level only is generally a best practice for a variety of business needs, and makes your company feel more like what you're used to. You can leave the default behavior as is, or change it depending on your needs.

Based on your business needs, you can decide whether to restrict work to the top level or entity level.

Restrict work to the top level only

Restricting users to working at the top level only makes your company look and feel like a single entity company. When selecting this option, users work only at the top level, the entity slide-in option is hidden from the UI.

Your company must have a single base currency to restrict work to the top level only.

Because this restriction hides the entity dropdown from the UI, all users must be set up to access the top level. Users restricted to two or more entities can access the top level by default. Ensure that any users restricted to a single entity have Enable access to top level selected.

Certain Intacct applications can only be used with access to the entity level, such that it's a good idea to thoroughly examine your business needs before enabling this option.

Learn more about restricting work to the top level only.

Restrict work to the entity level only

Administrators can restrict users to working at the entity level only. By selecting Restrict subledger transaction to the entity level only in the Multi-Entity Management, you can restrict users to creating transactions at the entity level only. Users with the relevant permissions can still create records, such as suppliers, customers, bank accounts, and so on at the top or entity level.

Selecting the options to restrict transactions to the entity level enables users to enter transactions at the entity level only.

Restricting transactions to the entity level only means users cannot work at the top level. Restricting General Ledger transactions to the entity level means that users lose all inter-entity automation in the General Ledger. Consider carefully this loss of functionality before choosing to restrict General Ledger transactions to the entity level..

Unrestricted users can still view top level transactions that were created before restricting subledger transactions to the entity level. Unrestricted users can also see all entity level transactions per entity by selecting Include private.

Restricted users who can access more than one entity can only see transactions for those entities they can access.

You can further restrict individual users to one or more entities.

Additional information

Learn more about restricting subledger transactions to the entity level only and restricting individual users to particular entities.