Enhanced interface

Record and transaction data entry tips

Sage Intacct provides easy and convenient ways to help speed data entry.

Add a record or transaction

Intacct provides three quick and easy ways to add a new record or transaction:

Select Add (circle) beside any item on the Action menu pane in the All or Setup tabs. An entry page appears for you to begin creating the required record or transaction.
After you create a record or transaction, you can choose Save & new. The current record or transaction is saved and a blank entry page appears for you to begin creating the next record or transaction. This action is useful when you need to create multiple records or transactions.
After you create a record or transaction, you can choose Duplicate. A new page appears with all fields duplicated from the previous record or transaction. This action is useful when you have similar records or transactions and need to change or add some more data.

Use a dropdown list

Use the following controls to quickly find, select, and add items in dropdown lists across your company.

Select an item from a dropdown list

You can use the following keyboard shortcuts to select items in a dropdown list:

Keyboard shortcuts for dropdown lists
Shortcut key	Action
Alt+ down arrow	View the dropdown list.
up and down arrows	Move up and down the list.
Tab	Select an item and move to the next field. You can customize your preferences to use Enter instead of Tab if that's preferable.
letter key	Jump to the first item starting with that letter.
sequence of letter keys	Auto fill the input box. For example, if you enter Sac in a location box, Intacct displays Sacramento. If you enter San, Intacct displays a list that could include San Diego, San Francisco, San Jose, and Santa Monica.

Add an item to a dropdown list

You can add an item to a dropdown list on the fly.

For example, if your cursor is positioned in a Customer field, and you want to add a new customer and then get on with your task, do one of the following:

Select in the dropdown field and select Add.
Type in the customer name and Tab out of the field.

Intacct pops up an add record window that enables you to add the customer then and there.

If you want to remove an entry from a populated field, simply select the entire entry, then select Delete.

About validation

You can't save a page that has an invalid entry. After you enter or change information in a combo box, Intacct immediately checks its validity. If the information is not valid, an alert appears.

Use the Tab key

When you first access a data entry page, your cursor is automatically found in the first field of the page. To move quickly from field to field, press Tab. To reverse the tabbing order, press Shift+Tab and your cursor moves to the previous tab.

In addition, when your cursor is positioned in the last field of a multi-tab page, and you press Tab, your cursor moves to the first field of the next tab. This saves you the effort of selecting to open the next tab.

If you prefer to use the Enter key, go to your user preferences > Personalize interactive behavior, and select Use the Enter key, not the Tab key to move between fields.

About autofill

In certain fields, Intacct autofills the record from the prior record you entered. Thus, you can use the autofilled data to quickly create a new record and then change that data to suit the current transaction.

Enter dates

When you set a date format in your personal preferences, Intacct displays that format for all dates.

If you enter a date using a different format, Intacct re-formats the date to the one set in your preferences. For example, if you set your date format as mm/dd/yy, then enter "Dec 17, 2025" and tab out of the field, Intacct immediately displays the date as 12/17/2025. You can change your date format at any time. For example, if you want a particular date format to print a single report, change it in your settings, then print the report.

Use these keyboard shortcuts to add a date in any date field:

Shortcut keys	Description
t	Current date (today's date).
+	Increments the date in the field by one day.
–	Decrements the date in the field by one day.
w	First day of the week for the date entered in the field. For example, if you enter July 4, 2025 in the field and then tap w, the date changes to July 1, 2025.
k	Last day of the week for the date entered in the field. For example, if you enter July 4, 2025 in the field and then tap k , the date changes to July 6, 2025.
m	First day of the month for the date entered in the field. (Type m again to go to the first day of the prior month.)
h	Last day of the month for the date entered in the field. (Type h again to go to the last day of the prior month.)
y	First day of the year for the date entered in the field.
r	Last day of the year for the date entered in the field.
Down arrow	Open or close calendar.
Enter	Select.
Esc	Close.
Shortcut tips and examples: Type mmh for prior month end. For example, if you enter July 4, 2025 in the field and then tap mmh, the date changes to June 30, 2025. Type yyr for prior year end. For example, if you enter July 4, 2025 in the field and then tap yyr, the date changes to December 31, 2024.
The following date shortcuts are powerful; they produce results based on the date format chosen by your company:
[n]	'n-th' month, current day and year
/[n]	'n-th' day of the current month and year
//[n]	'n-th' year, current day and month
Examples: Today's date is July 26, 2025. In the following scenarios, you want to enter a date with the same day and year, but change the month to 8 for August (you can change the day or year in a similar fashion):
mm/dd/yyyy	Enter 8 (for August) and tab to the next field. The system populates the date field with 08/26/2025
dd.mm.yyyy	Enter /8 (for August) and tab to the next field. The system populates the date field with 26.08.2025
yyyy-mm-dd	Enter /8 (for August) and tab to the next field. The system populates the date field with 2025-08-26.
Calendar shortcuts: When the calendar is displayed, you can use the following shortcuts to enter dates:
PgUp/PgDn	previous/next month
Ctrl+PgUp/PgDn	previous/next year
Ctrl+Home	current month or open when closed
Ctrl+left arrow/right arrow	previous/next day
Ctrl+up arrow/down arrow	previous/next week
Enter	accept the selected date
Ctrl+End	close and erase the date
Esc	close the calendar without selection

Perform simple calculations using arithmetic operators

You can perform simple calculations in most numeric fields. When an arithmetic operator is used, Intacct displays a list of your entries. The calculator supports a 10-key numeric pad.

Use the following keys in numerical fields to perform simple calculations:

Keyboard shortcuts for calculations
Shortcut key	Use to
+	Open the calculator and start adding.
-	Open the calculator and start subtracting.
*	Open the calculator and start multiplying.
/	Open the calculator and start dividing.
=	Display current result.
Enter	Add the result to the numerical field.

You can have Intacct automatically insert the decimal point before the last two entered numbers whenever you enter a dollar amount. Go to your personal preferences, and under Configure your working environment, select Auto insert decimal point.