Company navigation

In Sage Intacct, you can move quickly and efficiently between pages within any application to which you are subscribed. Each application provides a hierarchical menu of all activity, report, and setup pages specific to the application. Each application also enables you to create your own favorites of frequently used pages that you can access from a single, global Favorites menu.

When you are entering information, Intacct provides shortcut keys and tips for speeding up data entry.

The applications you see on the menu bar, and your access to them, depend on your company configuration, subscriptions, and your permissions. Contact your Intacct administrator for assistance, or visit the Administration area of the Help Center to learn about managing users, permissions, and subscriptions in Intacct.

Sage Intacct is designed for fast intuitive access, which means that applications and their associated menu items are closely aligned for easy scanning and use. And you'll find your favorite menu items all available from one place.

Application menu with navigation features defined.

Navigation feature Description

1. Menu bar

Access the application switcher, and your Home page, and your favorites.

2. Application switcher

View and access all the applications for which you have permissions.

  • Select Applications on the menu bar to view and access the applications in the dropdown.
  • Reorder applications in the switcher simply by dragging and dropping to new locations.
  • Select an application name to open the menu for that application.

3. Menu pane

View and access all the activities, reports, and setup tasks specific to the associated application for which you have permissions.

  • Select a specific application on the switcher and the menu pane appears for that application. The All and Setup tabs appear in the menu pane.
  • The tabs are "sticky", which means that if you view the Setup tab in one application, and then navigate to another application and back again, your Setup tab remains the current tab. This stickiness applies only to the application that you are in. For example, that Accounts Payable might be sticky on the Setup tab while Cash Management is sticky on the All tab.
  • All and Setup tabs display multiple categories with groupings of activities and lists appropriate to the tabs. For example, in Projects > All, you select menu items for activities you do on a regular basis, such as generating AR sales invoices or creating tasks. In Projects > Setup, you select menu items for activities that you might do on an occasional basis, such as Configuring Projects or creating billing templates.
  • Hover over a menu item and select the star beside it to tag that item as a favorite. That item appears on the global Favorites menu. Similarly, to remove a favorite directly from the menu pane, select the star again. The item is removed from the global Favorites menu.

4. Favorites menu
  • If you favorite the menu items you use most frequently across your applications, you can work almost exclusively from the global Favorites menu. You only need to visit a specific application menu pane to access items that you use sporadically.
  • You can rearrange your favorites in any order simply by dragging and dropping items up or down in the list.
  • You can view Favorites in one consecutive list or view them by application.
  • You can remove a favorite from the Favorites menu by selecting its yellow star (either in the Favorites dropdown or by the menu item itself).

5. Bookmarks

Create a bookmark to go directly to important pages; you can bookmark any page in any application to which you have access.

Bookmarks are different from favorites in that bookmarks can take you to specific transactions or other records. Favorites take you to pages, such as lists of transactions and records; entry pages for creating new transactions and records; and reports.

6. Overviews

Overviews provide a quick jump-off spot for moving through an application flow, accessing important lists, and reports, and creating transactions and records without going through menus. You can access the overview for any application by selecting the Overview link on the top right of the application Action menu pane.

7. Multi-entity

Access all your entities from the title bar area. Selecting an entity causes a new tab to appear, which displays the menu bar, and Home page and global favorites access. You can keep opening entities in new tabs, and navigate between them and the top level as needed.

You can color code each entity from the entity dropdown jelly bean palette at the top of the application bar. The jelly bean at the top of each entity reflects the chosen color for that entity.

8. Help

Get help from anywhere in the product. Select Help & Support at the top of any page to choose from a list of help resources.