User Experience

User interface label changes

In this release, we updated UI labels throughout Intacct for clarity and consistency.

Product area Change description Old label New label
Accounts Receivable On the Posted payments record, we added and removed some fields.     Customer ID
Print to PDF - AR sales invoice due date  
Cash Management We renamed the permission to better reflect the functionality. Bank transactions for integrations Bank transactions for API and import
Company On the My Preferences page, we relabeled a field to be more accurate. Use the Enter key, not the Tab key, to move between fields Use the Enter key to move between fields
We redesigned the Document Sequence Information page so that all of the fields are displayed on the same page. Status Sequence status
Fixed length Numeric sequence length
General Ledger We removed the Report type field from the Statistical accounts page.
September 15, 2023: We heard your feedback and restored this field.
    

Company

On the Document Sequence Information page, we removed and added some fields.

  • Basic settings tab

  • Advanced settings tab

  • Print title

  • Starting number

  • Next number

  • Prefix separator

  • Suffix separator

  • Ending number

  • Sample

  • Sequence name

  • Sequence type

  • Primary sequence maximum

  • Separator

  • Primary sequence

  • Fiscal year

  • Next unused value

  • Next sample value

  • Maximum sample value