User Experience

User interface changes

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

Product area Change description Old label New label
Cash Management We changed the label of the Match transactions button on the Reconcile bank account and Reconcile credit card account pages. Match transactions Clear transactions

Company

Requires permissions for Clear company data and the Company Setup Checklist
 The Clear company data link has been moved from the Company setup checklist page to the Admin menu. Old location:
Company > Import data > Clear company data (at the top of the Company setup checklist page)		 New location:
Company > Admin > Clear company data.
Fixed Assets Management We renamed a section on the Configuration page to be inclusive of new settings. Accounts Payable integration Sage Intacct app integrations

Purchasing

Requires the Construction subscription with Supplier compliance enabled.

On the Supplier compliance and Commitment compliance tab, we added options to the More actions dropdown.

We made this change during 2024 Release 1.
  

  • Edit Compliance insurance layout

  • Edit Compliance miscellaneous layout

  • Edit Compliance lien waivers layout
Revenue Management We added new dimension or dimension group filters to the Manage revenue schedules page  
  • Customer or customer group
  • Contract or contract group
  • Location or location group
  • Department or department group
  • Class or class group
  • Item or item group
  • Project or project group
We changed the following field or option labels:
  • Post revenue from a schedule
  • Place a schedule on hold
  • Resume a schedule from hold
  • Terminate all or part of a schedule
  • Mark an item as delivered
  • Include open period schedules
  • Apply filters
  • Post
  • Hold
  • Resume
  • Terminate
  • Deliver
  • Include unscheduled project revenue
  • Preview entries
We removed the following Action option from the Manage revenue schedules page View all schedules  
We removed the following Revenue schedule status filters from the Manage revenue schedules page

Terminated

Completed

  
Time and Expenses We added a new checkbox to the Configure Time and Expenses page.   Enable allocation to distribute expense entry
We added a new button to the Expense report page.   Add distribute expense
We added and removed some fields from the Select credit card transactions window. Total expensed

  • Allocation

  • Paid to

  • Paid for
We added a new checkbox to the Multi-currency section on the Configure Time and Expenses page.   Exclude conversion when base and expensed currencies match