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 Payable Requires the Construction subscription.	On the Accounts Payable Configure page, we added two options in the Accounting settings section.		Calculate tax on retainage held (gross invoice line amount) for all tax solutions Calculate tax on retainage release (invoice line amount net retainage) only for VAT/GST enabled transactions
Accounts Receivable Requires the Construction subscription.	On the Accounts Receivable Configure page, we added two options in the Accounting settings section.		Calculate tax on retainage held (gross invoice line amount) for all tax solutions Calculate tax on retainage release (invoice line amount net retainage) only for VAT/GST enabled transactions
Company > Subscriptions	We updated the name of a subscription. The subscription to Sage Intacct Planning is based on the operating country that was set on the Company information page.	Sage Intacct Budgeting and Planning Connector	Sage Intacct Planning Reporting drill-through connector
Company > Subscriptions	We updated the name of a subscription. The subscription is only applicable to Sage Intacct management consoles.	Consolidations	Management Console Consolidation
Consolidation	We updated the names of our Consolidation subscription options and added a new subscription.	Domestic Consolidations Global Consolidations	Domestic Consolidation Global Consolidation Advanced Ownership Consolidation
Consolidation	We changed the name of our management console consolidation offering for clarity and precision. For management consoles only.	Advanced Consolidations	Management Console Consolidation
Order Entry Requires the Construction subscription.	We added a tab to Contract invoices.		Project contract billing details
Order Entry Requires VAT or GST to be installed.	We added a field on Order Entry invoices.		Total less retainage earned
Order Entry Requires VAT or GST to be installed.	On Order Entry invoices, we added fields in the Entries table.		Extended price net retainage Extended base price net retainage
Platform Services	On the Printed document template information page, we added an option to the Application dropdown. Requires the Construction subscription with Vendor compliance enabled.		Vendor compliance
Projects Requires the Construction subscription.	We added a label to the Projects menu.		View runs
Purchasing Requires VAT or GST to be installed.	On Purchasing Vendor invoices, we added fields in the Entries table.		Extended price net retainage Extended base price net retainage
Purchasing Requires the Construction subscription.	We added new options to the Purchasing menu. We made this change during 2023 Release 3.		Compliance definitions Compliance types
Purchasing Requires the Construction subscription with Vendor compliance enabled.	On the Compliance definition information page, we added an option to the Compliance category dropdown. When you select that option, new fields are added to the Generation rules section.		Lien waiver option Generate for each Minimum lien waiver amount Minimum primary document amount
Purchasing Requires the Construction subscription with Vendor compliance enabled.	On the Compliance type information page, we added fields so that you can select templates for printing or emailing lien waivers.		Compliance template Final compliance template
Sage Intacct Advanced CRM Integration Requires the Sage Intacct Advanced CRM subscription.	We've moved the ability to sync Projects at the top level to the Sage Intacct Advanced CRM configuration page in Intacct. This control was previously in the Salesforce Lightning application for the integration. You can still view the status of this setting in Salesforce.	In Salesforce, open the App Launcher and select Intacct; go to IntacctConfiguration > Project and select Create Project at Top Level.	In Intacct, go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure. On the Settings tab, go to the Project Integration section and select Create project at top level.

Additional address field added

We've added an additional address field to support address information in different countries.

You can view or enter information in a third field for your addresses in the following applications in Intacct:

Accounts Payable: Vendors
Accounts Receivable: Customers
Cash Management: Credit card and bank account information
Company: Contacts and Entities
Order Entry: Customers
Projects: Customers
Purchasing: Vendors
Reports: Customer and Vendor information

We added this field to make it easier for you to enter and manage your addresses. You can use this field to include address information specific to your country or the country that you are sending information to.