Company information

Coming soon: We're in the process of upgrading single entity companies to support multiple entities. If you're using a single entity company, you can start the process by assigning your company an Entity ID.

Learn more about the upcoming upgrade to multiple entities.

Company information controls many of the options that you see throughout Intacct. The following procedures walk you through the different information tabs and review the impact that option changes have on your applications.

To view your Company information, go to Company > Setup. Under Configuration, and select Company.

Subscription Administration
Regional availability

All regions

User type Business user with admin privileges
Permissions Company info: View and Edit

View and edit company information

The Company information page has multiple tabs for setting different types of information. You can move through the tabs to look up information or edit information as required.

  1. On the Company information page, and select Edit.

  2. Enter changes on each tab as needed.
  3. Save your changes.

General information tab

The required fields on the General information tab are Name and User.

You set your Company ID during installation and can't change it. To find your company ID, go to Company > Setup > Company and select the General information tab.

Sections in this tab include:

Company information section

  1. Enter your company information the way that it appears on outgoing documents, such as sales quotes or invoices.

  2. When the Use ISO country codes checkbox is selected, Intacct uses ISO 3166-1 standard country codes to identify your country. Using ISO country codes enables better communication between Intacct and other integrations, and helps more accurately define addresses when computing sales tax.
    • When selected, this option also changes the Legal address: Country field from a text box to a pick list. The picklist defaults to United States.
  3. Enter the appropriate tax number for your company in VAT Reg No.
  4. Enter the SIREN number, as needed.
    This field is only available for use when the Operating country is set to France.
  5. Select the Operating country from the list.
    The operating country is typically where the majority of your employees are situated and your operations are performed.
  6. Select the Country that's used as the main company address. The operating country and this country selection can be the same.
  7. Under Administrative contact, select a User from the dropdown menu. Select a user with administrative privileges who can be contacted regarding administrative matters. After you select a user, the name, phone, email address, and fax are automatically populated.
    If you want to deactivate the user designated as the administrative contact, first designate a different user as the new administrative contact. Then deactivate the user who previously filled the role.

  8. Under Legal address, enter the name and address of your company as it appears on tax forms. The Legal address is used when your company has been legally established in a state or territory different from where it is physically found.

Global settings section

  1. Select Language to set the locale language for Intacct. The locale language determines the terminology that you view in Intacct. For example, if you select English (Australia) as the locale language, then the US term "checking account" becomes "cheque account". If English (United Kingdom) locale is selected, the US term "checking account" becomes "current account".

    For a multi-entity company, separate language selection for entities in different locales is not yet supported. However, users can select their preferred language from their My preferences page when working in an entity.

  2. Select Time zone and set the time zone for your company. For companies spread across multiple time zones, the time zone is set to the main office.

    Scheduled jobs run daily based off the time zone selected here.

  3. Select Date format, then select the format setting you prefer. Intacct uses this format wherever a date is displayed on a document.
  4. Select Time format, then select either a 12-hour or 24-hour format.

  5. Select the symbol to use as the default Thousands separator in your company.
    This number format affects all externally facing documents created from Intacct, such as bills or invoices.

  6. Select the symbol to use as the default Decimal separator in your company.
    This number format affects all externally facing documents created from Intacct, such as bills or invoices.

  7. Select Default country for addresses, then select a country to autofill the country field when entering an address.

  8. If your company prints PDF versions of reports or statements that include non-Latin characters, select the PDF format down-arrow and then select UTF-8 enabled.

    • Enabling UTF-8 also changes the format of your PDFs. As a result, we recommend you only enable UTF-8 if you are printing non-Latin characters (for example, written Chinese, Hebrew, or Japanese).
    • Even if UTF-8 is enabled, Intacct does not support non-Latin characters in cheques, 1099 forms, or any customized forms created using Intacct's printed document templates feature.
    • You can return to this page to re-enable or re-disable this feature at any time. So if you print reports with non-Latin characters only occasionally, you can enable UTF-8 only when you print these reports.

  9. By selecting a sequence in Attachment sequence type, you can let the company number attachments automatically. Attachments that users add to transactions and other documents will be automatically numbered, saving time for the user. From this field, you can:

    • Select the plus sign to create a new numbering scheme.
    • Select an existing number scheme.

    After you select an attachment sequence, the system automatically generates a unique number for each new attachment you create. Go to Document sequences for IDs for more details.

  10. For Permission type, select how you want to set permissions:

    • User-based: Easier to maintain and configure if you only have a few employees. You set permissions for each individual user separately.
    • Role-based: Better if you have large groups of employees with similar permissions, or if you experience high turnover in certain positions. You can adjust the permissions of many users at once through their roles.

  11. For Scheduled jobs, select On to turn on all scheduled jobs. This setting controls all scheduled jobs, including all recurring transactions, scheduled or offline reports, and renewal templates. Scheduled jobs run daily based on the time zone selected in your company settings.

  12. Select Employee social security numbersto mask numbers when any user views or edits an employee record. This offers increased privacy for your employees.

  13. Select Supplier bank details in audit trail to mask supplier bank account information in the audit trail. This offers increased protection for your suppliers' sensitive data when their banking details change.

  14. Select Employee bank details in audit trail to mask employee bank account information in the audit trail. This offers increased protection for your employees' sensitive data when their banking details change.

Display section

  1. You can upload a logo to replace the Intacct logo on your login and company pages.
    1. Select Upload logo beside Co-branding logo. The system displays a file upload page.
    2. Select Browse and select a GIF, JPG, or PNG image.
    3. Select Upload. The Intacct logo is replaced with your logo.

Printed logos and text section

Add your company logo to system generated documents.

If you used printed document templates, add your company logo to the document template in Word, then upload it to Intacct.

In system-generated printed documents:

  1. Select Upload logo. Intacct displays a file upload page.
  2. Select Browse and pick a GIF, JPG, or PNG image that looks good in a 216 x 43 pixel space, then select Upload. Intacct automatically displays this logo on all of your standard documents.

To upload a logo in XSL printed document templates:

  1. Select Upload logo and follow the same procedure as above.

  2. In Marketing, enter a marketing message you want to appear in the top section of a customer AR sales invoice, near your transaction header.

  3. In Message, enter a marketing message you want to appear in the lower section of a customer AR sales invoice. You can enter additional messages for specific transaction types in the Transaction definition and for individual transactions in the Transaction header.

Security tab

Your company security is of the utmost important to Sage Intacct. For this reason, we recommend that only administrators change your company security features and settings.

Sections in this tab include:

You can also learn more about security features and settings in the field descriptions for the Security tab.

Accounting tab

Several of the core accounting settings on this tab, such as Accounting periods, were set during your initial setup and cannot be changed. Below are the settings that you can change on this tab.

  1. Select First fiscal month or First tax month to change the month your fiscal or tax year starts.
    If your company uses custom accounting periods, such as non-monthly periods, you will not see the First month boxes. You will not see the boxes because your fiscal periods were defined in the Accounting periods.
  2. Select the Week begins on to set the weekday that your accounting week starts on. Select a day of the week or First day of the year.
    • The system uses this setting when calculating reports and scheduled items that have a "weekly" option.
    This box is most useful for companies such as franchise or retail companies that process payroll weekly.
  3. If you allow changes to account numbers, you can change the Primary account number length and the Subaccount number length.
  4. Select the icon next to Base currency to change the base currency of your company. Select Edit on the Currency and format setup page for more options. For more details on entering options, see Base currency for your company.
  5. When the Setup template box is editable, you can add account categories and a set of standard financial reports and graphs to your company. Select the down arrow and then select the QuickStart setup template you want.
    • If the Setup template box is not editable, it displays the template previously used to set up your company.

Schedules tab

Week schedule section

In the Week Schedule section, you can customize your company's workdays and weekends. Customizing workdays gives flexibility to manage whether employees can submit time worked on these days, and to apply different pay rates to different days worked.

Select which days that you want to include as workdays and weekends by checking the checkboxes. Intacct defaults to a work week of Monday through Friday, and a weekend of Saturday and Sunday.

Holiday schedule section

The Holiday schedule section is primarily for service organizations, to control whether their consultants or employees are able to work on company or office holidays.

A holiday schedule consists of a related group of individual holidays. By creating a holiday schedule, you can configure the system automatically to:

  • Reject any timesheets submitted with time worked on one of the designated holidays.
  • Apply a different pay scale for hourly workers who are allowed to work on holidays.

Holiday schedules are ideal for organizations with multiple offices or multiple corporate entities. Organizations can create a different holiday schedule for each related group of holidays, such as "India Holidays" or "Canada Holidays". Creating these groups incorporates labor costs into project financial planning.

If you have no need to control whether your people work on a company holiday, you can leave this section blank.

Intacct will not enforce any holiday schedule restrictions until you go to the Projects setup page and select Do not allow time entries on holidays. Go to Projects > Setup > Configuration and select Do not allow time entries on holidays.

To add a holiday schedule:

  1. On the Schedules tab of the Company information page, select Edit.

  2. In the Holiday schedule section, select Add. The Holiday schedule page appears.
  3. In Schedule name, type in a name for this schedule, such as "Religious Holidays" or "London Office Holidays."
    • Type in up to 100 characters.
  4. Under the Holiday name column, in the first row, type in the name of a holiday.
    • Type in up to 100 characters.
  5. Under the Date column, type in the date of this holiday.
    • The date format must be MM/DD/YYYY.
    • You can also select the Calendar icon and use your mouse to enter the date of the holiday.
    To add additional rows to the list of holiday names, select the plus icon to the right of the last row.

Field descriptions

The following tables describe each field on the Company Information page:

General information tab

Company information

Company information
Field Description

Company ID

The name Intacct uses to identify this company. The company ID cannot be changed after installation.

Customer ID

The ID that represents the organization of whomever signed the contract to purchase Sage Intacct. This could be your organization or your business partner's, depending on how Sage Intacct was purchased.

The Customer ID cannot be changed.

Name

The company name Intacct uses on out-going documents and emails.

Use ISO country codes

When the Use ISO country codes checkbox is selected, Intacct uses ISO 3166-1 standard country codes to identify your country. Using ISO country codes enables better communication between Intacct and other integrations, and helps more accurately define addresses when computing sales tax.

Selecting this option also changes the Legal address: Country field from a text box to a picklist. The picklist defaults to United States.

VAT Reg No

Enter the tax number for the company.
SIREN

Enter the SIREN number, as needed. This field is only available for use when the Operating country is set to France.

The SIREN is a 9-digit number that identifies the company itself.

Operating country

The operating country is typically where the majority of your employees are and your operations are performed.

Country

The country Intacct uses to identify this company on outgoing documents and emails.

Federal ID

Your corporate federal ID number. Intacct uses this number when generating tax-related forms, such as Form 1099 and Form 1096 in US entities.

Address line 1

The company address Intacct used on out-going documents and emails.

Address line 2

The company second address line Intacct used on out-going documents and emails.

Address line 3

The company third address line Intacct used on out-going documents and emails.

City

The company cityIntacct uses on out-going documents and emails.

State or territory

The company state or territory that Intacct uses on out-going documents and emails.

This field is populated with a list of states, provinces, or territories based on the country selected above.

Postal code

The company ZIP or post codeIntacct uses on outgoing documents and emails.

Administrative contact

Administrative contact field descriptions
Field Description

User

The user is the person in your company with administrative privileges who can be contacted regarding administrative matters. After you select the user, the name, phone, email address, and fax are automatically populated.

An administrative contact can only be a business user with full admin privileges.

Phone

The phone number of the administrative contact for the company. After you enter the User, this field is autofilled.

Email address

The email address of the administrative contact of the company. After you enter the User, this field is autofilled.

Fax

The fax number of the administrative contact of the company. After you enter the User, this field is autofilled.

Legal address

Legal address field descriptions
Field Description

Name

The legal incorporated or established name of the company as it appears on tax or legal documents such as Form 1099 or Form 1096.

Address line 1

The address where the company is legally incorporated or established. This address is especially important if the company is incorporated or established in a location other than the one in which it resides.

Address line 2

The second line of the legal address of the company: used for suite, unit, or floor numbers.

Address line 3

The third line of the legal address of the company: used for suite, unit, or floor numbers.

City

The city where the company is legally incorporated or established.

State or territory

The state or territory in which the company is legally incorporated or established.

Intacct uses this state ID on 1099 tax forms for suppliers and employees who qualify for 1099 eligibility.

Postal code

The ZIP or post code where the company is legally incorporated or established.

Country

The country where the company is legally incorporated or established.

When Use ISO country codes is enabled, this field changes from a text box to a picklist. The picklist defaults to United States.

Global settings

Global settings field descriptions
Field Description

Language

The language displayed in Intacct.

Time zone

The time zone Intacct uses when logging activities, usually the time zone in which your main office resides.

Scheduled jobs run daily based off the time zone selected here.

Date format

The arrangement of month, day, and year displayed throughout Intacct.

Time format

Select how you want the time to display throughout Intacct. Choose HH24:MI:SS for a 24-hour clock, or choose HH12:MI:SS AM/PM to have Intacct display a standard 12-hour clock with AM/PM designations.

Thousands separator

Set the default thousands separator for the company.

Decimal separator

Set the default decimal separator for the company.

Default country for addresses

Select a country to autofill the country field when entering addresses.

PDF format

Enables you to print out non-Latin characters, such as Chinese, Japanese, or Hebrew, on your reports and statements.

Attachment sequence type

Enables Intacct to generate automatically a unique number for each new attachment you create.

Show company structure

Set whether you want your company to display as flat or hierarchical.

Learn more about Hierarchical vs. flat company structure display—Consoles

Permission type

Permission types determine whether you will set permissions on an individual user basis, or set permissions for certain roles. You can then assign a role to each user. If you have a large number of employees entering orders or accessing financials for different purposes, you might want to set up role-based permissions.

Scheduled jobs

Turns automated jobs on or off, including all recurring transactions, scheduled or offline reports, and renewal templates. Scheduled jobs run daily based on the time zone selected in your company settings.

Scheduled job execution offset

Scheduled jobs are executed shortly after midnight in your local time zone. You use this field to adjust the time-scheduled jobs begin execution. To avoid conflict with other scheduled processes, select how many hours past midnight you want your company's scheduled jobs to begin. For example, to begin executing schedule jobs at 2 am in your local time zone, select 2.

This field defaults to None.

Mask sensitive data

Mask sensitive data field descriptions
Field Description

Employee social security number masking

Select this checkbox to mask employee social security numbers when any user views or edits an employee record. This offers increased privacy for your employees.

Supplier bank details in audit trail

Select this checkbox to mask supplier bank account details in the audit trail. This offers increased security for your suppliers' sensitive data when their bank details change.

Display

Display field descriptions
Field Description

Co-branding logo

Upload your own logo to replace the Intacct logo on your login and company pages. Logo must be 216 x 43 pixels in GIF, JPG, or PNG format.

Printed logos and text

Printed logos and text field descriptions
Field Description

Logos in printed documents: Upload logo

Upload a logo that prints out on AR sales invoices, statements, PO documents, SO documents, and financial reports. Logo must be 216 x 43 pixels GIF, JPG, or PNG format. You can include this logo in your printed document templates with the «COMPANY_LOGO» merge field.

Logos in XSL printed document templates: Upload logo

Upload a logo for use on printed document templates (XSL). Logo must be 300 x 300 pixels GIF, JPG, or PNG format. This logo appears on any default print template not included on your printed document templates list.

Logos in email templates

Upload a logo for use in email templates. Image file size cannot exceed 300 x 300 pixels and must be GIF, JPG, or PNG format.

Marketing

The message you want to appear in the top portion of customer AR sales invoices, near your transaction header.

Message

The message you want to appear in the lower portion of customer AR sales invoices above or in your document footer.

Security tab

Sections in this tab include:

Login settings

Timeout field descriptions
Field Description

Default inactivity duration

The first 2 pick lists set the standard hours and minutes a user session can remain inactive before Intacct automatically logs out the user. Because this setting can be adjusted in the user configuration, the third column limits the maximum number of hours a user can set for their session time-out. Users receive an alert when one minute of the inactivity duration remains.

Default session duration

Unlike inactivity duration, which affects an inactive session, login timeout is a fixed limit regardless of the users' activity. The first 2 pick lists set the standard hours and minutes a user can remain logged in before Intacct automatically logs out the user. Because this setting can be adjusted in the user configuration, the third column limits the maximum number of hours a user can set for their timeout. Users receive an alert to save their work one minute before the session duration ends.
Password field descriptions
Field Description

Reset password

The time period after which a user must reset their password. You can override this option on the user configuration page for users with integrations, or API applications that rely on an Intacct user ID and password for connectivity.

Minimum password length

Set the minimum password length to be between 8-12 characters. The default is 8 characters.

Prevent reuse of previous passwords

Choose between 3-20 for the number of recent passwords that cannot be reused when resetting a password.

Login attempts field descriptions
Field Description

Maximum login attempts per day

The number of failed login attempts a user can make in a 24 hour period before Intacct locks them out. Choose between 1-20 login attempts before being locked out. The recorded number of attempts resets after a successful login. After Intacct locks out a user, only an administrator can reset user status from Locked out to Active. This setting applies to all users.

Maximum reset attempts per day

The number of attempts that can be tried by a user in a 24-hour period. You can set the number of reset attempts to between 1-10 attempts.

Maximum number of verification attempts for a password reset

This is the maximum number of times the incorrect information can be entered in a password reset attempt. When the limit is reached, Intacct locks the account for 24 hours.
Enforce IP address filters field descriptions
Field Description

Enforce IP address filters

When you enforce IP address filters, any login that does not come from the list of allowed IP addresses is denied. Denying these logins adds an extra level of security by preventing login attempts from unknown locations. You can specify ranges of known IP addresses for your company, allowed IP addresses for each user, or a combination of both.

You can enforce IP address access in these ways:

  • None: Users can log in from anywhere.
  • Enforce at company level: All users in the company are restricted to logging in from the range or ranges of IP addresses that you specify.
  • Enforce at company level and override at user level: Users can log in either from the company range of IP addresses or from one or more IP addresses specified in their IP address filters. For example, you can specify that everyone log in from the office. You can then allow your CFO be able to log in either from the office or from home. In this case, the CFO needs 2 filters: 1 for the office and 1 for home.
  • Enforce at user level: Each user must have an IP address filter with a specific address. Users who do not have an explicit IP address filter cannot log in. Individual IP filters are required for login, even within the office range.
When Enforce IP address filters is enabled, and a user cannot log in, verify that their IP address is listed in the allowed addresses. Select the pencil icon next to the dropdown menu and verify their IP address.
  1. Select the Enforce IP address filters dropdown menu and then select the type of IP filtering you want. If you do not want to use IP address filtering, select None.
  2. If you do not select None, select the pencil icon to the right of the dropdown menu to specify the set of approved IP addresses.

Select the pencil icon and then add records for every IP address or IP address range to which you want to allow access. To enter a single address (rather than a range), simply enter the same IP address in the Start IP address and End IP address fields.

  • If the address or address range is company-wide (not associated with a particular user), select Add and enter the IP address or address range. Do not select a user.
  • If the address or address range is for a particular user, select Add, select the username, and enter the IP address or address range. You can add more than one IP address filter per user. For example, if your CFO logs in from 2 different locations, add a record for each IP address, using the CFO's username for both records.
If you enable IP filtering without creating the appropriate filters, Intacct grants access regardless of the user IP address. For example, when using Enforce at company level, if you do not create a filter for the company range, Intacct does not enforce IP address filtering. It is not enforced because it does not have an IP address range to check. The effect is the same as if you set IP address filtering to None.
Enable two-step verification field descriptions
Field Description

Enable verification at login

Add a layer of security to your account. When a user logs in, they need enter a verification code they receive via an authenticator app, text, or phone call. This code is entered in addition to the user ID and password. If a user routinely logs in from a computer only they use, they can identify it as a trusted device and skip this extra step.

For more information, see Setup 2-step verification.

You can set up both SSO and 2-step verification for your company for extra security. If your company is already enabled for SSO, users who access Intacct via their SSO identity provider will bypass 2-step verification. However, if a user is not configured for SSO and is logging in directly to Intacct, they will be forced to use 2-step verification.

Enabling both features gives you an extra layer of protection for your account. For example, if your SSO system was temporarily unavailable, your Intacct admin might need to log in to Intacct, and to prove their identity, would go through 2-step verification.

Selected users

Select individual users who must enter a verification code at login. To enable selected users, go to Company > Admin> Users. Then select Edit, and enable 2-step verification for each user.

All users

Select to require all users enter a verification code at login.

Do not allow trusted devices

After selecting Enable 2-step verification, you can select Do not allow trusted devices for higher security. Every time a user logs in, they'll need to enter a verification code they receive via an authenticator app. This code is entered in addition to the user ID and password.

Enhanced email delivery service domain settings

Enhanced email delivery service domain settings

Email sender domain settings field descriptions
Field Description

Email sender domain

Enter your domain here. For example, if you enter example.com, emails will be sent from this domain, any sub-domains, and from any user you specify when sending the email..

Email sender key

A unique and static key generated for each company.

Add this key to your domain's TXT records to prevent spoofing and to specify that Intacct is allowed to send emails on your behalf. Your email sender key is:
intacct-esk=yourEmailSenderKey

Domain name

The domains you have added to your company.

For example, if you enter example.com, emails will be sent from this domain, any sub-domains, and from any user you specify when sending the email and example.com is listed in the table.

Select the domain name to get the DNS key information for that domain.

Domain status

Authenticated or validated.

  • Authenticated: the domain needs to be validated in order to start sending authenticated emails from the domain (with SPF and DKIM).

  • Validated: the domain is ready to send authenticated emails.

Enforce DNS validation

Select this checkbox to prompt Intacct to validate your DNS record and check for your email sender key that provides additional security and prevents spoofing.

Used only with the standard email sender domain setting configuration.

Single sign-on (SSO)

Single sign-on (SSO) allows you to access your company and other business applications through a single login. Set up single sign-on.
SSO field descriptions
Field Description

Enable single sign-on

Enable SSO for your company.

Identity provider type

Choose the type of SSO identity provider that you're using. If you're using Active Directory Federated Services (ADFS), choose SAML 2.0 with ADFS. Otherwise, choose SAML 2.0.

Issuer URL

The issuer URL is provided to you by your identity provider and is the URL that Intacct will invoke to attempt authentication. Copy and paste the URL into this field as-is.

Login URL

The link to your SSO login page, as provided by your identity provider. Copy and paste the URL into this field as-is.

Certificate

The x.509 certificate issued by your identity provider for your application. It is used to authenticate that the submitter is who they say they are and that the data has not been altered after being submitted. Copy and paste the certificate into this field as-is.

Requested authentication content type

Select what level of authentication is required for a login attempt.

  • Exact: The login must use one of the listed exact authentication methods (for example, password only).

  • Minimum: The login method must be at least as strong as one of the listed methods (for example, password with multi-factor authentication is stronger than just a password).

  • Maximum: The login method must be the strongest possible option available (not commonly used).

  • Better: The login method must be stronger than any of the listed methods (useful when additional security is needed).

Enable alternative login methods (Microsoft Azure AD only)

This option enables passwordless authentication methods for signing into Sage Intacct via Microsoft Entra.

By selecting this, users can log in using alternative, secure methods such as Windows Hello, the Microsoft Authenticator app, SMS, or email codes, enhancing security and convenience.

For more details on how these authentication methods work, visit Microsoft's documentation on passwordless authentication.

Web Services authorizations

Web Services authorizations field descriptions
Field Description

Sender ID

The ID used when passing Web Services requests. Sender IDs are case sensitive and cannot be changed after creation.

Description

Describes the purpose of the sender ID authorization.
Status The status determines if the authorization is active or inactive. Inactive sender IDs aren't able to make Web Services requests to your company.

Content security policy (CSP)

Content security policy (CSP) field descriptions
Field Description

Enforce content security policy

Select this checkbox to enforce your company's Content Security Policy in Intacct. Any URLs not listed in the Content Security Policy are blocked from loading.

Check violations

Select Check violations to view a list of CSP violations in your company.

This link appears only if a CSP violation exists.

URL

If you use a third-party security software that adds a browser plugin, or if you use any other third-party plugin, which might interfere with Intacct, you can allow the domains at the company level here. For example, if you use the security software plugin Trusteer Rapport, you'd copy and paste http://www.trusteer.com/ into the URL field.

To keep your company secure, do not allow page-level customizations in the Company content security policy. If you're unsure if you need to add any domains here, ask your designated support user to contact Support first.

Connect

Select this option to define the highlighted domain as a valid source for XMLHttpRequest, WebSocket, and EventSource connections. Only select the necessary directive options for each URL to maintain your company security.

Font

Select this option to specify the highlighted domain as a valid source for web fonts. Only select the necessary directive options for each URL to maintain your company security.

Frame

Select this option to define the highlighted domain as a valid source for loading frames, such as tracking information from FedEx. Only select the necessary directive options for each URL to maintain your company security.

Image

Select this option to specify the highlighted domain as a valid source for images, such as images from Google Maps. Only select the necessary directive options for each URL to maintain your company security.

Media

Select this option to specify the highlighted domain as a valid source for loading media using audio and video elements. Only select the necessary directive options for each URL to maintain your company security.

Object

Select this option to allow the use of plugins, embeds, and elements, such as an embedded PDF document, from the highlighted domain. Only select the necessary directive options for each URL to maintain your company security.

Script

Select this option to define the highlighted domain as a valid source of JavaScript. Only select the necessary directive options for each URL to maintain your company security.

Style

Select this option specify the highlighted domain as a valid source for style sheets, such as CSS. Only select the necessary directive options for each URL to maintain your company security.

Accounting tab

Accounting tab field descriptions
Field Description

Accounting periods

This option was selected when the company was created and cannot be changed.

  • Standard: 12 monthly periods that begin on the first day of the month and end on the last day of the month.

  • Custom: non-standard periods that an administrator defines.

    For example, 13 four-week periods. Learn more about custom accounting periods.

Reporting method

The default reporting method.

You can change the default reporting method in Accounting settings from the General Ledger Setup page. For more information, see Configure General Ledger.

First fiscal month

The month that your fiscal year starts.

If your company uses custom accounting periods, this field does not apply.

First tax month

The month that your annual tax reporting starts.

If your company uses custom accounting periods, this field does not apply.

Week begins on

The day of the week that your calendar begins.

Base currency

The primary or accounting currency of the company. Changing the base currency can have a major impact on your financials. For more information, see Base currency for your company.

Primary account no. length, Account field separator, and Subaccount no. length

To set up your account number structure for a new company (or to change these fields if you allow such changes):

  1. Specify the Primary account no. length: the number of digits for account numbers.

    Account numbers must be a minimum of 4 digits, and can be a maximum of 24 digits including any subaccounts and separators.

  2. Specify the Account field separator: the character that separates your primary account number from subaccount numbers.

    For example, if you want your account numbers to appear as 1234-12, enter a dash. When creating an account with a subaccount, each box in the subaccount field is a separate subaccount.

  3. Specify the Subaccount no. length: the number of digits for subaccount numbers.

    Subaccount numbers can be a maximum of 9 digits, excluding the account field separator.

After you create your first GL account, primary and subaccount number lengths can be changed only if you do one of the following:

If a separator is set, you cannot change it.

For example, a 4-digit primary account with a 3-digit subaccount with dashes as separators would look similar to 1234-100. The total number of characters used is 8, and you get 5 subaccount boxes of 3 characters each.

For more information, go to Primary account and subaccount numbers.

Setup template

Displays the Intacct QuickStart financials template used to create this company. If this option is set at installation, you cannot change it.

If this field is blank, then this company was not created from a template.

Accounting practice for funds

This field appears only if your company was set up with a Not-for-profit QuickStart template.

How your company tracks funds. The following options are:

  • Net asset fund accounting: Tracks the net asset impact for compliance purposes.

  • Traditional fund accounting: Tracks individual balancing funds.

For more information, go to Traditional fund accounting.

Schedules tab

Week schedule
Field Description

Workdays

The system defaults to a work week of Monday through Friday.

Weekends

The system defaults to a weekend of Saturday and Sunday.
Holiday schedule
Field Description

Plus icon

Select to add a holiday schedule.

Pencil icon

Select to edit a holiday schedule.

Trash icon

Select to delete a holiday schedule.