Line-item entry tips

Entering line-item details can be a time-consuming task. To help quicken the process, Sage Intacct offers shortcut keys for speeding up line-item entry and multiple options for customizing line items to your viewing needs.

• Set and apply default values to line items.

  For example, you usually set the Location dimension in purchase orders to Corporate. You can set Corporate as the default location in every line item of the page. Even though you set a default, you can still manually override it in any line item.

• Use shortcut keys to navigate quickly and easily in and between line items.

• Move fields between line items and their details.

  For example, you often use Location in each line item, but you do not use Class. You can move Location to appear at the line-item level and move Class to the hidden details area.

• Display all fields at the line-item level.

Set default line-item values

1. In the Entries section of the transaction page, select Show defaults.

   The Entries area expands to display all fields for which you can set line-item defaults. The type of fields that can appear here depend on your company set up.

   For example, you can set default values if you have done the following:

   • enabled standard dimensions

   • created and deployed user-defined dimensions

   • created and deployed multi-currency processing fields

   • created and deployed revenue-recognition fields

2. Select the dropdown for any field that you frequently use the same value for and select that value.

3. Select Apply defaults above the first line item.

   The value that you selected appears in every line or in the line item detail of every line, depending on where the field is located. You can manually override this value for any line item.

Navigate within and between line items

You can use shortcut keys to navigate between line items and between line items and their detail areas quickly and easily.

Action	Shortcut
Open a line-item detail area. After you open the detail area, it remains open until you explicitly close it.	Ctrl + down arrow Make sure that your cursor is positioned in the required line item.
Close a line-item detail area.	Ctrl + up arrow
Move to next field.	Tab
Move to previous field.	Shift +Tab
Move to the next line item, or next detail area, if open.	Alt + down arrow
Move to the previous line item, or previous detail area, if open.	Alt + up arrow

Move entry fields

If you are an administrator with full privileges and are assigned the relevant permissions, Intacct enables you to customize field placement on a line-item table. You can move fields between the line item and its detail area and rearrange the order. For example, if your company uses some dimensions more frequently, you can display the frequently used dimensions, including user-defined dimensions, at the line level. Also, you can move the less frequently used dimensions to the line-item detail.

1. In the appropriate transaction page, select the More actions dropdown and select Edit entries layout.

2. Select the line item of interest.

   The Show Details tab appears.

3. Select Show details.

   The line item details appear in a dropdown.

4. Select and drag a field to move it to or from the line-item level.

5. Select Save layout.

Display all fields at the line-item level

You can configure your personal preferences to display every possible field at the line-item level. Unless you have a real need for this, we do not recommend it as a best practice because the line items become very long.

1. Select your login name at the top of any page and select My preferences.

2. Under Personalize interactive behavior, select the Display all fields per line item checkbox.

3. Select Save.

Reorder line items

You can enter line items at random and then reorder them as needed.

Grab the reorder icon on the left of the line item and drag it up or down.