Bookmarks

Bookmarks in Sage Intacct work pretty much the same as bookmarks in most products; they enable you to skip around to your frequently-accessed tasks and views. You can bookmark any page in any application to which you have access, then jump to that page from any place in the system. You can create, edit, or delete bookmarks at will.

Add a bookmark

  1. Navigate to the page of interest.
  2. Select the bookmark icon to the right of your username, and, and select Bookmark this page.
    The system creates the bookmark and places it in the dropdown list under the bookmark icon. You can now access this page from any location in the company.
  1. Select the bookmark icon to the right of your username,
  2. In the dropdown, select the appropriate bookmark. The bookmarked page appears.

Change the name of a bookmark

When you edit a bookmark, you simply change its name:

  1. Select the bookmark icon on the right side of the menu bar, then select the pencil icon that appears beside the bookmark. The name becomes editable in the Update bookmark pop-up.
  2. Enter the new name for the bookmark and select Enter.

Delete a bookmark

  1. Select the bookmark icon on the right side of the menu bar, then select the trash can icon that appears beside the bookmark.
  2. Confirm the deletion when requested.