General preferences

Language

Choose the language and locale preference.

Time Zone

Choose the time zone in which your company resides.

Time format

Choose the time format to use. You can choose either a 12-hour or 24-hour clock (HH12:MI:SS AM/PM or HH24:MI:SS). Your company admin sets the default for your company, but you can customize them here to your preferences. For example, the company head quarters might be in a different time zone than you are.

Date format

Choose the date format to use. This format is used throughout Intacct to display dates. However, you can enter dates using other formats. For example, say you set your date format to MM/DD/YY. January 1, 2013 displays as 1/1/2013. However, you can enter the date of January 1, 2013 as 1-1-2013, and it still displays as 1/1/2013. You can change the date format at any time. For example, if you want a particular date format to print a single report, change it here, print the report, and then change it back again.

Override company preference number separators

Thousands separator

Decimal separator

You can use your company defaults as number separators, or you can override your company defaults to select your own preferences.

When selected, the Override company preference number separators allows you to select different symbols for number formats than the company defaults.

Select the symbol to use as your number format preferences for the Thousands separator and Decimal separator. You can also choose to use your company default.

For more information about how this affects different aspects of Intacct, see Custom number formatting.

Report filters

Set the preference for whether to include dimensions and accounts that have been marked as Inactive to be selectable when creating standard and financial reports.

• Display all values includes all active and inactive accounts and dimensions in the selection list to add to a report.
• Hide inactive values shows only the accounts and dimensions that are active and does not display inactive values for selection.

Salesforce.com user key

Enter a Salesforce.com user key if you subscribe to the Salesforce.com Data Exchange. To enable access, enter the same arbitrary key both here and at Salesforce.com.

Default warehouse

Select the name of the warehouse to use as your default warehouse in transactions. Intacct will only display this warehouse for transactions you create from transaction definitions Contains the accounting rules, workflow settings, security settings, and other characteristics for a transaction. Admins maintain the transaction definitions. where the Warehouse selection method is set to "Use the default warehouse". If there's a different default warehouse set on the transaction definition, the default warehouse you select here will override that warehouse.

Select the list type to display after posting a converted transaction

This option is applicable to Order Entry and Purchasing. Select the transaction list to display after you convert a transaction.

Options are:

• Transaction list for the original transaction type: after you convert a transaction, Intacct displays the transaction list for the source transaction. For example, if you are converting a sales order to a OE sales invoice, the sales order list displays when you post the OE sales invoice.
• Transaction list for the converted transaction type: after you convert a transaction, Intacct displays the transaction list for the target transaction. For example, if you are converting a sales order to a OE sales invoice, the OE sales invoice list displays when you post the OE sales invoice. Use this option to streamline the process when you frequently convert from the All transactions view or convert many transactions at once.

Manage my bookmarks

Select to view, export, and manage your bookmark list. See Using bookmarks to get around for more information.

Inherit date from source transaction for Order Entry transactions

Inherit date from source transaction for Purchasing transactions

When converting transactions in a workflow, specify whether the target transaction should inherit the source transaction date for Order Entry transactions, Purchasing transactions, or both. When not selected, the target transaction date defaults to today's date.

For example, say you are converting a purchase order to a PO purchase invoice. The purchase order's transaction date is May 1, 2020 and today's date is May 15, 2020. If Inherit date from source transaction for Purchasing transactions is selected, the PO purchase invoice transaction date defaults to May 1, 2020.

Note the following expected behavior:

• If your company is configured to use separate transaction and GL posting dates, the Inherit date from source transaction options only affect the transaction date. The GL posting date still defaults to today's date.
• If your company is not configured to use separate transaction and GL posting dates, the transaction date is also the GL posting date. In this scenario, the transaction date must be in an open financial period. If you choose to inherit the source transaction's date, this date might fall within a closed period. In such cases, you'll need to change the date in the target transaction to a valid date within an open period before posting.