User Experience

User interface changes

In this release, we updated aspects of the user interface throughout Intacct for clarity and consistency.

Product area Change description Old UI New UI
Accounts Payable To add a user to an AP supplier invoice approval policy, you now select the User rule type and then select the specific user.

Previous way:

  • In the Rule type column, select <Named user>

New way:

  • In the Rule type column, select User level

  • In the User column, select a specific user

On the Accounts Payable menu, we renamed a label to better reflect its functionality.

View payment requests

Payment requests
Company We added a dialogue that shows how many remaining sandbox refreshes are available. A count of remaining sandbox refreshes was not displayed. When Refresh is selected, a dialogue opens and shows your remaining refreshes or indicates if you need to request more.
We added the ability to import inter-entity account mappings directly from the Import data page (Company > Setup > Configuration > Import data).

You can still import inter-entity account mappings from the following pages:

  • Company > Setup > Configuration > Inter-entity account mapping

  • Company > Setup > Configuration > Entities > Entity

Now, you can use the Import data page to do the following:

  • Download the template for importing inter-entity account mappings.

  • Import your inter-entity account mappings using a CSV file.
Contracts We renamed a tab on contracts to account for its new features. Billing transaction history Contract summary
Fixed Assets Management We renamed field labels to better reflect the field values.

Journal entries no.

 

Journal entry no.

 
Disposal journal entries no. Disposal journal entry no.
Accumulated depreciation Total accumulated depreciation
You can now add the Book ID column to the Post depreciation list using the Configure columns option. The Book ID column wasn’t available to add to the Post depreciation list. The Book ID column is available to add to the Post depreciation list.

We removed the Disposal GL account field from the Disposal details section on assets because it's already in the Asset classification section.

 The Disposal GL account field appeared in the Disposal details section. The Disposal GL account field now only appears in the Asset classification section.

On the Depreciation Schedule tab of disposed assets, we made the Journal entry no. field a link. Selecting the link opens a popup with details about the journal entry.

 You couldn't drill down from the Journal entry no. field. You can drill down from the Journal entry no. field to view details.

Platform Services

We made this change to simplify the menu based on customer usage.

The Installed components menu option is hidden from the main Platform menu.

You can still see installed components in the individual application's overview pages.
Supplies Inventory On the Issues list, we moved the Print pick list option to align with the actions in the More menu. Print pick list button More > Print pick list
On the Configure Inventory page, we renamed labels to better reflect functionality. Supplies PO

Supplies purchase transaction definition
Supplies direct ship Supplies direct-ship transaction definition
On the Supplies workbench, we changed a line status option to better reflect specific field information. Need ship-via

  • Need shipping method

  • Need delivery method

Projects

Time

With the Construction subscription

We moved the following features to a different menu:

  • Employee positions

  • Labor classes

  • Labor unions

  • Labor shifts

Projects application menu

Time application menu

Projects

WIP Management

With the Construction subscription

We renamed the WIP management page to WIP schedules.

WIP management

WIP schedules