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 Receivable |
Customer aging report: We renamed the AR sales invoice column to reflect that the column can contain different types of transaction numbers, such as advance payment IDs. |
Invoice | Document No. |
|
Cash Management |
Setting up cheque printing on a current account: When you select to print the company address on a cheque, you can either use the address from the company information or use a different address. |
Use the following address |
Use a different address |
| Company | Subscriptions: We updated and simplified the Web Services subscription information to better reflect our current technical offerings. | Post and retrieve information using Intacct's XML Gateway from external applications. Additional sender credentials are required to access the XML Gateway. For information on using Web Services, visit developer.intacct.com. | Enable external applications that use the Sage Intacct API. Allow access to real-time data for customized solutions that drive business efficiency. |
|
Terminology: We renamed the Has terminology column to indicate whether or not the term has custom terminology assigned. |
Has terminology | Has custom terminology | |
| Permissions and roles report for a single user: report enhancement | When Show derived permissions is selected, permissions derived from another application's permissions are marked with an asterisk (*). | You can now hover over any permission marked with an asterisk (*) to view where the derived permission comes from, or if it's been automatically applied because the user is an Admin. | |
| Fixed Assets Management |
We added a prefix to all report names in the Fixed Assets Management reports package to make them easier to find in the Custom reports list. |
Report names start with the prefix: FAM_ | |
| Inventory Control | Fulfillment: Terminology changes |
Pick sheet |
Pick list |
| Fulfillment: PDF titles changed |
Pick sheet Pack list |
Fulfillment pick list Fulfillment pack list |
|
| Order Entry |
Payment terms: Sales transaction field names changed
|
Contract description Contract ID |
Sales contract description Sales contract ID |
| User Experience: Enhanced lists | As enhanced lists become the default list experience, we've changed how you turn off this feature. | Turn off enhanced list on the list page. | Select More actions at the upper right side of the page. Then select Turn off enhanced list. |
| EMRConnect | In the Value Transformations list, we renamed the Name column to View/Edit. | Name | View/Edit |
