User Experience

User interface changes

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

Product area Change description Old UI New UI

Accounts Payable

Purchasing

We renamed a column for accuracy in the Recurring transaction status report.

Invoice/doc date Transaction date

Accounts Payable

Accounts Receivable

Order Entry

Purchasing

We renamed an option for the Transaction type filter in the following reports:

  • Recurring transaction status report (AP, AR, OE, PO)

  • Recurring transaction forecast (AR, OE)

All bank accounts

All transaction types

Purchasing Transaction definitions now appear in the order most recently saved. Transaction definitions could be reordered manually using drag and drop. Transaction definitions appear in the most recently saved order.
Consoles

We changed the format of the following fields on the Manage instances list:

  • Flat

  • Hierarchical

Button Checkbox
Fixed Assets Management We renamed a field used in the AP and Purchasing integrations to better fit its new options. Asset creation Asset action
Supplies Inventory

With expanding functionality in the Supplies workbench, we've modified some column headers.

  • Quantity

  • Price

  • Employee

  • Qty requested

  • Unit price

  • Requested by

Subscriptions We renamed the subscription for electronic supplier payment services. Outbound Payment Services Supplier Payment Services

Projects

WIP Management

With the Construction subscription
We moved a page in the Projects menu from the All tab to the Setup tab, and we renamed the page. Project settings for WIP schedules Include projects in WIP schedules
We updated some labels to make them clearer.
  • Update CFO values with PM values

  • Update CFO values with CFO values from prior period

  • Clear CFO values

  • Update PM values with project values

  • Update PM values with PM values from prior period

  • Clear PM values

  • Update CFO forecasts with PM forecasts

  • Update CFO forecasts with CFO forecasts from prior period

  • Clear CFO forecasts

  • Update PM forecasts with project values

  • Update PM forecasts with PM forecasts from prior period

  • Clear PM forecasts