Display and interactions—User preferences

My start page

Your start page is the page that displays when you first login to Sage Intacct. The Default start page is Intacct 's homepage that displays product updates and resource links.

You can select the overview page of any application or you can select a dashboard as your start page.

If you select Dashboard as your start page, the My start dashboard dropdown list appears. Select a specific dashboard from the dropdown list.

Manage my dashboards

Create, edit, and manage your dashboards. See About Dashboards for information on this topic.

Menu navigation

The trigger that makes the navigation menu open. Options are:

• Click—the menu opens when you select a menu option.
• Hover—the menu opens when you hover your mouse over a menu option.

Menu order

Change the order of the applications on your menu bar. Drag and drop an application bar item to a new location on the bar.

List pages: Records per page

Select the number of lines to display in pages that provide lists of records. The default is 20 lines per page.

You can change this number to accommodate your monitor's resolution and line speed. The greater the number, the more lines you can see without selecting Next.

Selection list pop-ups: Items per page

Select the number of lines to display in popup window selection pages in the event that there are more items than the dropdown list displays. The default is 15 lines.

Dropdown lists: Items per dropdown

Select the number of list items to display in dropdown menu lists. The default is 1,000 list items. You can set up to 5,000 list items in a dropdown list. If you have more than 5,000 list items, Intacct displays the pick window instead.

Transaction rows: Per transaction

Select the number of rows displayed in the Entries section by default when adding a new transaction. This applies to multi-line edit pages such as bills, invoices, expense reports, adjustments, and so on.

For example, if you set the default to two rows and add a new expense report, Intacct displays two empty rows in the Expense entries section.

This setting only applies to the default number of entry rows. You can add additional entry rows to every transaction by selecting the plus icon at the end of a row.

Fast entry row: For splitting transactions

Set the number of blank lines to be used for splitting the transaction across two or more account-department-location combinations (applies to fast-entry bills, checks, and invoices pages). The default is two lines.

You can always split the transaction across at least two accounts before you need to add more lines. However, if you regularly split transactions across more than two lines, enter that number here. You can set up to six lines.

Transaction tables: Rows per page

Select the number of transaction rows that you can view before you need to page to view the next set of rows.

This setting is applicable to pages that have tables that list transactions, like Pay Bills.

Automatically insert a decimal point in numbers

Select this checkbox if you want Intacct to place a decimal point before the last two numbers entered. For example, if you enter 1056, Intacct interprets this value as 10.56.

Clear this checkbox if you want Intacct to place a decimal point at the end of the number entered and then add two zeroes. For example, if you enter 1056 Intacct interprets this value as 1,056.00.

Intacct formats the number when you tab out of a field on any transaction page.

Display type-ahead suggestions as you type

Select whether you want Intacct to anticipate and display suggestions as you type.

Intacct can anticipate what you will type next by displaying the word it thinks you’ll type, so you do not have to enter the entire word. For example, say that you have a customer named Franklin. As you enter the first characters "F...r...," Intacct supplies "Franklin."

Display all fields per line item

Select this checkbox only if you want to see a line item and all its details on one long line.

Unless you have a specific reason for enabling this option, we recommend that you use the default Show details sections on entry rows to contain infrequently used fields. Sage Intacct Administrators can move the fields that appear in the entry layout for pages like Journal Entry, Sales transaction entry, and so on.

Always expand the details area when selecting line items

Select this checkbox only if you always want to show the details area when selecting line items.

If you do not always need to see the details, we recommend that you use the Show details or Hide details links in an entry row to control the display of the details section.

Use the Enter key to move between fields

Select this checkbox to use the Enter key to move between fields. When this setting is on, you can use either Enter or Tab to move between fields.

This setting works in most pages except reports and lists—the behavior of the Enter key is not changed in those pages.

Set Import service review screen default to hide empty columns

Select this checkbox to automatically hide empty columns of data from view by default on every import review page when using the Import service.

In an import service worksheet, use the Manage columns tool to show or hide any column of data in your imports.

Quick view

This preference option was originally designed for a legacy Intacct user interface that's no longer in use. Because the current interface no longer uses this setting, selecting either the Enable or Auto-collapse Quick view options will not change your experience in the modern user interface.

Quick view behavior is only visible in a small number of pages that continue to use the legacy user interface and only in the Accounts Receivable, Accounts Payable, and General Ledger applications.

Current behavior when the Enable checkbox is selected:

• A square box icon might appear next to a Customer selection list in a page that uses an older user interface framework, as for example the classic Receive payments page. Hovering over the square box icon displays a popup window with the customer details.
• When entering lines in the Entries section of journal entries, invoices, or bills, you might see dimension details at the bottom of the page.

The Auto-collapse checkbox does not affect the modern interface or remaining legacy pages.

Default attachment folder

Save time when attaching files by automatically filling the Folder field wherever attachments can be added—such as when adding customers, editing bills, and more.

Depending on your user type, this field behaves as follows:

• Employee users—If an attachment folder is defined on the employee record, this dropdown list only displays that folder or any subfolders. If there's no attachment folder defined on the employee record, this dropdown list displays all available attachment folders.
• Business users or Project manager users—If a Business user or Project manager user has permission to List and View attachment folders, the dropdown list displays all available attachment folders regardless of any attachment folder defined on the associated employee record.

Enable split view

View an attachment side-by-side with the record details on the same window in a bill.

Split view is available when the following criteria are met:

• The record has a single attachment.

• The attached file is a PDF, JPG, or PNG file.

This functionality is currently only applicable to viewing attachments on the Bill page in Accounts Payable.

Show split view on page load

If a bill has an attachment, the attachment appears in split view when you open the bill,

This field displays after you select Enable split view.

Display layout in new user interface

• Select Custom and customized pages to display custom pages in the Action UI. This option is disabled by default.

• Select Platform and Customization Services to display Platform and Customization Services pages in the Action UI. This option is enabled by default.

  This option must be selected if you want to use the enhanced script editing experience for script components and if you want o autogenerate debug files. Enhanced script editing includes syntax highlighting, autocompletion, line numbers, and full-page mode.

Script component theme

Select Light mode or Dark mode.

Dark mode only applies to the script editing component as in the following example:

This option is only applicable if Display layout in new user interface: Platform and Customization Services is selected.

Script component debug all scripts

Select On or Off. Selecting On enables the autogeneration of debug file names for inline page scripts.

All automatically generated debug file names follow the naming conventions pt_scripts_<originalId>_<scriptIndex>.js and can be accessed in your browser's developer tools.

This option is only applicable if Display layout in new user interface: Platform and Customization Services is selected.