User preferences in Sage Intacct

See the following topics for detailed information on the available user preferences:

Preference category Description
Contact information Update your name, email address, and work contact details.
Password and security

Manage how you sign in and protect your account, including passwords and inactivity timeout settings.

Email notifications and approvals Choose how and when you receive email and approval notifications and set approval delegation.
Display and interactions

Customize your start page, menu order, data entry options, and more. Also choose when to display system warnings.

Checks Control default settings related to printing checks and upload your check signature.
Regional formatting and transaction defaults Set language, date and time formats, number separators, and transaction defaults.
Collaborate Change your profile picture and manage notifications related to Intacct Collaborate.

Update your user preferences:

  1. Select your login name at the top of any Sage Intacct page and select My preferences.
  2. Change the desired preference options.
  3. Select Save.

Update another user's preferences

Sage Intacct administrators can update certain preferences for other users. See Update preferences for other users.

Default Company preferences

Sage Intacct administrators can define certain default settings, like regional formatting and menu order, that apply to all users. See Company Information.

Users can override these default settings by changing their individual preferences.