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
Consoles

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

  • Flat

  • Hierarchical

 Button Checkbox
Subscriptions We renamed the subscription for electronic vendor payment services. Outbound Payment Services Vendor Payment Services

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
Supplies Inventory

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

  • Quantity

  • Price

  • Employee

  • Qty requested

  • Unit price

  • Requested by
Fixed Assets Management We renamed a field used in the AP and Purchasing integrations to better fit its new options. Asset creation Asset action

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