Change is inevitable, and Sage Intacct’s decision to introduce the Action UI was welcomed by many as a way to make the application more user friendly; make necessary features, screens, and modules easier to access; and make the process of attaching a document, communicating with the platform and completing tasks easier than ever.
Many users have celebrated the new UI — the favorites menu, improved workflows and better usage from dashboards — but any time things get moved around or renamed, many are left asking, “What happened?” Especially with the latest update requiring Action UI in order to use certain functionality such as the new bank reconciliations, it’s likely that if you haven’t made the move to Action UI, the change will happen shortly.
Where Did Everything Go?
In a recent article on the Sage Intacct documentation, the developers looked to answer this exact question, discussing what has moved, what has changed and how to find it.
The Help Menu — Now Help and Support
One of the first things you may notice is that the help menu, while still on the top right of every page, has been changed to Help and Support. This makes the button more visible and will make finding the right answer easier.
Navigation: Big Change, More Control
While this may be one of the biggest changes added to Action UI, it also gives users more control over navigation. Moving application access from the top bar to the left side, you now can drag and drop applications to gain easier access to anything you need. Added to this the Global Favorites menu, and you have even more access to the products you need at the click of a button.
Application Menus: Day-to-Day Tasks at Your Fingertips
With the move to Action UI, moving applications from the top to the left was one thing, but added to this, when you click an application, menu options appear in a pane to the rightthat separates every-day type tasks and setup tasks into two tabs.
Report Center Access: Access Your Favorites
Reporting has always been a strong feature in Sage Intacct, and with the Action UI, reports are now easier to access. In Action UI, Sage Intacct added a whole new reports menu that enables access to Reports Center, all the building blocks needed for creating reports, and added the entire list of dimensions to the setup tab in this new menu.
A Different Structure for the Company Menu
Company menu activities often impact your entire organization, so the Company menu is a bit different in structure from the application menus. The menu tabs for the Company menu are Setup and Admin.
- The Setup tab provides access to activities such as importing data or setting up contacts.
- The Admin tab provides access to activities such as subscribing to applications or setting up users, activities typically accomplished by an admin user.
More Information From Sage Intacct
Looking for something else? Many other things have been changed, renamed or moved in the Action UI Menu, and the documentation explores where all of this went.
We also have a helpful table to lay out the changes:
Application |
Menu item |
Renamed to |
Moved to |
Removed |
Accounts Receivable |
Revenue schedules management |
Manage revenue schedules |
|
|
Account Payable |
Wells Fargo Payment Manage |
Wells Fargo PMGR |
|
|
Company
|
|
|
|
|
Allocations |
|
General Ledger |
|
|
Company Info |
Company configuration |
|
|
|
Company Setup Checklist |
Import data |
|
|
|
Cover Letters |
|
Reports |
|
|
Custom Views |
|
If custom views are created, they appear in their associated application menus |
|
|
Dimensions* |
|
Cross-company dimensions: Locations, Departments, Classes, Employees and UDDs can be accessed in Company. All dimensions can be accessed from theReports menu. Specific dimensions can be accessed from owning application menus. |
|
|
Dimension groups |
|
Reports |
|
|
Earning Types |
|
Projects |
|
|
Out of Office |
|
Projects |
|
|
Report Groups |
|
Reports |
|
|
Reporting Periods |
|
Reports |
|
|
System Reporting Periods |
|
Reports |
|
|
Territories |
|
Accounts Receivable |
|
|
Contracts |
Manage revenue & Expense schedules |
Manage schedules |
|
|
Customization |
Custom documents |
Printed doc templates |
|
|
General Ledger |
Deferred Revenue Details |
|
|
Can be accessed in OE |
Deferred Revenue Forecast |
|
|
Can be accessed in OE |
|
Deferred Revenue Forecast Graph |
|
|
Can be accessed in OE |
|
Deferred Revenue Forecast Revaluation |
|
|
Can be accessed in OE |
|
Inventory Control |
Recurring Transactions |
|
|
Can be accessed in OE |
Platform |
Install |
Install application |
|
|
Projects |
Resource schedule management |
Resource capacity |
|
|
Manage timesheets |
Timesheet inquiry |
|
|
|
Reports Center |
|
|
|
Can be accessed from Reports |
Take Your Business Further: Sage Intacct and Wipfli
Whether you are already a customer looking to see what’s new or are reading this to see what options you have available, it pays to have the right partner in your corner. At Wipfli, we are proud to consult, implement and provide service for Sage Intacct, a true leader in cloud ERP.
From SMBs to global players, we understand the needs of our clients. Get to know more about our recent implementation and integration success stories: SIFMA, Galaxy Media, Eagle Hill School, and Seven Clans Casinos.
Ready to elevate your business? Contact us for more information and to schedule a free consultation.