Insights

Action UI Is Great — But Where Did Everything Move?

 

Action UI Is Great — But Where Did Everything Move?

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.

Action UI Is Great — But Where Did Everything Move?

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.

Action UI Is Great — But Where Did Everything Move?

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.

Action UI Is Great — But Where Did Everything Move?

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.

Action UI Is Great — But Where Did Everything Move?

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

 

 

 

 

 

 

 

  • Action log
  • Audit log
  • Avatax log
  • Email delivery log
  • Access log
  • Action report
  • Audit event report
  • AvaTax history
  • Email delivery history
  • User access report

 

 

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: SIFMAGalaxy MediaEagle Hill School, and Seven Clans Casinos.

Ready to elevate your business? Contact us for more information and to schedule a free consultation.

Author(s)

Smith_Stephanie
Stephanie M. Smith
Senior Business Developer
View Profile