Learn How to Configure User Preferences in Sage Intacct ERP

About Your Preferences

Set your preferences to suit how you work in the company. You can also hone or change some preferences set up by your administrator. For example, your admin sets a maximum interval of 6 hours before you are automatically logged out. If you only need to be in Intacct for two hours, you can change that interval. In this way, you protect the security of your company information.

Sage Intacct provides two means of setting up your company to suit how you do business:

• Company preferences: Your administrator sets up preferences that affect all users across the company.

• Individual preferences: This topic describes how to set up individual preferences to suit how you work in Intacct, and more finely hone or change some preferences set up by your administrator.

Click your login name at the top of any page and select My Preferences.

If you’re an administrator, to set individual preferences for another user, go to Company > Admin tab > Users. Select Preferences on the appropriate user row.

Note: If you’re an administrator, you can set your own individual user preferences as well as those of other users.

Below are the details included in Preferences section:

General information: – Add your name, email address, etc. to identify yourself in the system. The system then automatically refreshes this information in user contact

Security preferences:- To keep your company and your identity safe from unwanted or unlawful access

Email notifications:- You may add signature notification to bottom of your system generated emails, and get notified based on your selected activities

Display:- You may personalize as much as you want about your visuals in Sage Intacct across and within applications

Check preferences:- To print Checks, you may add/upload a GIF file with your digital signature. This signature will be available on both online and printed checks

Note: Font size for checks and check stubs is fixed. Currently, you can’t change font size

General preferences: – You may set language selection, time zone, time format, date format, default warehouse, etc.

So using this preferences setup you can easily set up your choices within Sage Intacct.

About Us

Greytrix Africa is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics), and Agriculture.