User Preferences in Sage Intacct

By | August 17, 2020

Preferences are nothing but group of settings which are used to define one’s products usability, visualization, behavior, actions, etc. In a technical term preference is usually used in relation to choosing between alternatives. For example, someone prefers Date format ‘MM/DD/YYYY’ over ‘DD/MM/YYYY ’if they would rather choose ‘DD/MM/YYYY ’if than ‘MM/DD/YYYY’.

In this blog, we will be discussing how we can set up our preferences.
Sage Intacct provides to set up preferences in two different ways:

  • Company Preferences: Admin will set up preferences that will affect all user across company.
  • Individual Preferences: This sets up your individual preferences which defines how you work in your environment in Sage Intacct.

Click your sign-in 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 > Users. Click Preferences on the appropriate user row.

Navigate to Users list

User Preferences

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 setup your choices within Sage Intacct.