Color coding Sage Intacct entities and bookmarking tasks.
Adding a color code to an entity will help prevent users from entering data into the wrong entity. Marking tasks as a favorite or bookmarking them can make navigating Sage Intacct easier.
View this Sage Intacct step by step software tip in a video format (6:00).
View this Sage Intacct step by step software tip with individual screen shots below.
How to Color Code an Entity:
- Company > Setup > Configuration > Entities.
- If you’re using the enhanced list functionality, click on the ellipses by the company name and select Edit.
- If you’re using the standard list, click Edit by the company name.
- Click the dropdown arrow by Color and select a color. Click Save.
How to Favorite/Bookmark a Task:
- To favorite a task, hover your mouse over the task and click the star that appears to the right.
- Click the star in the upper left corner to see your favorites.
- Click the dropdown arrow to view your favorites by module or to see them all.
- To bookmark a task, select the task.
- Click the bookmarks in the upper right corner and select Bookmark this Page.
- Bookmarking a task allows you to enter a description. This can be very helpful for new users of Sage Intacct.
If you need assistance color coding an entity, favoriting/bookmarking a task, or have any other Sage Intacct questions, please contact our Intacct support team at 800.232.8913.
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About the Author: Brad Prather
Brad Prather is a Sage 100 and Sage Intacct Software Consultant at DWD Technology Group and has worked at DWD since 2008. He has worked with Sage 100 (MAS 90/MAS 200) since 1990 providing software implementation, upgrade, training and support services. Brad also has expertise implementing, training and supporting Sage Intacct.
