Did you know you can view financial information in a list format? And that data lists can be customized in a variety of helpful ways such as customizing a list view only the items that are most important to you, or for exporting data to be shared in a specific format?
Sage Intacct offers a variety of customizations that can apply to the data master list views. A user with the appropriate permissions can create views for their personal use or public use. Custom views are useful for having the data needed for day-to-day activities easily accessible in the system, or for exporting data to be reviewed or shared in a variety of formats available with Sage Intacct.
View this Sage Intacct step by step software tip in a video format (6:08)
View this Sage Intacct step by step software tip with individual screen shots below.
Many master data lists have the capability to create and edit views. The examples shown will be for the Vendor master list.
- Applications > Accounts Payable > All > Vendors
- Manage views > Create new view
- The columns of data in the view can be selected by check-marking the data fields in Step 1.
- Additionally, the view can have a custom sequence, data filter, and/or sort orders in the following optional steps.
- Give the view a name and click ‘Save’ in the top right. The deploy box can be used to make the view public.
- Once the view is saved it can be accessed by the ‘All’ dropdown menu along with any other previously created views.
- Any master list view can be exported to a CSV, Excel, Word, PDF, or ‘CSV import’ file.
If you need assistance creating a custom data master list view or have any other Sage Intacct questions, please contact our Intacct support team at 800.232.8913.
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