An Action Plan and Tips and Tricks for the New Sage Intacct Action UI

Happy Monday Sage Intacct Users!

Friday evening, Sage Intacct released their 4th release of 2017. That means not only are we in the final stretch of 2017, but we’re also closing in on the switch to the new Action User Interface next year. So how do you prepare your team for the switch to the Action UI that’s quickly creeping up on the horizon? We’d like to share a game plan as well as tips and tricks to help you transition your team!

Below is a sample Action plan (see what we did there …!) for migrating your users to the new Action UI.

This chart breaks the migration out by roles/types of users you might have in Sage Intacct. Then, next to each role we either mark the role as staying in Sage Intacct’s current user interface for now, or moving to the new Action UI. Followed by a column for risks and limitations of the new UI for each role.

Identifying which roles you’d like to start with piloting the new UI within your organization will help to make the roll-out process a bit smoother. By identifying the users in this way, you can test to make sure the UI will work for your users by their individual role as well as build a strategy for training everyone.

How do you identify which roles fall into the “Action UI Eligible” column?

Use Sage Intacct’s neat “Try Role” feature! This will allow you to see everything a role has permission to and switch the UI so you can test and identify any helpful tips/tricks for users in advance.

To try a role in Sage Intacct:

Go To: Company > Roles > Try Role

Classic UI:

Action UI:

On the topic of training your users, below are a few of the differences you’ll notice in the new Action UI and some helpful tips and tricks we’ve identified:

Module Navigation: Tree View in Left Margin

To navigate through modules, instead of hovering over the module to display a drop-down menu, once you click on the module name, the navigation is displayed in a collapsible panel on the left-hand side of your screen.

Overview:

You’ll also notice when clicking the module, you are now brought to a default overview screen. This module home screen makes navigation more user-friendly by using icons and process flow to help users navigate.

Module Navigation: Favorited vs All

The default view in the navigational pane is set to Favorites, however you’ll notice not all options are available there. To start, you may like to switch to the “All” view so that you can view all options.

Favorites:

All:

Breakdown of Module Navigation Pane in Classic vs Action (Comparison Style):

Activitiestasks and transactions live here.

Classic UI: In the classic UI, transactions and activities were found in the left side of the module navigation drop-down menu in two separate buckets.

Action UI: In the new Action UI, Transactions are no longer separated and everything is now grouped under the Activities section of the menu.

Reports – module reports live here.

Classic UI: In the classic UI, reports (both custom and standard out of the box) were found in the center of your module navigation drop-down window.

Action UI: Now, reports are right below activities.

Setup – this is where the customization and list maintenance tasks live.

Classic UI: In the classic UI, setup items were hidden by default and required clicking the “Open Setup” button on the bottom of the navigation drop-down to see them.

Action UI: Rather than hiding in a separate collapsed window, now, setup items are right below reports.

Report Center:

For the grand finale, the report center has gained notable enhancements in ease of navigation. Most noteworthy, you can now create everything you might need to include in a report (dimension groups, account groups, and dimension structures) right from within the report center!

Questions? Need help with training your users on the new Action UI? Feel free to reach out to us here!

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Kathy Jastrzebski is a consultant with CLA’s Intacct team. CLA is an Intacct Premier Partner with a partnership that spans over 15 years and more than 400 successful implementations. Kathy brings five years of accounting experience in the manufacturing, products, service, and nonprofit industries. Along with her accounting experience, she has a passion for leveraging technology to lead finance teams worldwide through system implementations with a mission of increasing department efficiency through business process improvements.

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