Modifying User Preferences

The below process highlights how to navigate to your personal user preferences in Intacct and how to make selections specific to Parish accounting users.

Steps

Click your name in the top right corner of the screen
Click My preferences

Review your General information to ensure that all fields are populated correctly
1. Note: A field marked with a red asterisk must be populated. If the field does not have a red asterisk, it is optional.

Review your Security preferences
1. Your Password security question and Answer are used when a user clicks “Forgot your password?” on the Intacct login screen. The AOD uses Single Sign On, so the Password security question and Answer may never be used. However, it is important to keep this information handy in case users need to reset their own password in the event that Single Sign On is not working.
2. Timeout preferences:
  1. Inactivity duration - Set the amount of time your system can remain inactive before it signs you out
  2. Session duration - Set the total amount of time you can work in the system, regardless of whether it's active or not, before it signs you out
  3. Note: There is a maximum amount of hours you can choose which has been set on the Company information page. You may not make your Inactivity and Session durations longer than the maximum hours.
3. Click Change password if you ever need to manually change your password
  1. Note: The AOD uses single sign on, so this function will not be used
4. Review 2-step verification settings
  1. Note: The AOD uses single sign on, so this function will not be used

Review you Email notifications settings
1. Enter an email signature to be added to emails that the system generates for you
2. Select Stored reports are generated and available to receive emails when a report has been processed offline and is ready for you to view
3. Do not select to receive notifications if Recurring transactions fail. You must be a Limited or Full Admin user to receive these notifications
Ensure that you have enabled Requests for approval for each of the items that you are an approver for
Enable Approved payment Approval confirmations if you would like to receive a notification when a payment you initiated is approved

Do not select to Send approvals to delegate
Select items that you would like to receive an on-screen message for
1. Warn on unsaved changes – Select to view a message when you make changes and then attempt to navigate away from the window without saving your changes.
2. Warn on delete – Select to view a precautionary alert when you attempt to delete a record.
3. Display validation messages on a separate screen - Select this option if you want your messages to appear on a separate page rather than inline on the page you are viewing
If desired, select a different page to be brought to immediately after signing in to Intacct
If desired, select an Entity color:
1. Use the default color – your Entity tab will be colored based on Administrator settings.
2. Use my own color – allows you to change the color of Entity tabs. This does not affect other users.

Select your Menu navigation method:
1. Click – requires you to click on different modules in your Application drop-down menu
2. Hover – allows you to hover over different module in your Application drop-down menu
Select your menu order
1. Use the default order – orders the modules in your Application drop-down menu based on the order your Administrator set
2. Use my own order– orders the modules in your Application drop-down menu based on the order you set
  1. Note: to change your order, click and hold the 3 bar icon next to each module and move it up or down

Personalize your list defaults:
1. List screens: records per page – Select the number of lines to display in pages that provide lists of records – i.e.: the Vendor list
2. Selection list pop-ups: items per page – Select the number of lines to display in pop-up selection pages in the event that there are more items than the drop-down list displays
3. Drop-down lists: items per drop-down – Select the number of list items to display in drop-down menu lists
4. Transaction rows: per transaction – Select the number of rows displayed when adding a new transaction on multi-line edit pages (pages used for entering bills, invoices, etc.)
5. Fast entry row: for splitting transactions – Set the number of blank lines (up to a maximum of six) used for splitting the transaction across two or more account-department-location combinations (applies to fast-entry bills, checks, and invoices pages)
6. Transaction tables: rows per page – Select the number of transaction rows you can view before you page to view the next set of rows.
Personalize your interactive behavior:
1. Check to automatically insert a decimal point in numbers
2. Check to display type-ahead suggestions as you type
3. Check to display all line items fields per line item
4. Check to always show the details area when selecting line items
5. Check to user Enter (not Tab) to move between fields

Review your Quick view settings, which enables you to hover over a view icon at the end of a selection field to display contact information for the selected item
1. Enable – Select Enable to display an information window when you hover over a selection icon
2. Auto-collapse – Select Auto-collapse to have the system automatically close the box when you move away from it
Select AP Bills as your Default attachment folder
Do not modify your Personalize Platform and Customization Services settings
Review your Check preferences if you print checks – this controls settings for checks that you personally print
1. Current signature – do not add a personal signature
2. Horizontal and Vertical printing offsets - Leave the values for Horizontal and Vertical as 0.0" unless your bank rejects your checks

Click Manage my bookmarks to delete your bookmarked pages if needed
1. Note: All other settings in the General preferences section does not require an update