Mastering Sage Intacct list views

Sage Intacct list views empower you to easily sort, filter, and customize how you see your financial data, enabling faster access to key information without complex reporting. With features like custom columns, enhanced filtering, and export options, these views streamline your workflow and help your team make informed, data-driven decisions.

List views are a powerful tool that allow you to view, sort, and filter data based on your exact needs, saving time and effort. With list views, you can quickly find the data you need without running complex reports or searching through thousands of transactions.

For example, a standard list view of AP Bills shows the Vendor Name, Bill Number, Date, Amount, and Status (such as Draft, Submitted, or Posted). By creating custom list views, you can display additional information or restrict the transactions you see based on your chosen filter criteria.

Whether you’re managing vendors, general ledger accounts, or accounts payable bills, list views will quickly become your go-to for sorting, filtering, and analyzing data. Plus, you can save these custom views for future use, streamlining your workflow.

This guide will help you master list views in Sage Intacct, from the basics to advanced customization, and even exporting data for reporting purposes. Along the way, we’ll share practical tips to help you unlock their full potential.

What are Sage Intacct list views?

List views are data tables within Sage Intacct that display records from various modules, such as Vendors or Customers. Their purpose is to help you display, sort, and filter data efficiently, showing you only the information you need.

What makes list views so useful is their flexibility. Whether you’re tracking recently modified vendor profiles, reviewing outstanding invoices, or viewing inactive records, list views give you the functionality you need to take action quickly.

Each list view allows you to sort columns, filter data, and customize the visuals to focus on what matters for your task. Thanks to built-in export options, they can even serve as quick reports.

Standard Sage Intacct list views features

• Sorting and filtering: Sort data by column alphabetically, numerically, or by date. Filters allow targeted data segmentation, such as by state or transaction date.
• Pre-built views: Sage Intacct provides standard views for most modules, such as “All Records,” “Recently Modified,” or “Recently Viewed.”
• Customizable columns: Modify which columns are visible and their order to suit your team’s needs.
• Hierarchy visibility: Some views allow for hierarchical data structuring for more context, such as grouping employees by their supervisors.

Customizing and creating list views

Sage Intacct enables full customization so you can make list views as simple or as detailed as your workflows require. Here’s a step-by-step guide to customizing and creating your own list views.

Accessing and editing list views

• Step 1: Go to the relevant module (for example, Vendors, Customers, or AP Bills). This opens the standard view for that module.

• Step 2: Open the “Manage Views” dropdown. From here, you can create a new view from scratch or use an existing view as a template by selecting “Save view as.”

• Step 3: Customize columns. Choose which data fields you want to display (such as vendor name, tax ID, or state). Drag and drop fields to reorder them.

Adding filters and sorting rules

Filters and sorting rules help you narrow down the data your list view displays.

• Filters: Apply filtering criteria to your results. For example, filter vendors by state or display AP bills within a specific date range.
• Sorting: Organize the data in ascending or descending order, such as by vendor ID or total due.

Saving and deploying

• Save your custom list view for future use. You can deploy it for your entire organization or keep it personal to avoid cluttering dropdown menus.

Pro tip: Don’t overload your list view with too many columns. Focus on essential data points to keep the interface user-friendly.

Enhanced Sage Intacct list views: a game changer

Enhanced list views take Sage Intacct to the next level by providing a more dynamic and interactive experience.

Benefits of enhanced views

• Resizable columns: Adjust column width to spotlight key data points.
• Inline filters: Apply column-specific filters directly within the list view, making it easy to search by vendor name or other criteria.
• Split view mode: View a list of records alongside individual record details, perfect for reviewing and editing transactions without leaving the main view.
• Drag-and-drop columns: Quickly reorder column layouts.
• Text wrapping: Enable text wrapping for longer entries, such as addresses.

To turn on enhanced views, click the “Turn on Enhanced List” button at the top of your screen (available in select modules). If you prefer the standard view, you can turn it off at any time.

Exporting list views for reports

Another excellent feature of Sage Intacct list views is export functionality, which allows you to use list views as ad-hoc reports. You can export list views in three formats:

• PDF
• Word document
• Excel/CSV

Use the exported files for analysis, sharing with stakeholders, or compliance purposes. For instance, you can export a list of vendors filtered by state and include 1099 tax IDs for easy year-end reconciliation.

Pro tip: Make sure your filters and sorting are set before export to ensure your data is clean and actionable.

Tips and best practices for using list views

Using list views efficiently can save your team a significant amount of time. Keep these best practices in mind:

• Use filters for focused data: Always apply filters to avoid information overload. For example, filter vendors to just inactive ones when doing account cleanups.
• Freeze essential columns: Freeze key columns like vendor name or invoice date when scrolling through large datasets for better context.
• Saved views for recurring tasks: Create saved views for frequent tasks, such as reconciling open invoices, to streamline your workflow.
• Use enhanced views for collaborative workflows: Enhanced views are ideal for multitasking and team collaboration, enabling users to review and edit data simultaneously.
• Document naming conventions: Use clear naming conventions for custom views (such as “Open AP – By Due Date”) so team members can easily identify their purpose.

Take control of your financial data

Sage Intacct list views offer a powerful way to manage and analyze your data. With customizable views, enhanced features, and export options, your team can streamline workflows and make data-driven decisions. Ready to get started? Jump into Sage Intacct and start customizing your list views today.

Next steps

If you have questions about Sage Intacct list views or want to unlock more value from your financial management solution, Rand Group is here to help.

As a leading consulting partner for financial and ERP solutions, Rand Group offers expert guidance, implementation, and support tailored to your business needs. Contact our team for personalized assistance or to schedule a demo, and discover how we can help you streamline your operations and improve your data management with Sage Intacct.

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