In the latest release of Sage Intacct 2023 R3, the introduction of beta lists is a game-changer, offering enhanced functionality in managing data. Mike Baio from Bangert provides a detailed walkthrough of how these beta lists can streamline your workflows in Sage Intacct. Here's a summary of his insights:
Beta lists in Sage Intacct 2023 R3 provide improved list views, making data management more intuitive and efficient. These lists are available in various areas such as vendors, attachments, attachment folders, and dimensions.
The new list views offer more advanced search and filter capabilities. Unlike the previous versions, where filtering required specific formatting (like using a percent sign for contains search), the beta lists allow for more straightforward and flexible search terms.
In the beta lists, you can interactively manage columns directly from the list view. This includes features like freezing columns, wrapping text, and rearranging column order without needing to navigate through a wizard.
The split-screen view in beta lists enables quick access to detailed information. For instance, when viewing a vendor list, you can immediately see and edit the vendor’s details in a split view, enhancing productivity.
Beta lists allow you to create and save custom views easily. You can tailor these views to your specific needs, like focusing on vendors with balances or sorting attachments by type. These views can be set as either user-specific or system-wide.
Locating Beta Lists:
You can find information about beta lists in the 2023 release three notes on your Sage Intacct homepage.
Activating Beta Lists:
In the relevant sections (like vendors or attachments), you'll see an option to turn on the beta list interface.
Exploring Features:
Utilize the improved search functionality, manage columns directly, and explore the split-screen detail view.
Creating Custom Views:
Save custom views directly from the list page for quicker and more personalized data access.
Sharing Views:
Decide whether to keep views private or share them across the system for consistent data management across teams.
Vendors:
In the vendor list, you can easily find specific vendors using the enhanced search, manage columns for better visibility, and access vendor details directly from the list.
Attachments:
Sort and manage attachments more efficiently, create views for specific attachment types (like AP bills or company forms), and quickly access document details.
The introduction of beta lists in Sage Intacct 2023 R3 signifies a significant improvement in data handling and user experience. As these features continue to evolve, they promise to bring more efficiencies to financial management tasks.
For a more detailed exploration and visual guidance on using beta lists, watch Mike Baio's video: Sage Intacct 2023 R3: Why You Want To Use Beta Lists. This resource offers comprehensive insights into making the most out of the latest enhancements in Sage Intacct.