Sage Intacct 2023 R3 Highlights: How to Update User Permissions Effectively

Sage Intacct 2023 R3: Updating Permissions

In Sage Intacct, system administrators play a crucial role in updating user permissions, especially when new features are released or existing features are updated. It's important to remember that permissions for new features are undefined by default, requiring active assignment to relevant user roles or individual users. Here's a guide on updating permissions for the 2023 R3 release of Sage Intacct.

Key Changes in Permissions

1. Cash Management Module

  • Feature Update: Previously known as 'Bank Transaction Imports', it's now renamed to 'Bank Transactions for API and Import'.

  • New Permissions:

    • List Item Access: A new list item added for this feature.

    • Edit Transactions: Ability to edit transactions for the bank.

2. Accounts Payable Feature

  • Feature Addition: 'Approve Vendors'.

  • Functionality: This new feature facilitates the setup of vendors through an approval process.

  • Permission Requirement: To enable users to approve vendors set up with submitted status, this option needs to be activated.

3. Purchasing Module

  • Feature Addition: Compliance Section.

  • Details:

    • Compliance Setup: A new segment in the purchasing module.

    • Compliance Records: Five new security items under this section.

  • Access: To use this feature, ensure these new security items are checked.

General Tips for Permission Updates

  • Use the 'All' Radio Button: For both functions and reports, you can select 'All' to check all missing checkboxes in a specific section.

  • Save Changes: Remember to click 'Save' after making changes to ensure permissions are updated correctly.

Conclusion

Staying updated with these permission changes is essential for maintaining smooth operations in Sage Intacct, especially with the release of 2023 R3. By carefully adjusting permissions, you ensure that users have the correct access to new and updated features, enhancing the overall efficiency of your accounting processes.

For a detailed walkthrough on how to navigate these changes, check out the video here: Updating Permissions for Sage Intacct 2023 R3. This resource provides practical insights into managing user permissions effectively in Sage Intacct.

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