How To: Customize your Home Page in Sage Intacct

How to - Customizing your Home Page in Intacct

By Salomi Kruger, MD for Applico Training & Sage Intacct Implementation Consultant

We all start our day with different tasks to manage in our software systems. Sage Intacct allows us to customize our home page to ensure we start our day with the advantage of being where we want to be in the interface.

The following four steps will guide you to customize your setup here:

Step 1:

Save the file on your computer. For example: on your C:\ drive or desktop

Sign in and click on “Preferences” under your username

Step 2:

Scroll down to Display section and choose your start page in the drop down of application choices

Scroll down to Display section and choose your start page in the drop down of application choices

Step 3:

Click “Manage my Dashboards” to add custom Dashboards to the Start Page.

Click “Manage my Dashboards” to add custom Dashboards to the Start Page.

Step 4:

Click “Save” to save your preferences.

Click “Save” to save your preferences.

If you would like to discuss Sage Intacct in more detail, get in touch with us!