Mastering Sage Intacct List Views

Sage Intacct List Views is a powerful tool that allows you to view, sort, and filter data based on your exact needs, saving time and effort. It’s an easy way to get the data you’re looking for without having to run reports or look through thousands of transactions for a small data set.

For example, a standard list view of AP Bills shows the Vendor Name, Bill Number, Date, Amount and Status (i.e. Draft, Submitted, Posted, etc.). On the other hand, a custom list view can let you see additional information and/or restrict the transactions that you see based on chosen filter criteria.

Whether you’re managing vendors, general ledger accounts, or accounts payable (AP) bills, list views will become your go-to for sorting, filtering, and analyzing data. You can save these custom views so you don’t have to recreate them.

This guide will help you master list views in Sage Intacct, from the basics to advanced customization — and even exporting them 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 a list of 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 versatile is they’re not limited to one application or function. 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 the information you need for your task. They can even be reports, thanks to built-in export options.

Standard Sage Intacct List Views Features

• Sorting and Filtering: Sort data by column alphabetically, numerically or by date. Filters allow more targeted data segmentation (e.g. by state or transaction date).
• Pre-Built Views: Sage Intacct has 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 meet your team’s needs.
• Hierarchy Visibility: Some views allow hierarchical data structuring for more context, such as grouping employees by their supervisors.

Customizing and Creating List Views

Sage Intacct allows 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 (e.g. Vendors, Customers, or AP Bills). This will open 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 what data fields you want to display (e.g. vendor name, tax ID or state). Drag and drop fields to reorder them.

Adding Filters and Sorting Rules

Filters and sorting rules narrow down the data your list view shows.

• Filters: Apply filtering criteria to the results. For example filter vendor records to show only those with a state of “TX” or display AP bills within a specific date range.
• Sorting: Organize the data in ascending or descending order (e.g. sort vendors by ID or total due).

Saving and Deploying

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

Pro Tip: Don’t overload your list view with too many columns. Stick to the essential data points needed for decision making 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 giving you a more dynamic and interactive experience.

Benefits of Enhanced Views

• Resizable Columns: Drag the edges of a column to increase or decrease its width, so you can focus on the key data points.
• Inline Filters: Apply column specific filters directly in the list view, for example search a vendor’s name by typing directly into the column field.
• 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: Reorder column layouts quickly.
• Text Wrapping: Enable text wrapping for longer data 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 decide it’s not for you, you can turn it off by clicking “Turn off Enhanced List”.

Exporting List Views for Reports

Another great feature of Sage Intacct list views is the export functionality, so you can use list views as ad-hoc reports. You can export list views in three formats:

• PDF
• Word Document
• Excel/CSV

Use the exported file for data analysis, sharing with stakeholders or storing for compliance purposes. For example export a list of vendors filtered by state and include 1099 tax IDs for easy year end reconciliation.

Pro Tip: When exporting make sure your filters and sorting are set before export. This will ensure the data is clean and actionable.

Tips and Best Practices for Using List Views

Using list views efficiently will save you and your team a lot of time. Remember these best practices to get the most out of this tool.

• 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 to keep context.
• Saved Views for Recurring Tasks: Create saved views for tasks you do frequently, like reconciling open invoices, to save time and eliminate setup repetition.
• Use Enhanced Views for Collaborative Workflows: Enhanced views are great for multitasking as you can review and edit data simultaneously, perfect for team members working on AP invoices or customer records.
• Document Naming Conventions: Use naming conventions for your custom views (e.g. “Open AP – By Due Date”) so team members can quickly know the purpose of each view.

Take Control of Your Financial Data

Sage Intacct List Views are a powerful way to manage your data. With customizable views, enhanced design and export options, these tools will help your team streamline workflows and make data driven decisions. Ready to get started? Jump into Sage Intacct today and start customizing your list views.

If you have questions or need help with List Views, contact our team.