Provide application access with menus

Platform application menus refer to menu items that are part of the main menu bar and application map so that users can access the application and its elements. Intacct creates list, new, import, and template menus by default when you create objects. You can also create other report menu types to serve the needs of your application.

Access to certain features in Customization Services or Platform Services are based on your administrative privileges. See the table below to determine what kind of administrator you need to be for each feature. Learn more about Permissions for Customization and Platform Services.

Feature Permissions needed
  • Custom fields
  • Smart events
  • Smart rules
  • Smart link clicks
  • Smart link fetches
  • Business user type
  • Limited or Full administrative privileges
  • Permissions to the Customization Services or Platform Services application
  • Custom applications, including hosted files
  • Custom packages
  • Custom objects
  • Custom menus
  • Conversion and import maps
  • Email templates
  • Platform Triggers
  • Unique indexes
  • Workflows
  • Document templates

Only full administrators can edit page layouts on standard pages.
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application

Only full administrators can access Platform Services features because only they can change the behavior of Sage Intacct pages.
  • Approving the installation of custom applications with user-defined dimensions (UDDs)
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application
  • Permission to approve installation of custom applications with user-defined dimensions (granted by a different administrator)

We recommend limiting this permission to one or two admin users who control the authorization and installation of applications with UDDs.

The installation of applications with UDDs must be authorized. There might be an associated cost for the company installing the application, UDDs cannot be uninstalled after they are in use, and transaction and report processing times can increase as UDDs are added.

Add a menu to an application

Menus are links in the main application created by default when an object is created. When additional pages have been created for an object, you might want to add menus to the application. Adding menus for these pages makes them accessible to the application user.

  1. Go to Platform Services > Platform tools, then select Add (circle) next to Menus
  2. In Menu name, enter the name of the menu that will be displayed for application users.

    3. To choose the language to use for the label or labels, select Add labels for different languages.

    Prerequisite: Ensure that Enable developer translation tools is on. Go to Company > Setup and select Company to edit this setting.

    A dialog appears to define language labels.

    The language selection only applies to the labels and not to the field data.

    You can select from the following languages:

    • English (Australia)
    • English (United States)
    • English (United Kingdom)
    • English (South Africa)
    • French (France)
    • French (Canada)
    • German (Germany)
    • Spanish (Spain)

    The company’s default language determines the base language from which custom object, custom field, and relationship labels are defined. For example, if UK English is the company's default language, the custom object's base labels default to UK English.

    The user's language preference overrides the company language preference.

    If the user's language preference is not defined in the label, the label defaults to the company language preference.

    Let's say that you:

    • Set UK English as the company's default language.
    • Defined a custom object with a label for German but not for French.

    If you have a user whose language preference is set to German, they see the German label. Users whose language preference is set to French see the label displayed in UK English.

    Custom labels defined for multiple languages appear in all locations within Sage Intacct that single language labels appear.

  3. For Menu type, select Generic, Object, or Report.
    Menu typeDescription

    Custom menus

    		Additional menus you can create on the New Menu page.
    Generic menuGeneric menus allow you to display arbitrary HTML components in a page. You can set the content of the page using the Page Editor. For example, you might want to provide user instructions with your application. You can create a generic menu, go to the associated blank web page, and edit the page in the Page Editor to add content.
    Object menuObject menus allow record navigation and management for a particular object. For instance, you might want a limited version of the object menu that does not show Import and Template options. You can create a new object menu and associate it with the object definition to remove those options.
    Report menu

    Report menus allow you to add navigation to custom reports from within an application. For example, you might have created a report on a custom Collection Activity object. You can add a report menu to list that report under the Collections application menu.

    Interactive reportInteractive report menus allow you to add navigation to interactive detailed analysis of report data in real-time. Like the Report menu option, you can create your report. Then you can add the Interactive report menu to include your report in your application.
    Interactive visual reportInteractive visual report menus allow you to add navigation to create visualizations and projects that provide insights into data trends for your company. Like the other report menu options, you can create a report and make it available via the menu.
    Default menusEssential to accessing and creating object records. Intacct automatically generates menus with the creation of an object. The menus only display for users who have permissions to the object of the menu. Edit these through the application.
    List menu

    Selecting the List menu ([Application] > [Object] > List) displays a list of object records. Intacct displays the default list view for the object.

    New menu

    Selecting the New menu ([Application] > [Object] > New) displays a New record page. Intacct displays the default new record page for the object.

    Import menu

    Selecting the Import menu ([Application] > [Object] > Import) allows users to import a CSV file into an object. For example, let's say that you have a 500-record prospect list in a spreadsheet. You now want to add the list to the Prospects object in your CRM application so your salespeople can use it. Rather than manually entering all those records, you can save the prospect list in a CSV file format. Then, use the Import menu to add it to your Prospects object.

    Template menu

    Selecting the Template menu ([Application] > [Object] > Template) displays available Mail Templates and Document Templates. From these lists, application users with appropriate permissions can add, edit, delete, and clone templates.

  4. If you selected:
    • Generic: select the Menu icon dropdown, then select an icon for this menu.
    • Object: select the Object dropdown, then select the object associated with this menu.
    • Report: select the Report dropdown, then select the custom report associated with this menu. Optionally, you can also select an icon for your report menu too.
  5. In Description, enter an explanation of the purpose of this menu.
  6. Under the Add to applications section, select the application to which you want to add the menu.
  7. Select Save.

Edit the application menu display

You can edit a menu's properties or definition. The properties control the name and description of the menu. The definition lists the menus that exist under the menu such as New, List, Import, or Template. Menus are accessed through the application definition.

Edit the properties of a menu

You can edit the name and description of the menu.

  1. Go to Platform Services > Platform tools > Applications, then select the application associated with the menu.
  2. On the Application Definition page, scroll down to the Selected Menus section, and select Edit next to the menu you want to edit.
  3. On the Menu Properties page, make any necessary changes.
  4. Select Save.

Re-order menu options

You can change the order of the options in a menu.

  1. Go to Platform Services > All > Platform tools > Menus. A list of all menus for all applications appears.
  2. Find and select the menu you want to reorder.
  3. In the Menus section, select Reorder.
  4. Select and highlight a menu option, then use the up and down arrows to change the order of a menu option as needed.
  5. Select Save.

View a list of application menus

Menus are applied to applications and are found on the Application Definition page.

View a list of menus for a specific application

Select an application to view a list of menus in that application.

  1. Go to Platform Services > Platform tools > Applications.
  2. Select the application associated with the menus that you want to view.
  3. Select Menus at the top of the application definition to see the menus associated with the application.

View a list of menus for all applications

You can view menus for all applications.

  1. Go to Platform Services > Platform tools > Menus. A list of all menus for all applications appears.
  2. In the Filter by application dropdown menu, select a specific application name to filter the list by application.

Remove a menu from an application

You do not need to delete a menu to remove it from an application. You can just remove, but leave it in Intacct to be added to another application.

  1. Go to Platform Services > Platform tools > Applications.
  2. Select the application associated with the menu that you want to remove.
  3. In the Selected Menus section, select Remove next to the menu you want to remove.
  4. On the confirmation dialog box, select the checkbox, then select Remove.

Delete an application menu

If a menu is no longer useful, you can delete it.

When you delete a menu, it's deleted from every application in which it’s used. If a menu is included in multiple applications, and you want to delete it from one, remove the menu instead.
  1. Go to Platform Services > Platform tools > Menus. A list of all menus for all applications appears.
  2. Find the menu that you want to delete, then select the Del link.
  3. On the confirmation dialog box, select the Yes checkbox, then select Delete.