“How To Guide”: Sort & Search Tables in Sage Intacct

There are occasions where you might find yourself searching through very large tables in Sage Intacct. It might be an AP Bill with a lot of lines or a payroll journal entry that has a lot of detail. Whatever the case may be, Sage Intacct displays the table in the order in which it was entered or imported, which may not be the order you want to see it in at the time. It’s also possible that you’re searching for a specific value and don’t want to sift through a huge entry to find it. What we are going to explore here is a method of sorting by any column heading and search for any value in the table.

First, some things to be aware of:

  • This will rely on loading a third-party, open-source javascript library called Datatables.
  • You will need to change the transaction tables setting in your user preferences to “All” (see below), otherwise, you will only be able to sort the first page of rows.

sort tables

  1. For our demonstration, we are going to set the script up on the journal entry view screen. Although not tested, it should work on any other screen with tables that you want to sort and allow page edits. The first step is to find and view a journal entry. Here is what the vanilla interface looks like:

tables in sage intacct

2. In the upper-right of the page, click on the “More action” drop-down. From there, navigate to “Edit this page” to add the script we need.

3. On the edit page screen, click and drag “New < Script Component >” from the left and drop it onto the “View GL Batch” section. It should look like this:

4. On the right-hand side of the newly added script component, click on “Edit” to open the script editor.

5. Paste the following script into the script editor:

6. Click on “Save” in the script editor and then again on the page editor. You will be directed back to the journal entry screen.

7. Note the addition of a search box and the sorting icons on each column header:

8. Now you can sort by a specific column like credit amount:

9. Or we can filter by a value:

 

That’s all there is to it! The same script should work on any page with a data table, although you may need to change the “#table__obj__ENTRIES” portion of the script depending on the page.

Look for more Sage Intacct “How to Guides” from our staff in our weekly blog posts!