Field descriptions: Sage Intacct Configuration

This pages describes fields for the Sage Intacct configuration page. Fields are listed in alphabetical order.

General tab

Field	Description
Active	Determines if the integration is active or not.
Company ID	The ID used to log in to Sage Intacct.
Endpoint URL	The URL for the financial solution.
ID	The unique ID for the current configuration.
Password ID	The password used to log in to Sage Intacct.
Policy ID	The Sage Intacct parameter required to use as the asynchronous request.
Sender ID	The ID created in Sage Intacct.
User ID	The ID created in Sage Intacct.

Field	Description
Sage DMO audit trail	Determines if the audit trail is on or off.
Info	The tenant for this integration.
Install or update Sage DMO audit trail	Installs or updates the audit trail.

Defaults tab

Field	Description
Chart of accounts	The chart of accounts that is valid for the legislation.
Legislation	The legislation for the country.
Transaction integration level	For multi-entity general accounting (MEGA) structures, you can select Top level or Entity level.

Grid

Column	Description
Country	The country defaults to the country in the Sage Intacct configuration setup. Both solutions need to have the same country.
Sage DMO tax solution	A short description of the tax applied.
Sage Intacct tax solution	The tax solution used in Sage Intacct.
Tax category	A tax category for this integration. See the Tax documentation for details.
Transaction integration level	For multi-entity general accounting (MEGA) structures, you can select Top level or Entity level.

Contact block

This section includes switches that determine how contacts are synchronised.

Field	Description
Contact list category name	ON applies predefined category names to Sage Intacct customer and supplier contacts. OFF is the default value.
Exclude display contact from the contact list	ON selects the Exclude from company contact list in Sage Intacct and prevents a duplicate contact from displaying with the nested primary contact. ON is the default value.
Reset contact list	ON overwrites contacts in Sage Intacct. OFF is the default value.

Communication tab

History grid

You can refresh the grid at any time to see more results.

Column	Description
Context	Data location.
ID	Event ID for the data transfer.
Received	Date it was received or blank if there is an error.
Sent	Date the data was sent or blank if there is an error.
Status	Indicates if the data was transferred successfully or not.

Custom package tab

Smart events to generate grid

Column	Description
Sage Intacct name	Data name in Sage Intacct.
Sage DMO object	Data name in Sage Distribution and Manufacturing Operations.
ID	Object ID.
Synchronisation	Indicates if the data is inbound from, or outbound to Sage Intacct.