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Update Connect-To-Sage-Intacct.md
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johncschuster authored Nov 18, 2024
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Expand Up @@ -53,8 +53,13 @@ Setup the user using these configurations:
- **User Type:** "Business"
- **Admin Privileges:** "Full"
- **Status:** "Active"

![Image of Sage Intacct Web Services User setup]({{site.url}}/assets/images/SageConnectSettingUpWebServicesUser.png){:width="100%"}

Once you've created the user, you'll need to set the correct permissions. To set those, go to the **subscription** link for this user in the user list, **click on the checkbox** next to the Application/Module and then click on the **Permissions** link to modify those.

![Insert alt text for accessibility here]({{site.url}}/assets/images/SageConnectSubscriptionSettings.png){:width="100%"}

These are the permissions required for a user to export reimbursable expenses as Expense Reports:
- **Administration (All)**
- **Company (Read-only)**
Expand All @@ -64,8 +69,7 @@ These are the permissions required for a user to export reimbursable expenses as
- **Projects (Read-only)** (only needed if using Projects and Customers)
- **Accounts Payable (All)** (only needed for exporting non-reimbursable expenses as vendor bills)

**Note:** you can set permissions for each Application/Module by selecting the radio button next to the desired Permission and clicking **Save**.

**Note:** You can set permissions for each Application/Module by selecting the radio button next to the desired Permission and clicking **Save**.

### Step 2: Enable the Time & Expenses Module (Only required if exporting reimbursable expenses as Expense Reports)
The Time & Expenses (T&E) module is often included in your Sage Intacct instance, but if it wasn't part of your initial Sage Intacct setup, you may need to enable it. **Enabling the T&E module is a paid subscription through Sage Intacct. For information on the costs of enabling this module, please contact your Sage Intacct account manager**. It's necessary for our integration and only takes a few minutes to configure.
Expand All @@ -76,6 +80,8 @@ The Time & Expenses (T&E) module is often included in your Sage Intacct instance
- **Expense Report:** EXP
- **Employee:** EMP
- **Duplicate Numbers:** Select “Do not allow creation”

![Image of Sage Intacct Time and Expense Auto-numbering Sequences Settings]({{site.url}}/assets/images/SageConnectTimeandExpenseSequenceNumbers.png){:width="100%"}

- To create the EXP sequence, **click on the down arrow on the expense report line and select **Add**:
- **Sequence ID:** EXP
Expand Down Expand Up @@ -126,8 +132,14 @@ To enable Customization Services go to **Company > Subscriptions > Customization
### Step 6: Create a Test Workspace in Expensify and Download the [Expensify Package](https://www.expensify.com/tools/integrations/downloadPackage)
Creating a test workspace in Expensify allows you to have a sandbox environment for testing before implementing the integration live. If you are already using Expensify, creating a test workspace ensures that your existing group workspace rules and approval workflows remain intact. Here's how to set it up:
1. Go to **expensify.com > Settings > Workspaces > New Workspace**.

![Image of creating a new Workspace in Expensify]({{site.url}}/assets/images/SageConnectCreatingWorkspace.png){:width="100%"}

2. Name the workspace something like "Sage Intacct Test Workspace."
3. Go to **Connections > Sage Intacct > Connect to Sage Intacct**.

![Image of selecting the Sage Intacct integration in Expensify]({{site.url}}/assets/images/SageConnectEnableSage.png){:width="100%"}

4. Select **Download Package** (You only need to download the file; we'll upload it from your Downloads folder later).


Expand All @@ -150,6 +162,7 @@ If you use **Platform Services**:
1. Go to **Company > Company Info > Security** in Intacct and click **Edit**.
2. Scroll down to **Web Services Authorizations** and add "expensify" (all lower case) as a Sender ID.

![Image of Web Services Authorizations in Sage Intacct]({{site.url}}/assets/images/SageConnectWebServicesAuthorizations.png){:width="100%"}

### Step 9: Enter Credentials and Connect Expensify and Sage Intacct

Expand All @@ -158,6 +171,8 @@ If you use **Platform Services**:
2. Click **Connect to Sage Intacct** and enter the credentials you've set for your web services user.
3. Click **Send** once you're done.

![Image of Sage Intacct credentials being entered in Expensify to connect the integration]({{site.url}}/assets/images/SageConnectEnterCredentials.png){:width="100%"}

Next, you’ll configure the Export, Coding, and Advanced tabs of the connection configuration in Expensify.


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