Merge pull request #52730 from Expensify/johncschuster-patch-4

[No QA] Update Sage Intacct `Connect` + `Configure` docs with images

docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md

@@ -11,6 +11,8 @@ There are several options for exporting Expensify reports to Sage Intacct. Let's
 
 To access these settings, go to **Settings > Workspace > Group > Connections** and select the **Configure** button.
 
+![Highlighting the Configure button for the Sage Intacct Integration]({{site.url}}/assets/images/SageConfigureIntegrationConfigureButton.png){:width="100%"}
+
 ## Export Options
 
 ### Preferred Exporter
@@ -95,6 +97,8 @@ To find the Integration Name in Sage Intacct:
 1. Go to **Platform Services > Objects > List**
 2. Set "filter by application" to "user-defined dimensions."
 
+![Image of Sage Intacct Objects filtered by User Defined Dimension]({{site.url}}/assets/images/SageConfigureUserDefinedDimensionsFilter.png){:width="100%"}
+
 Now, in Expensify, navigate to **Settings > Workspaces > Group > [Workspace Name] > Connections**, and click **Configure** under Sage Intacct. On the Coding tab, enable the toggle next to User Defined Dimensions. Enter the "Integration name" and choose whether to import it into Expensify as an expense-level Tag or as a Report Field, then click **Save**.
 
 You'll now see the values for your custom segment available under Tags settings or Report Fields settings in Expensify.

docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md

@@ -5,7 +5,7 @@ order: 1
 ---
 # Overview
 
-Expensify’s seamless integration with Sage Intacct allows you to connect using either Role-based permissions or User-based permissions. 
+Expensify’s seamless integration with Sage Intacct allows you to connect using either Role-based permissions or User-based permissions.
 
 Once connected to Intacct you’re able to automate report exports, customize your coding preferences, and utilize Sage Intacct’s advanced features. When you’ve configured these settings in Expensify correctly, you can use the integration's settings to automate many tasks, streamlining your workflow for increased efficiency.
 
@@ -53,7 +53,12 @@ Setup the user using these configurations:
    - **User Type:** "Business"
    - **Admin Privileges:** "Full"
    - **Status:** "Active"
-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. 
+
+![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.
+
+![Image showing the Application/Module checkbox to click]({{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)**
@@ -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.
@@ -76,7 +80,9 @@ 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
        - **Print Title:** EXPENSE REPORT
@@ -99,7 +105,7 @@ To set up Employees in Sage Intacct, follow these steps:
    - **Primary contact name**
    - **Email address**
      - In the **Primary contact name** field, click the dropdown arrow.
-     - Select the employee if they've already been created. 
+     - Select the employee if they've already been created.
      - Otherwise, click **+ Add** to create a new employee.
      - Fill in their **Primary Email Address** along with any other required information.
 
@@ -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).
 
 
@@ -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
 
@@ -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.