From f6c6afc113c216e32b0a83ee5929ceb605eb09a5 Mon Sep 17 00:00:00 2001 From: John Schuster Date: Mon, 18 Nov 2024 16:45:21 -0600 Subject: [PATCH 01/10] Update Configure-Sage-Intacct.md https://github.com/Expensify/App/issues/50430 --- .../connections/sage-intacct/Configure-Sage-Intacct.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md index 1f0be2f4571a..094071634e24 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md @@ -1,4 +1,4 @@ ---- +**--- title: Configure Sage Intacct description: Configure Sage Intacct's export, coding, and advanced settings. --- @@ -151,3 +151,4 @@ If a report has been exported to Intacct and marked as paid in Intacct, we'll au If a report has not been exported to Intacct, it will not be exported to Intacct automatically. {% include faq-end.md %} +** From f19ab25853e6933ed557a60247fcaa2834c09679 Mon Sep 17 00:00:00 2001 From: John Schuster Date: Mon, 18 Nov 2024 16:49:05 -0600 Subject: [PATCH 02/10] Update Sage Intacct Connect and Configure docs with images and alt text https://github.com/Expensify/App/issues/50430 --- .../connections/sage-intacct/Configure-Sage-Intacct.md | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md index 094071634e24..1f0be2f4571a 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md @@ -1,4 +1,4 @@ -**--- +--- title: Configure Sage Intacct description: Configure Sage Intacct's export, coding, and advanced settings. --- @@ -151,4 +151,3 @@ If a report has been exported to Intacct and marked as paid in Intacct, we'll au If a report has not been exported to Intacct, it will not be exported to Intacct automatically. {% include faq-end.md %} -** From 936b87aba7dbc910f2498c6862c2e6375ad4380e Mon Sep 17 00:00:00 2001 From: John Schuster Date: Mon, 18 Nov 2024 16:49:37 -0600 Subject: [PATCH 03/10] Update Connect-To-Sage-Intacct.md --- .../sage-intacct/Connect-To-Sage-Intacct.md | 19 +++++++++++++++++-- 1 file changed, 17 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md index 76851a35ce4c..a4392a45dc20 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md @@ -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)** @@ -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. @@ -76,6 +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 @@ -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. From 224a164caba013e604cab92210b7fd63a3c1d6cb Mon Sep 17 00:00:00 2001 From: John Schuster Date: Mon, 18 Nov 2024 16:52:33 -0600 Subject: [PATCH 04/10] Update Connect-To-Sage-Intacct.md --- .../connections/sage-intacct/Connect-To-Sage-Intacct.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md index a4392a45dc20..fb340ad4b77f 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md @@ -58,7 +58,7 @@ Setup the user using these configurations: 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%"} +![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)** From b09438cd668327f2bae747ff62f70d7b762e3e22 Mon Sep 17 00:00:00 2001 From: John Schuster Date: Mon, 18 Nov 2024 16:53:54 -0600 Subject: [PATCH 05/10] Update Configure-Sage-Intacct.md --- .../connections/sage-intacct/Configure-Sage-Intacct.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md index 1f0be2f4571a..0c9e6c87f9ab 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md +++ b/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. From e179761ac0fda169e28012b393132d8c0a89f01a Mon Sep 17 00:00:00 2001 From: John Schuster Date: Thu, 21 Nov 2024 16:42:09 -0600 Subject: [PATCH 06/10] Update Connect-To-Sage-Intacct.md adding 8 spaces to the images to see if that fixes the formatting --- .../sage-intacct/Connect-To-Sage-Intacct.md | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md index fb340ad4b77f..53081563c7af 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md @@ -54,11 +54,11 @@ Setup the user using these configurations: - **Admin Privileges:** "Full" - **Status:** "Active" -![Image of Sage Intacct Web Services User setup]({{site.url}}/assets/images/SageConnectSettingUpWebServicesUser.png){:width="100%"} + ![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%"} + ![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)** @@ -81,7 +81,7 @@ The Time & Expenses (T&E) module is often included in your Sage Intacct instance - **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%"} + ![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 @@ -133,12 +133,12 @@ To enable Customization Services go to **Company > Subscriptions > Customization 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%"} + ![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%"} + ![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). @@ -162,7 +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%"} + ![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 @@ -171,7 +171,7 @@ 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%"} + ![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. From 7ce21d0f47909d07ef928cb45b1bb3fb61555ad2 Mon Sep 17 00:00:00 2001 From: John Schuster Date: Thu, 21 Nov 2024 16:43:50 -0600 Subject: [PATCH 07/10] Update Configure-Sage-Intacct.md adding 8 spaces to fix the rendering of the ordered list --- .../connections/sage-intacct/Configure-Sage-Intacct.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md index 0c9e6c87f9ab..25a6ecabd6bd 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md @@ -11,7 +11,7 @@ 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%"} + ![Highlighting the Configure button for the Sage Intacct Integration]({{site.url}}/assets/images/SageConfigureIntegrationConfigureButton.png){:width="100%"} ## Export Options @@ -97,7 +97,7 @@ 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%"} + ![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**. From 1817418cd97999b069a805b10d8cfad1a83dc408 Mon Sep 17 00:00:00 2001 From: John Schuster Date: Mon, 25 Nov 2024 17:15:56 -0600 Subject: [PATCH 08/10] Update Configure-Sage-Intacct.md Fixing the broken indent --- .../connections/sage-intacct/Configure-Sage-Intacct.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md index 25a6ecabd6bd..0c9e6c87f9ab 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct.md @@ -11,7 +11,7 @@ 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%"} +![Highlighting the Configure button for the Sage Intacct Integration]({{site.url}}/assets/images/SageConfigureIntegrationConfigureButton.png){:width="100%"} ## Export Options @@ -97,7 +97,7 @@ 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%"} +![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**. From fb95e1bad7a65f0c5aa0a716b7139fd04b843b4d Mon Sep 17 00:00:00 2001 From: John Schuster Date: Mon, 25 Nov 2024 17:16:31 -0600 Subject: [PATCH 09/10] Update Connect-To-Sage-Intacct.md Fixing the broken indents --- .../sage-intacct/Connect-To-Sage-Intacct.md | 12 ++++++------ 1 file changed, 6 insertions(+), 6 deletions(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md index 53081563c7af..24f5d55fed80 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md +++ b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md @@ -54,11 +54,11 @@ Setup the user using these configurations: - **Admin Privileges:** "Full" - **Status:** "Active" - ![Image of Sage Intacct Web Services User setup]({{site.url}}/assets/images/SageConnectSettingUpWebServicesUser.png){:width="100%"} +![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%"} +![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)** @@ -133,12 +133,12 @@ To enable Customization Services go to **Company > Subscriptions > Customization 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%"} +![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%"} +![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). @@ -162,7 +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%"} +![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 @@ -171,7 +171,7 @@ 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%"} +![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. From 1542438f21d71b94a878f037609fd90eb2e6901d Mon Sep 17 00:00:00 2001 From: neil-marcellini Date: Tue, 3 Dec 2024 10:19:40 -0800 Subject: [PATCH 10/10] Fix numbering with images and style --- .../sage-intacct/Connect-To-Sage-Intacct.md | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md b/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md index 24f5d55fed80..a01464cd0740 100644 --- a/docs/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct.md +++ b/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. @@ -56,7 +56,7 @@ Setup the user using these configurations: ![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. +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%"} @@ -80,9 +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 @@ -105,7 +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. @@ -133,12 +133,12 @@ To enable Customization Services go to **Company > Subscriptions > Customization 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%"} + ![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%"} + ![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).