From e179761ac0fda169e28012b393132d8c0a89f01a Mon Sep 17 00:00:00 2001 From: John Schuster Date: Thu, 21 Nov 2024 16:42:09 -0600 Subject: [PATCH] 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.