[HOLD for payment 2024-12-12] HelpDot image request for Expensify Classic article for Sage Intacct

[ren-jones]

Please provide the following images in light mode and in .png format. Whoever completes this task will need a connection to Sage Intacct. I do not have access to this connection and therefore do not know how accurate or feasible a couple of these requests are. Please let me know if any of the steps below are inaccurate.

CONNECT TO SAGE INTACCT

Link to resource: https://help.expensify.com/articles/expensify-classic/connections/sage-intacct/Connect-To-Sage-Intacct

Images needed:

• Show how to get to Company > Web Services Users > New.
• Show all of the fields completed as follows (all shown in 1 image if possible):
  • User ID: “xmlgateway_expensify”
  • Last Name and First Name: “Expensify”
  • Email Address: Your shared accounting team email
  • User Type: “Business”
  • Admin Privileges: “Full”
  • Status: “Active”
• Highlight the subscription link for the user. In another image, select the checkbox next to the Application/Module and highlight it. In another image, highlight the Permissions link.
• Show how to get to Company menu > Subscriptions > Time & Expenses. Then in another image, show the toggle switched to subscribe. Then in another image, show the following settings selected (in one image if possible):
  • Ensure that Expense types is checked.
  • Under Auto-numbering sequences set the following:
  • Expense Report: EXP
  • Employee: EMP
  • Duplicate Numbers: Select “Do not allow creation”
• Continuing with the process from the previous image, click the down arrow on the expense report line and highlight Add. Then in another image, show the following settings:
  • Sequence ID: EXP
  • Print Title: EXPENSE REPORT
  • Starting Number: 1
  • Next Number: 2
• Continuing from the previous steps, highlight the Advanced Settings option. Then in another image, show the following:
  • Fixed Number Length: 4
  • Fixed Prefix: EXP
• Continuing from the previous step, under Expense Report approval settings, highlight the Enable expense report approval as being unchecked.
• Show how to navigate to Time & Expenses and click the plus button next to Employees.
• Show how to navigate to Company > Open Setup > Company Setup Checklist > click Import.
• Show how to navigate to Time & Expense, Open Setup, and highlight the plus button next to Expense Types.
• Show how to navigate to Company > Subscriptions > Customization Services.
• In Expensify, go to Settings > Workspaces and highlight the New Workspace button.
• Go to Connections > Sage Intacct > and highlight Connect to Sage Intacct. Then in another image, highlight Select Download Package.
• In Sage Intacct, show how to navigate to Customization Services > Custom Packages > New Package.
• In Sage Intacct, show how to navigate to Platform Services > Custom Packages > New Package.
• Show how to navigate to Company > Company Info > Security. Then in another image, scroll down to Web Services Authorizations and show “expensify” (all lower case) added as a Sender ID.
• In Expensify, go to Settings > Workspaces > [Workspace Name] > Connections > Configure. Click Connect to Sage Intacct and enter the credentials you’ve set for your web services user. Show these completed fields in the image.

CONFIGURE SAGE INTACCT

Link to resource: https://help.expensify.com/articles/expensify-classic/connections/sage-intacct/Configure-Sage-Intacct

Images needed:

• Go to Settings > Workspace > [Workspace name] > Connections and highlight the Configure button next to Sage Intacct.
• In Sage Intacct, show how to navigate to Platform Services > Objects > List. Then in another image, Set “filter by application” to “user-defined dimensions” and highlight it.

Issue Owner

Current Issue Owner: @johncschuster

[melvin-bot]

📣 @ren-jones! 📣
Please report bugs or suggest features in the #expensify-open-source Slack channel, don't directly open issues in this repo!
Instructions here to join the channel 📖

[melvin-bot]

Triggered auto assignment to @dannymcclain (Design), see these Stack Overflow questions for more details.

[maddylewis]

heya @johncschuster -- assigning you as a liaison for assisting design with getting a few Sage Intacct images for the Exfy Classic. i think you handled the Sage Intacct migration from Community to HelpDot so figured i would assign this one to you to assist. tysm!

[johncschuster]

Thanks @maddylewis! Yep! I'll work on this with Danny.

[dannymcclain]

Oops sorry Melvin. Going to get to this soon!

[johncschuster]

I've been bogged down with customer calls these last few days (I have a client with an urgent go-live date of today), which has made it tough to sit down and get screenies from the connection flow. I've scheduled some time on Friday (10/18) to get all the screenshots. @dannymcclain, will that give you enough time to work your magic?

[dannymcclain]

Sure thing—and thank you!

[dannymcclain]

Not overdue Melv. We've got a plan!

[johncschuster]

Notes:
Company Setup Checklist is already complete, or I don't have access to it. I will need to skip that specific screenshot.

[johncschuster]

Ok! our Sage Intacct instance is set up to use User Based permissions, so I followed the flow to connect via User Based permissions and exporting as Expense reports.

[johncschuster]

@dannymcclain, I kinda went ham and have 45 screenshots for you based on the list above.

I'm sure we'll need to sort out which ones are the most valuable, but for now, I'll start by just getting them all to you. What's the best method to transfer all of these?

[dannymcclain]

@johncschuster Probably just a big ol' ZIP file in Slack or Dropbox if you have access to our team's Dropbox account.

[johncschuster]

Awesome! I've just DM'ed you in Slack!

[dannymcclain]

Ok wowee. This is fairly confusing 😅. Might take me a minute to make sense of all these screenshots and the images that have been requested.

[johncschuster]

Would it be easier to hop on a quick sync? I'm happy to walk through it with you!

[johncschuster]

I sent over an invite for tomorrow to chat everything over!

[dannymcclain]

Awesome! Here's what I've got so far: https://www.figma.com/design/xDF4dRQIUDzvoc54NOHcnp/Help-Site-Screenshots?node-id=418-8&node-type=canvas&t=3DoB5CcZAaZD4rR7-11

This might be sufficient, or some might be totally wrong haha. If you have time to take a cruise through them before tomorrow it might help us determine if we need to meet/what to talk about when we do. Appreciate your help!

[johncschuster]

Notes for me on some verbiage change needs:

Standardize on "click the plus button" language in any navigation that calls for it

Step 4.1 Verify the navigation in Sage Intacct matches what is called out in the documentation (no screenshot provided)
Step 4.2 for User Based > Expense reports should be updated to

Go to Company > Time & Expense > Types

[dannymcclain]

OK! Big shout out to John for helping me wrangle and make sense of all these! I've got two zip files of images to share: one is for the Connect article and one is for the Configure article.

All the images have file names that correspond to what step of the article they're showing/related to.

• ExpensifyHelp_Sage_Connect.zip
• ExpensifyHelp_Sage_Configure.zip

[johncschuster]

Sorry for the delay on this! My text edits were all rolled back when the images were uploaded.

I will get the alt text updated today

[johncschuster]

Doing the article's again now.

[johncschuster]

Finally got the docs finished finished.

[johncschuster]

Ah! Neil has a few formatting fixes for me in the PR. I'll work on those this afternoon.

[johncschuster]

I couldn't get to the formatting fixes yesterday. I will slot them in this afternoon.

[johncschuster]

Ok! I've taken Neil's suggestion on how to fix the formatting. We'll see if that resolves it!

[johncschuster]

Ugh, I misunderstood what Neil needed. He needed me to indent one image, and I indented all of the images. I will fix that today.

[johncschuster]

Ok! I fixed the mistaken indented images and asked for a re-review.

[johncschuster]

Bumped the PR for a re-review

[johncschuster]

Waiting on the re-review

[johncschuster]

It's merged! Now we're waiting on the deploy 🙌

[johncschuster]

Deployed to staging! 🎉

[johncschuster]

Waiting on the deploy to prod

[melvin-bot]

Reviewing label has been removed, please complete the "BugZero Checklist".

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.0.71-2 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• [No QA] Update Sage Intacct Connect + Configure docs with images #52730

If no regressions arise, payment will be issued on 2024-12-12. 🎊

[johncschuster]

No payment is required for this one. It was reviewed by internal engineers.