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

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merged 10 commits into from
Dec 3, 2024
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Expand Up @@ -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

Expand Down Expand Up @@ -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**.

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Expand Up @@ -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%"}
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These are the permissions required for a user to export reimbursable expenses as Expense Reports:
- **Administration (All)**
Expand 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”

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![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%"}
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- 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 @@ -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%"}
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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%"}
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4. Select **Download Package** (You only need to download the file; we'll upload it from your Downloads folder later).

Expand All @@ -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%"}
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### Step 9: Enter Credentials and Connect Expensify and Sage Intacct

Expand All @@ -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%"}
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Next, you’ll configure the Export, Coding, and Advanced tabs of the connection configuration in Expensify.

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