Set Up Sage Intacct for Auditoria

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To use Auditoria with your Sage Intacct ERP, the Sage Intacct Administrator should complete the following steps and set up your permissions. 

  1. Log in to Sage Intacct with an Administrator account.
  2. Select Company > Subscriptions (or Company > Admin > Subscriptions) and enable the Web Services subscription.
  3. Select Company > Company Info. Make a note of the Company ID to use when connecting to Auditoria.
  4. Select the Security tab.
  5. Click Edit.
  6. Under Web Services Authorizations, click the plus sign (+) in the top-right corner.
  7. Enter the Sender ID, AuditoriaaiMPP.
  8. Make sure the status is Active.
  9. Click Save.

 

Set Up Sage Intacct Permissions

The Sage Intacct Administrator must create a Role in Sage Intacct and provide the Permissions listed below for that role. Auditoria requires a minimum of permissions to be set to enable Auditoria SmartFlows.

Note: If your Sage Intacct setup is based on USER, then add the listed permissions directly to the user created in Step 2 below.

After the permissions have been set up in Sage Intacct, complete the following steps

  1. Go to Apps > Company > Admin > +Users.
  2. Select the User created in Step 1 and add the Role created in the Roles Information tab.

     

    role.jpg

     

  3. Make a note of the User ID and Password. You will need this information to connect Sage Intacct to Auditoria.
  4. Make a note of the User ID and Password to use in the next step. You will need
  5. Use the Company ID, User ID, and Password to connect Sage Intacct to Auditoria. 

 

Sage Intacct Permissions Table

    • Accounts Payable  
      • Manual Payment - List and View
      • Vendors - List, View, Add, Edit, Delete, and Bank Details
      • Bills - List, View, Add, Edit, Post
      • Payment Requests - List and View
      • Posted Payments - List and View
    • Accounts Receivable 
      • Manage Payments - List and View
      • Customers - List, View, Add, Edit, and Delete
      • Invoices - List, View, Add, and Edit
      • Posted Payments - List and View
      • Posted Advances - List and View
      • Receive Advances - List, View, Reverse
    • Company 
      • Entities - List and View
      • Attachments - List and View
      • Class - List and View
      • Departments - List and View
      • Locations - List and View
    • General Ledger 
      • Accounts - List and View 
      • Journal Entries - List, View, Add, Edit, Delete, and Reverse
    • Purchasing
      • Purchasing Transactions - List and View
      •  

Sage_Permissions_3-25-22.jpg

 

  • Note:

    Any invoice record flowing into Auditoria must have an Invoice ID, which is a mandatory field for tthe integration. The unavailability of an Invoice ID may lead to data loss and cause issues in the data synchronization.