Integration Guide for Sage Intacct

Intacct Setup for Invoice Bright

Intacct syncing requires explicit permissions to be enabled by your Intacct administrator. You will have to provide the username and password to Invoice Bright to use as access. We recommend creating a user account exclusively for Invoice Bright so that you may control access separately from any other users.

1. Go to Company > Admin > Web Services Users > Add

You should use an email address to which you have access. Intacct will email the password to that account.

2. Click Company > Admin > Roles > Add

3. From the list of Roles, click Subscriptions on the Invoice Bright role. Add Administration, Company, Accounts Payable, and Accounts Receivable.

For each subscription click, Permissions. Invoice Bright performs read-only operations, and as such only requires the default Read Only permissions. You can select the Read-only radio button to pre-select the appropriate permissions.

NOTE: in order for Intacct to allow read-only access to contacts and payments, you must add the following additional permissions.

Accounts Receivable
Customers: add the Add and Edit permissions
Manage Payments: add the List and View permissions

Accounts Payable
Vendors: add the Add and Edit permissions
Approve Payments: add the List permission
Payment Requests: add the List and View permissions

See below for specific permissions.