Sage Intacct sync: Vendor Invoice Templates for Purchase Order sync
Creating the vendor invoice template as part of the Key CashFlow Purchase Order sync configuration.
Create a vendor invoice template
Purchasing and Order Entry modules must be enabled and checked for the Web Services User.
Enable Advanced Workflow should be enabled Purchasing > Setup > Configuration > Enable functionality > Advanced settings
To create vendor invoice template in Intacct go to Purchasing > Setup > Transaction Definition
Select Add
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In the General Tab:
Under Properties, enter a template name
Under Transaction numbering, set “Numbering Sequence” to Vendor Invoice so document numbers will populate.
Under Accounting, "Accounts Payable" needs to be selected for Transaction Posting.
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On the Posting Configuration tab:
- A debit and credit GL account must be entered for Transaction posting AP account mapping
- A debit and credit GL account must be entered for Transaction posting AP account mapping
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On the Security Tab:
- Select "All" for Edit policy and Delete policy.
- Select "All" for Edit policy and Delete policy.
Things to know
- Custom Package will need to be updated for deletions to sync
- Confirm that if the org has a mix of inventory and services that they use different PO templates names for each workflow
- The Posting Configuration and Security Configuration tabs aren't available when editing the Transaction Definitions if "Enable Advanced Workflow" isn't enabled in Intacct.
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