Intacct
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Configuration
Supporting Multiple Entities (Intacct)
the sage intacct integration supports multiple entities pages within the integration behave similarly to the native pages of sage intacct, with respect to presentation of bills, vendors, and bank accounts this is available for plugin versions 2021 4 and above key updates bills presented in the plugin will be reflective of the entity level the user is currently viewing for example, bills selectable for payment at the top level will only be bills that can be paid at the top level through the traditional pay bills page in sage intacct at the entity level, you will only be able to select bank accounts eligible for payment within that entity for example, when making payments in entity a, you will not be able to select bank accounts owned by entity b limitation at the top level, the confirmation page, when submitting payments, may present all linked bank accounts, irrespective of the entity they belong to if an entity owned bank account is selected for payments, the payments will immediately fail, and the bills will automatically be reopened and available for repayment intacct does not allow the use of an entity level bank account to write payments at the top level please confirm that when making payments from the top level, an appropriate top level bank account is selected as the source account