FAQ (Intacct)

installation & set up i do not see the accounts in the account matching page of the installation wizard this happens when you are missing some permissions on your web service user please refer to the web service user section inside the installation guide i fail to pass the connection step in the installation wizard this happens when you have inputted incorrect information in the previous step of the wizard make sure you include the web service user information, and not the user's native intacct credentials you will also need to make sure that the web service user has been created with admin access bank statements i connected my account to bank feeds, but it is stuck in 'pending' status if the account is in 'pending' status, it means that there have not yet been any transactions pushed for this account you will need to wait until there are transactions on this account before seeing it marked as 'connected' how do i connect more than one account at a time to bank feeds? sage bank feeds allows you to connect multiple accounts to the plugin once one bank account has been connected to bank feeds , other accounts can be connected in one go, via a financial institution connection refer to the section multi account bank feeds setup in the product guides bill payments how long do bills stay on the history page? bills never leave the history page as long as there is a working sync between intacct and the plugin, you should be able to see your paid bills why do my bills not appear inside the plugin? there could be a few reasons that a bill created inside intacct does not appear inside the plugin the bill is not in 'posted' status if you have a bill approval in place, the bill will only show in the plugin once it has been approved the web service user does not have the appropriate permissions please refer to the section inside the plugin setup section the bill is in a specific entity that the web service user does not have access to you may need to grant the web service user access to that specific entity the vendor has been marked as 'don't pay if that is the case, simply uncheck that box why do i see multiple instances of the same bill on the history page? if you pay a bill with partial payments, the same bill will appear multiple times on the history page similarly, if a bill has failed and has been repaid, it will also appear in multiple payments on the history page how many bills load per page? the plugin shows 200 bills per page you are only able to pay one page at a time why do i receive an error 'you do not have the permissions for operation read by query on object of type trxcurrencies'? this is because the multi currency module has not been enabled we recommend enabling this module to not receive this error you may need to contact sage support to enable it please note that you are still able to make payments, even if you do not have multi currencies enabled why do i receive an error 'you do not have the permissions for operation read by query on object of type locationentity'? this is because you are missing the 'entities' permissions on the role/user navigate to role < subscriptions < company and add the 'entities' permissions 'view' why do the bills in a specific entity not show up? this is likely because your web service user is missing some permissions please make sure it has access to any entity you would like to use this should only happen when you add entities after having created the web service user earlier on "for multi entities, can the company name be unique per bank account?" yes contact your bank, and ask them to enter a unique "account holder name" for each bank account using the details you provide if there is an entry in the account details > account holder name field, this name will appear on vendor payments, otherwise it will default to the "account label" (i e , company name) for example, if the umbrella company is acme holdings, the name on the payments would appear as coming from acme north or acme south, etc based on the bank account used for the payment