FAQs (Intacct)

This happens when you are missing some permissions on your Web Service User. Please refer to the Create Web Service User step inside the Installation Guide.

This occurs when you have entered incorrect information in the previous step of the installation wizard. Ensure that you include the Web Service User information and not the user's native Intacct credentials. Additionally, you must verify that the Web Service User has been created with admin access.

If the account is in Pending status, it means that there have not yet been any transactions processed for this account. You will need to wait until transactions occur on this account before it is marked as Connected.

Bank Feeds allows you to connect multiple accounts to the plugin. Once one bank account is connected to bank feeds, other accounts can be connected simultaneously via a financial institution connection. Please refer to the guide on Multi-Account Bank Feeds Setup.

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.

There could be a few reasons that a bill created inside Intacct does not appear inside the plugin:

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.

The plugin displays 200 bills per page, and you can only combine payments from bills on one page at a time.

This is likely because your Web Service User is missing some permissions. Please ensure it has access to any entities you would like to utilize. This situation should occur only when you add entities after having created the Web Service User earlier.

Yes, please contact your bank and request that they 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.

This is because the multi-currency module has not been enabled. We recommend enabling this module to avoid this error. You may need to contact Sage Support to have it enabled. Please note that you are still able to make payments even if you do not have multi-currencies enabled.

This is because you are missing the Entities permissions for the role/user. Please navigate to Company -> Subscriptions -> Role and add the Entities permissions for View.