Enable Sage Intacct settings for PEX sync

Enable Sage Intacct settings for PEX sync: document numbering, sender ID, web services user, and general ledger.

Step 1: Set up Document Numbering

Ensure document numbering is set up on your Sage account to ensure the transaction receipts port over correctly.

1. Navigate to Applications > Company > Setup tab > Company > General Information tab.

   
2. Click Edit.

3. Ensure the Attachments sequence type is set to “Attachments”, which will automatically create a unique number for each attachment.

   
4. Click Save.

Here is a sample of what the document numbering looks like if this is successful:

Step 2: Add PEX’s Sender ID

1. Navigate to Applications > Company > Setup tab > Company > Security tab.

2. Click Edit.

3. Go to the section labeled “Web Services authorizations”.

   Note:

   You must have Web Services enabled on your account.

4. Click Add.

5. Sender ID = PEX MPP

   Note:

   It is very important to create sender ID exactly as PEX MPP

6. Click Save.

Step 3: Create a Web Service PEX Sync User in Sage Intacct

You must have Web Services enabled in Intacct (Company > Admin tab > Subscriptions).

Create a user at the Root Level (top level) and give it full permissions.

1. Navigate to Company > Company > Admin tab > Web Services users.

   
2. Click Add.

3. Set User ID = pex_connector.

   Note:

   This username indicates a non-billable user and is used ONLY for the integration.

4. Email address: Use the email address of the person managing the PEX account or the sync.

5. User Type: select Business.

6. Admin Privileges: select Full.

   
7. Add Role.

   
8. Click Save.

Once the Web Services PEX user is created, you will receive an email from Sage Intacct containing a temporary password.

Step 4: General Ledger Set Up

1. Navigate to General Ledger > All tab > General Ledger accounts.

   
2. Locate your PEX General Ledger Account (e.g., PEX GL Account).

3. Click Edit.

4. Ensure Normal Balance = Debit.

   
5. Click Save.

User Defined Dimensions

If you want to sync transactions with user defined dimensions, grant the group access to read user defined dimensions go to Company > Admin > Roles > Click “Edit” on the Web Services user > Click “View Subscriptions” > Check a checkbox for “User Defined Dimensions” > Click on “Permissions” for the User Defined Dimensions > Give it read only permissions > Click “Save” a few times.