AP purchase invoices - List/View/Add/Post.Vendor types (or Supplier types) - List/View.Vendor invoices (or AP purchase invoices) - List/View/Add.Assign the following permissions and S ave: Step 4: Locate the Accounts Payable module and click P ermissions. Enable all permissions for this role and click Save. Step 3: Find the Emburse - Certify module and click Permissions. Intacct will then take you to the subscriptions for the role. Click Add to add a new role with the details below Step 1: Select Company, then select the Admin tab and finally select Roles. Please Note: If your Intacct environment does not use roles, you will need to set these permissions directly against the web service user that you will create. This role will be used to set the permissions for the web service user that will be used by the connector. Roles must be created for the web service user, starting with the Certify Integration role. This may take a few moments to update.Ĭreating Roles - Certify Integration Role If you do not see Certify listed as a Sender ID, click Add and enter the following:Ĭlick Save and then Save again to update the company record. Scroll to the Web Services Authorization section.
To grant Emburse Certify access to the company, select Company and then select Setup. Select the Security tab and click Edit. Permissions must be set up in Intacct for the integration. Please Note: You can obtain the required XML package from your Certify representative. Then, click Install From XML and select the provided package to upload. Log into Intacct as a user that has permission to install a platform application and select Platform Services. Install the Platform Services Application Both the key and secret will be needed when registering the connector. Step 3: Generate a Certify API Key and Secret. This prevents expense reports from being processed with a past posting date. Step 2: R each out to a Certify representative to enable the Disable Earlier Processing Date feature for your account. The amount of calls to the Intacct API will depend upon the volume of data that needs to be sent in and out of Intacct and you need to ensure that you have the correct Intacct Level of Service to meet your volume needs for the Emburse Certify Connector and any other integrations that use Intacct web services. Please Note: The Connector will use Intacct web services to read and write data to and from Intacct. Step 1: Enable the following services inside your Intacct platform This article shows Certify Administrators how to install and assign permissions within the Sage Intacct Connector. Additionally, there is a cloud hosted service that connects to both Intacct and Certify to synchronize data. The Intacct Connector for Emburse Certify is deployed as a Platform Services application and includes screens and objects to allow you to configure the integration within your Intacct environment.
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