This article explains how Alvys exports customer invoices (AR) and vendor bills (AP) to Sage Intacct, how records are matched and created in Sage, how transactions are modified or corrected after export, and how to handle common export scenarios.
⚠️ Before you begin: Make sure you have completed the setup wizard and configured your account mappings, dimensions, and custom fields as described in the previous articles in this series.
Sync Controls
The integration provides two (2) levels of sync control that must both be enabled for transactions to flow to Sage Intacct.
Master Sync Toggle
At the top of the integration settings page, the Sync Active / Sync Paused toggle controls the overall integration. When paused, no transactions are exported to Sage Intacct. Neither AR invoices nor AP bills will flow, regardless of their individual sync settings.
The integration status badge next to the toggle displays one of three (3) states:
Active (green): Sync is running.
Paused (gray): Sync is disabled.
Not Set Up (orange): The setup wizard has not been completed.
AR and AP Sync Toggles
Within the integration settings, the Accounts Receivable and Accounts Payable sections each have their own independent sync toggle, located in the accordion header of their respective sections.
Both the master sync and the individual section sync must be enabled for transactions to flow. For example:
Master sync on, AR sync on, AP sync off: Only customer invoices are exported. Vendor bills are not.
Master sync on, AR sync off, AP sync on: Only vendor bills are exported. Customer invoices are not.
Master sync off: Nothing is exported, regardless of the AR or AP toggle states.
💡 If you attempt to disable the last remaining active sync (for example, turning off AR sync when AP sync is already off), Alvys will prompt you to use the master sync toggle instead. This ensures you always have a single, clear control for fully pausing the integration.
Subsidiary Determination for Transaction Exports
When a transaction is exported from Alvys to Sage Intacct, Alvys must determine which subsidiary's integration should handle the export. This determines which Sage entity receives the transaction, which GL accounts are used, and which dimension and custom field mappings apply.
Customer Invoices and the Invoice As Field
Customer invoices are exported to Sage based on the subsidiary specified in the Invoice As field on the load. The Invoice As field determines which Alvys subsidiary "owns" the revenue for that load, and therefore which Sage integration handles the invoice export.
If the Invoice As subsidiary has an active Sage Intacct integration with AR sync enabled, the invoice is exported to that subsidiary's connected Sage entity. If the Invoice As subsidiary does not have an active integration, the invoice is not exported.
💡 You can verify which subsidiary a load will invoice under by checking the Invoice As field on the load detail page. This field is set when the load is created and can be changed before the invoice is exported.
Carrier Bills and the Tender As Field
Carrier bills are exported based on the Tender As field on the load. The Tender As field determines which subsidiary is responsible for paying the carrier, and therefore which Sage integration handles the bill export.
Dual Authority Carriers
For carriers operating with dual authority, the operational mode is automatically determined based on the Tender As subsidiary. Users can manually change the operational mode to Carrier or Broker, which may affect how bills are categorized and exported to Sage Intacct
Driver Bills and the Driver Subsidiary Field
Every driver in Alvys is assigned to a subsidiary, which represents the business unit that driver belongs to. When a driver statement is generated, the resulting vendor bill is sent to Sage Intacct based on the driver's subsidiary, not the subsidiary used to invoice or tender the load.
Customer Matching, Creation, and Accounting Fields
Before Alvys can export an invoice to Sage Intacct, it must find or create the corresponding customer record in Sage. This section explains how Alvys matches customers and brokers to Sage records, what happens when no match is found, and which fields from the customer profile in Alvys are used during that process.
Customer External Accounting ID (Primary match)
The External Accounting ID on the customer or broker profile in Alvys is the primary field used to identify the corresponding customer in Sage Intacct. When an invoice is exported, Alvys searches Sage for a customer whose ID matches this value. If a match is found, the invoice is linked to that customer.
If the External Accounting ID is set but no matching customer exists in Sage and auto-creation is disabled, the export fails with an error asking you to either correct the ID in Alvys or enable auto-creation.
Name matching fallback
If no External Accounting ID is set and Name Matching Fallback is enabled in your AR settings, Alvys searches Sage by the customer's External Accounting Name (or company name if no External Accounting Name is set). If exactly one match is found, Alvys uses that record. If multiple customers in Sage share the same name, the export fails with an error. To resolve this, set the External Accounting ID on the customer profile so the system can identify the correct record.
⚠️ When an External Accounting ID is provided, Alvys does not fall back to name matching, even if the ID is not found in Sage. This ensures precise matching and prevents accidental linkage to the wrong customer. If the ID is incorrect, correct it on the customer profile in Alvys.
Auto-creation
When no match is found by either method (Primary Id or Name Matching):
If Auto Create Customer is enabled, Alvys creates a new customer in Sage using the External Accounting Name (or Customer name if not set), contact information, invoicing address, and payment terms from the customer profile. If disabled, the export fails with an error stating that no matching customer was found.
External Accounting Name vs. Invoicing Name
The Invoicing Name (previously called Billing Name) controls how the customer or broker appears on invoices generated within Alvys. It does not affect the customer record in Sage Intacct and is not used during invoice exports. The customer’s External Accounting Name is used to identify a customer or broker in Sage Intacct. The customer name sent to Sage is determined by the External Accounting Name, or if that is not set, the company name on the customer profile.
Customer/Broker Payment Terms
The Payment Terms field on the customer profile defines how many days a customer has to pay an invoice, calculated from the invoice date. When an invoice is exported, Alvys sends the corresponding payment term (for example, "Net 25") to Sage Intacct. If that term does not exist in your Sage environment, Alvys retries using Net 30 as a fallback. If Net 30 also does not exist, the export fails.
Make sure the payment terms you use in Alvys have matching entries in Sage Intacct. Common terms such as Net 15, Net 30, Net 60, and Net 90 are typically set up by default in Sage.
Setting Up AR Payment Terms in Sage Intacct
To add or verify payment terms in Sage Intacct:
Go to Accounts Receivable → Setup → More and click Add next to Terms.
Enter a name that matches what Alvys will send (for example, Net 30), and add a description.
Set the due date calculation by entering the number of days in the Day field and selecting AR sales invoice or AP purchase invoice date from the dropdown.
Click Save.
Carrier and Vendor Matching, Creation, and Accounting Fields
Before Alvys can export a bill to Sage Intacct, it must find or create the corresponding vendor record in Sage. This section explains how Alvys matches carriers, drivers, and factoring companies to Sage vendor records, what happens when no match is found, and which fields from the carrier and driver profiles in Alvys are used during that process.
External Accounting ID (primary match)
The External Accounting ID on the carrier or driver profile is the primary identifier used to locate the corresponding vendor in Sage Intacct. When set, Alvys searches Sage for a vendor whose ID matches this value. If a match is found, the bill is linked to that vendor.
💡 If no External Accounting ID is set and Name Matching Fallback is enabled in your AP settings, Alvys searches Sage using the carrier's External Accounting Name (or company name if not set). If multiple vendors share the same name, the export fails. Set the External Accounting ID on the carrier profile to resolve this.
Carrier link strategy
The “Link existing carriers by” setting in your AP configuration provides an additional matching strategy. When configured, Alvys can use the carrier's External Id, MC number or DOT number to look up a matching vendor in Sage before falling back to name matching.
Name matching fallback
If no match has been found and Name Matching Fallback is enabled in your AP settings, Alvys searches Sage by the carrier's External Accounting Name (or carrier name if not set). If exactly one match is found, Alvys uses that record. If multiple vendors share the same name, the export fails with an error asking you to set the External Accounting ID on the carrier profile.
The External Accounting Name takes priority. If it differs from an existing Sage vendor name, even if the carrier name in Alvys matches, Alvys will create a new vendor using the External Accounting Name.
Auto-creation
When no match is found by either method (Primary Id or Name Matching):
If Auto Create Vendor is enabled, Alvys creates a new vendor in Sage using the External Accounting Name (or carrier/driver name if not set), contact information, address, and payment terms. If Auto Create Vendor is disabled, the export fails with an error stating that no matching vendor was found.
Driver Name and 1099 Tax Details
Drivers, including company drivers and owner-operators, may operate as 1099 independent contractors. These drivers have additional tax fields on their profiles, including Tax Company Name, Tax Company Address, and Tax Identification Number.
When a driver statement is exported as a bill, Alvys determines which information to use for the vendor record:
If the driver is classified as a 1099 contractor and has a Tax Company Name on file, Alvys uses the 1099 tax company information (name, tax ID, address, email, and phone) to create the vendor. The tax company name becomes the vendor name in Sage.
If the driver does not have 1099 tax information configured, Alvys uses the driver's own name and contact details for the vendor record.
Carrier Payment Terms
When exporting a bill, Alvys resolves the carrier's payment terms in the following order:
If the carrier has a factoring company with payment terms configured, those terms are used.
If no factoring terms apply, the carrier's own payment terms (Terms in Days) are used.
If the carrier does not have Terms in Days set, Alvys uses the default payment terms configured for that payment type in your company subsidiary settings.
If none of the above are set, Alvys defaults to 30 days.
Setting Up AP Payment Terms in Sage Intacct
To avoid export failures, create the necessary payment terms in Sage Intacct before exporting bills.
In Sage Intacct, go to Accounts Payable, then Setup → More and click Add next to Terms.
Set the Name to match the format Alvys sends (for example, "Net 30", "Net 45", "Net 60").
💡 At minimum, create a "Net 30" payment term. This is the fallback Alvys uses when a carrier's specific term does not exist in Sage.
Set the due date calculation to the corresponding number of days.
Save the payment term.
Carrier Factoring Companies
When an external carrier has a factoring company set as their payment method, Alvys handles the factoring company setup in Sage Intacct as part of vendor creation.
This only applies when the carrier's vendor record does not already exist in Sage Intacct. If Alvys finds an existing vendor (matched by Sage ID, MC/DOT number, or name), it updates that vendor rather than creating a new one.
The Create Factoring Companies As setting in your Accounts Payable configuration controls how the factoring company is represented in Sage Intacct:
Contact: The factoring company is added as a Pay To contact on the carrier's vendor record. No separate vendor is created.
Vendor: The factoring company is created as its own vendor record in Sage Intacct.
Exporting Customer Invoices
This section provides an overview of the areas within Alvys from which customer invoices are exported and the key validations required to ensure a successful sync to Sage Intacct.
Individual Load Invoices Export
Prerequisites
Before generating the invoice, confirm the following:
The correct customer is assigned to the load.
The Invoice As field on the load is set to a subsidiary with an active Sage Intacct integration and AR sync enabled.
The load is in Released status. Loads in earlier statuses (Queued, Dispatched, In Transit) cannot be invoiced.
The customer has an External Accounting ID set on their profile (recommended), or the External Accounting Name or company name matches a customer record in Sage Intacct.
The customer's Payment Terms exist in your Sage environment (for example, Net 30).
Step-by-Step: Generate an Individual Invoice
Navigate to the load you want to invoice by searching for the load number or selecting it from the load board.
On the Load Details page, verify the load status is Released.
Review the charges on the load to confirm they are correct.
Click the Generate Invoice button below the Money Box.
The load status changes from Released to Queued.
The invoice is automatically queued for export to Sage Intacct. No additional action is required to trigger the export.
After Export
The invoice appears in Sage Intacct under Accounts Receivable → Transactions → AR Invoices.
If auto-post is enabled in your AR settings (Autopost Invoices”), the invoice is posted automatically. Otherwise, it appears as a draft in Sage.
⚠️ If the export fails, the transaction appears on the Accounting → Error Transactions page in Alvys. Review the error message, correct the issue and retry the sync.
The PO Number Mapping setting in your AR configuration controls which value appears in the PO Number / Reference Number field on exported invoices. It can use either the load's order number (default) or the load's PO number.
Batch Invoice Export
The Invoicing page in Alvys is located under Accounting > Invoice in the left navigation menu.
This page allows users to create invoices for multiple loads across one or more customers simultaneously. Each selected load is processed as an individual AR invoice, and exporting to Sage Intacct is triggered automatically when the invoices are generated. This approach enables faster and more efficient invoicing while ensuring accurate transaction records for each load.
From the Released tab, select the loads for which you want to generate invoices. Ensure that the customer being invoiced is correct. If an External Accounting Name is configured, it must match the corresponding customer record in Sage Intacct. If no External Accounting Name is configured, the standard customer or broker name must match the customer record.
Additionally, the Invoice As subsidiary on each load must be correctly configured, as this determines which specific Sage Intacct entity receives the transaction data. After verifying these details, invoices can be generated using the Generate Invoice option, which creates the invoices and exports them to Sage Intacct. Alternatively, the “Create and Send” option generates the invoices, exports them to Sage Intacct, and sends them to the customer according to the invoicing method configured for that customer.
Once exported, the AR invoices are recorded in Sage Intacct under the corresponding customer and can be located in Accounts Receivable > AR Invoices.
💡 If the invoice was not exported due to an error, the issue can be reviewed on the Error Transactions page (Accounting > Error Transactions). Additional information about the Error Transactions page and how to interpret error details is provided in the error resolution documentation.
Summary Invoice Export
Summary invoicing consolidates multiple loads for a customer into a single invoice. The Summary Invoicing page can be accessed from Accounting > Summary Invoicing. For more information on configuring customers for summary invoicing, see the Summary Invoicing help center article.
Prerequisites
The customer's Invoice Type must be set to Summary on their customer profile. Customers set to individual invoicing will not appear in the Summary Invoicing module.
The loads to be included must be in Released or TONU status.
The customer must have an External Accounting ID or matching name in Sage Intacct.
Step-by-Step: Generate a Summary Invoice
Navigate to Accounting → Summary Invoicing from the main navigation menu.
Select a customer from the left panel. The right panel populates with all available loads for that customer in Released or TONU status.
Review the loads in the right panel. Check or uncheck individual loads to include or exclude them from the invoice.
Choose one of two options:
Create a Draft: Generates a draft summary invoice that you can review before finalizing. The draft appears under the Drafts tab in the Previous Invoices section.
Generate Invoice: Generates and finalizes the summary invoice immediately.
If you created a draft, navigate to the Drafts tab, review the invoice, and click Generate Invoice.
Once generated, the included loads change status from Released to Queued.
After Export
The summary invoice appears in Sage Intacct as a single AR invoice with each load's charges as separate line items.
Carrier Bill Export from Load Invoicing
When you generate a customer invoice for a load that has an external carrier assigned, the carrier's AP bill may also be exported at the same time. The behavior depends on two settings in your AP configuration: Export Carrier Statements and Send Carrier Invoice Upon Upload.
How the Settings Work Together
When both settings are off, the carrier bill exports automatically when the customer invoice is generated. No carrier invoice document is required.
When Send Carrier Invoice Upon Upload is on but Export Carrier Statements is off, the carrier bill exports automatically as soon as a carrier invoice document is uploaded to the trip. The customer invoice does not need to be generated first.
When Export Carrier Statements is on, carrier bills do not export from load invoicing regardless of the Send Carrier Invoice Upon Upload setting. Carrier bills are managed exclusively through the Carrier Settlements module.
Step by Step: Carrier Bill Export via Load Invoicing (When Applicable)
Navigate to the Load Details page for a Released load with an external carrier.
If your settings require a carrier invoice document, go to the trip level details for the carrier's trip, upload the carrier's invoice document, and enter the carrier invoice number when prompted.
If your configuration triggers carrier bill export at this point (see above), the AP bill is automatically queued for export to Sage Intacct.
After Export
The carrier's AP bill appears in Sage Intacct under Accounts Payable > Bills. The carrier invoice number inputted during submission is used as the sage intacct reference number field and also included in the memo field.
If auto post is enabled (Autopost Bills), the bill is posted automatically. Otherwise, it remains in draft state or submitted state (if bill approval is enabled in sage intacct). If the export fails, the error appears on the Accounting > Error Transactions page in Alvys.
💡 If your team prefers to review and batch carrier payments before exporting, enable Export Carrier Statements and use the Carrier Settlements module instead. This gives you a consolidated view and lets you generate a single AP bill per carrier with multiple trips as line items.
Exporting Carrier Bills: Carrier Settlements Module
The Carrier Settlements module provides a centralized view for managing carrier payments and exporting AP bills. Instead of exporting one bill per trip from the load, this module consolidates multiple trips into a single AP bill per carrier statement.
Prerequisites:
Export Carrier Statements must be enabled in your AP settings (Settings → Connections → Sage Intacct → Accounts Payable section).
The carrier must have an External Accounting ID or matching name in Sage Intacct.
Trips must have reached a billable status.
Step-by-Step: Generate and Export a Carrier Statement
From the main navigation menu, go to Accounting → Carrier Settlements.
On the Carrier Settlements home page, click on a carrier's name to view their pending trips.
Review the list of trips available for settlement. Each row shows trip details, amounts, and status.
Select the trips you want to include in the statement by checking the boxes next to each trip then select the Approve Selected Trips button.
Click Generate Statement to create the carrier settlement.
The system generates a single AP bill in Sage Intacct with each selected trip as a line item. Select the statement to view the statement details, the accounting sync status will be displayed.
Handling Export Errors
If an export fails, the error details are displayed within the Carrier Settlements module, not on the Error Transactions page.
To resolve an error:
In the Statements tab Click on the Failed statement to view the statement details
Select the View Details button for the accounting sync to view the error details
Correct the issue (for example, create the missing vendor in Sage, fix the External Accounting ID on the carrier profile).
Retry the export from within the Carrier Settlements module.
⚠️ Carrier settlement errors cannot be retried from the Accounting → Error Transactions page. All corrections and retries for carrier settlements must be done within the Carrier Settlements module itself.
Exporting Driver Bills
Driver statements generate AP bills in Sage Intacct for driver compensation. Driver bill export always operates in single bill mode. All trips, deductions, and credits included in a driver statement are consolidated into a single AP bill.
Driver Filtering Settings
Two (2) settings in your AP configuration control which driver bills are exported:
Include Driver Bills: Master toggle for all driver bill export. When disabled, no driver statements are exported to Sage, regardless of other settings.
1099 Drivers Only: When enabled, only statements for drivers classified as 1099 independent contractors are exported. Statements for W2 employee drivers are excluded.
These settings are found in Settings → Connections → Sage Intacct → Accounts Payable section.
Driver Settlements Module
The Driver Settlements module is the modern workflow for managing driver payments. It provides a more structured process with draft statements, predefined pay periods, approval workflows, and bulk actions.
Step-by-Step: Generate a Driver Statement
From the main navigation menu, go to Accounting → Driver Settlements.
On the Open tab, click on a driver's name to view their pending transactions.
Review the list of available transactions (trips, deductions, credits, reimbursements).
Select the items you want to include in this statement by checking the boxes next to each transaction.
Choose the pay period for this statement from the pay period dropdown.
Click Approve to move the selected transactions into a draft statement. The statement moves to the Drafts tab.
When ready, click Generate Statement to finalize the statement.
The finalized statement moves to the Statements tab and the AP bill is automatically queued for export to Sage Intacct.
Modifying Exported Transactions
Once a transaction has been exported to Sage Intacct, all corrections must be made in Alvys and then synchronized to Sage through the regeneration process. Alvys serves as the system of record for all exported transactions.
AR Invoice Modifications
The modification behavior depends on the invoice's current state in Sage Intact:
Draft: The invoice is updated directly. Existing line items are removed and replaced with the updated data from Alvys. To apply these changes, update the relevant data in Alvys and regenerate the invoice.
Posted : Alvys automatically reverses the original invoice and creates a new one with the updated data. The original invoice and its reversal remain visible in Sage for audit purposes. To apply these changes, update the relevant data in Alvys and regenerate the invoice.
Paid or Partially Paid: The invoice cannot be modified until payments are removed in Sage Intacct. Alvys will display an error indicating that payments must be removed first.
Closed: No further modifications are permitted. Contact Alvys Support ([email protected]) for assistance.
AP Bill Modifications
AP bill modifications follow a similar pattern with one key difference:
Draft: The bill is updated directly, the same as AR invoices.
Posted: Alvys automatically reverses the original Bill and creates a new one with the updated data. The original invoice and its reversal remain visible in Sage for audit purposes.
Paid or Partially Paid: Payments must be removed in Sage before the bill can be modified or reversed.
Changing the Customer on a Previously Exported Invoice
To update the customer:
On the Load Details page, click Change Customer.
Select the correct customer and save.
Regenerate the invoice in Alvys.
Verify in Sage Intacct (Accounts Receivable → AR Invoices) that the customer has been updated.
Reverting Carrier/Driver Statements
If a correction is needed after generating a statement:
Navigate to the Statements tab within the settlement details.
Locate the statement you need to correct.
Click Revert (carrier settlements) or Revert Statement (driver settlements).
Choose how the revert should be handled:
Revert to draft to edit and regenerate a new statement for the same pay period.
Revert to open to return all transactions to open status and delete the statement entirely.
The corresponding AP bill in Sage Intacct is handled automatically based on its current state:
Draft: The bill is deleted from Sage.
Posted: The bill is reversed in Sage. The original bill and its reversal remain visible for audit purposes.
Paid or Partially Paid: The revert fails. You must remove payments in Sage Intacct first, then retry.
Reverting Summary Invoices
If a correction is needed after a summary invoice has been created:
Navigate to Accounting > Summary Invoicing.
Go to the All Invoices tab and locate the invoice you need to remove.
Click Delete from the invoice's action menu and confirm when prompted.
The individual loads return to the Loads Not Invoiced tab and can be regrouped into a new summary invoice.
The corresponding AR invoice in Sage Intacct is handled automatically based on its current state:
Draft: The invoice is deleted from Sage.
Posted: The invoice is reversed in Sage. The original invoice and its reversal remain visible for audit purposes.
Paid or Partially Paid: The deletion fails. You must remove payments in Sage Intacct first, then retry.
FAQs
Q: What happens if I attempt to turn off the individual AR sync toggle while the AP sync toggle is already disabled? A: To keep your integration controls clean and intuitive, Alvys will block you from disabling the last remaining active module toggle. Instead, a prompt will direct you to use the Master Sync Toggle at the top of the page to pause the entire integration.
Q: How does Alvys determine which subsidiary handles a driver settlement versus an external carrier bill? A: Carrier bills are routed based on the Tender As field designated on the load, which identifies the subsidiary responsible for paying the carrier. Driver bills, however, bypass the load's invoicing or tendering subsidiary entirely; they are governed by the specific Driver Subsidiary assigned to that driver's profile.
Q: What is the operational difference between a customer's "Invoicing Name" and "External Accounting Name"? A: The Invoicing Name only dictates how a customer's name is printed on document templates generated natively inside Alvys. The External Accounting Name is the actual value utilized by the integration to locate, match, or create the customer entity inside Sage Intacct.
Q: What happens if Alvys exports an invoice with a payment term (like "Net 25") that doesn't exist in Sage Intacct? A: If a specific term is missing in Sage, Alvys will automatically attempt a fallback to Net 30. If your Sage Intacct environment does not have a "Net 30" term configured either, the export will fail. To avoid this, ensure your primary payment terms are replicated in both systems.
Q: How does the system handle vendor creation for a 1099 independent contractor driver? A: If the driver's profile is classified as a 1099 contractor and contains a Tax Company Name, Alvys will prioritize that corporate tax entity data to build the vendor record in Sage. If no tax company details are configured, the integration builds the vendor record using the driver's legal first and last name.
Q: Where do I go to troubleshoot a failed export for a carrier statement generated in the Carrier Settlements module? A: Unlike individual load sync errors, carrier statement failures do not appear on the primary Accounting → Error Transactions page. Because statements consolidate multiple trips, you must open the failed statement directly within the Carrier Settlements module, click "View Details" on the accounting sync row, read the error log, and re-trigger the sync from there.
Q: How does the "Send Carrier Invoice Upon Upload" setting change the billing workflow? A: When disabled, generating a customer invoice automatically pushes the carrier's AP bill to Sage. When enabled, Alvys holds the transaction back until a document type of Carrier Invoice is manually uploaded to the trip—instantly triggering the export without needing the customer invoice to be finalized first.
Q: How are individual load charges itemized in Sage Intacct when using Summary Invoicing? A: Summary invoicing consolidates multiple separate loads into a single AR invoice layout inside Sage Intacct. The main invoice header reflects the consolidated totals, while the line items break down the specific linehaul and secondary charges for each distinct load included in the batch.
Q: What happens to a transaction in Sage Intacct if I modify it in Alvys while it is still in a "Draft" state? A: If the invoice or bill is still a draft in Sage, the modification process is direct. Regenerating the transaction from Alvys will completely wipe out the old line items in the Sage draft and replace them with your newly updated data.
Q: What happens if I modify an invoice or bill that has already been "Posted" in Sage Intacct? A: To maintain a clear and compliant accounting audit trail, Alvys cannot directly overwrite a posted ledger entry. Instead, regenerating the transaction will trigger Alvys to automatically issue a full reversal of the original document in Sage, alongside a brand-new invoice or bill containing the updated metrics.
Q: Can I edit, regenerate, or delete a transaction if it has already been paid or partially paid in Sage Intacct? A: No. Sage Intacct locks paid records to protect financial integrity. Alvys will return an error stating that the modification cannot proceed. You must first manually remove the payment linked to the bill or invoice inside Sage Intacct before attempting to regenerate or revert the transaction in Alvys.
Next Steps
⏭️ Continue to the next article: 6️⃣Sage Intacct: Payments and Troubleshooting for details on payment import from Sage and advanced troubleshooting.
Return to Collection
📁 Need to see the full list of articles? Return to the Sage Intacct Collection.