This collection includes all articles and guidance for configuring, using, and troubleshooting the Sage Intacct integration. Follow the recommended order to get started or jump to specific topics using the links below.
1. Sage Intacct: Prerequisites (Start Here)
Purpose: This article outlines the essential prerequisites you must complete in both Sage Intacct and Alvys before starting the integration. It guides you through enabling Web Services, authorizing the Alvys Sender ID, creating a dedicated Web Services Role and User, configuring required GL accounts, and preparing your Alvys profiles with External Accounting IDs to ensure error-free data synchronization.
2. Sage Intacct: Connection and Settings Configuration
Purpose: This article walks you through the step-by-step setup wizard to securely connect Alvys to Sage Intacct. It details how to select your subsidiary, decide between posting to matching child entities or a single top-level parent entity, authenticate your credentials, and establish default operational settings for both Accounts Payable (AP) and Accounts Receivable (AR) modules.
3. Sage Intacct: Account Mappings
Purpose: This article explains how Alvys routes line items on bills and invoices to the correct Sage Intacct General Ledger (GL) accounts. It covers the hierarchical three-level fallback mapping logic (Specific Item Mapping → Category Default → Master Default) and provides an explicit breakdown of the nine distinct account categories used for tracking linehauls, fuel surcharges, accessorials, deductions, and expenses.
Article: 3️⃣Sage Intacct: Account Mappings
4. Sage Intacct: Dimensions and Custom Fields
Purpose: This article explains how to pass advanced data and segmentation tags from Alvys into Sage Intacct using standard dimensions (such as Location, Department, and Class) and header or line-item level custom fields. It covers configuring value matches, defining default fallbacks for required dimensions, mapping type-compatible custom field fields, and incorporating custom load or trip references.
5. Sage Intacct: Transaction Export and Modification
Purpose: This article covers the end-to-end workflows for exporting customer invoices (AR) and vendor bills (AP)—including individual, batch, and summary invoice configurations. It explains how Alvys resolves matching records via accounting IDs or name rollbacks and details the process for safely modifying, reverting, or regenerating transactions depending on whether they are in a Draft, Posted, or Paid state in Sage Intacct.
6. Sage Intacct: Payments and Troubleshooting
Purpose: This final article details how payment records seamlessly synchronize in a one-way flow from Sage Intacct back into Alvys using an automatic 12-hour sync and an 8-day lookback window. It also acts as a master troubleshooting guide, detailing how to utilize the Alvys Error Transactions page to identify, correct, and retry failed transaction exports, alongside step-by-step fixes for common connection, mapping, and dimension alignment errors.