Sage Intacct sync: Bills

  • Only fully unpaid bills sync from Sage Intacct into Cashflow360℠
  • Always initiate payments in Cashflow360
    • Bills can be paid on the Overview page or the individual bill
    • Record offline payments to mark bills as paid from the individual bill page
      • Offline payments will sync to Sage Intacct
    • Print check in Sage Intacct can be selected on the individual bill page
      • This type of payment will sync to Sage Intacct
  • Bills that are entered in Cashflow360 that are over $10 million dollars will sync into Sage Intacct as $0 bills in the state "no value". This is currently a sync limitation.
  • Once a bill is paid, it cannot be updated via the sync. If a paid bill needs to be reclassified, enable Re-classify transactions in Sage Intacct to avoid sync errors.
  • Sage Intacct PO's will sync to Cashflow360 once they're converted to unpaid bills. After syncing, they're ready to be approved and paid.
  • In order for bills to sync seamlessly, approvals in Sage Intacct will need to be disabled
    1. Go to Accounts Payable > Configure Accounts Payable > Payment Approval Settings
    2. Select Disable Approval. If choosing to have this option unchecked, all bills will need to be approved in Sage Intacct for payments to be recorded.
  • The option to have ONLY Approved bills sync to Sage Intacct is available