Sage Intacct sync: Template names for Purchase Order sync

Sync Purchase Orders into Cashflow360 and link them to bills. To facilitate this, we need the template names for your Purchase Order & Vendor Invoice Templates. These sync preference fields are case-sensitive.

Notes:

• To be eligible to enable PO Sync, you will need to be syncing with Oracle NetSuite, Sage Intacct or QuickBooks Desktop or Enterprise.
• Purchase Order Sync will be available to new Cashflow360 clients starting in May 2026 during their Cashflow360 onboarding appointment.
• Existing Cashflow360 clients will be able to enable Purchase Order Sync through a phased rollout beginning in June 2026.
  • Clients will receive an in-product notification with additional details when the functionality becomes available to them.

How to find Template Names

In Sage Intacct, within the entity you'd like to sync purchase orders for:

1. Select the Applications drop down > Purchasing > Setup tab > Transaction definitions
2. Copy the name under Template name on the Purchase Order row, to paste into PO Template Name on Intacct sync preference field in Cashflow360
3. Copy the name under Template name to paste into PO Vendor Invoice Template Name On Intacct sync preference field in Cashflow360

Things to Know:

• If you have multiple Cashflow360 accounts connected to the top level of Intacct and would like to use POs, you'll need to create a unique transaction definition and workflow in Intacct for each of the accounts and enter that as the transaction definition in the Cashflow360 sync preferences. If you don't the following may occur:
  • PO's created at the top level will sync into all of the top connected Cashflow360 accounts, creating the transaction in each, risking of multiple bills being created from a single PO.
  • If you create multiple bills from a PO (1 from each Cashflow360 account) only the first bill will sync to Intacct; the other bills will create a sync conflict.
  • Even though the PO's create in all accounts, there will be a cosmetic sync error “PO cannot be created - Either the object id is required or the integration id with the entity type are required, but not both"
• Please note, with top-level configurations, POs created within the entity won't sync to Cashflow360.