Sage Intacct sync: Vendor Invoice Templates for Purchase Order sync

Create a vendor invoice template as part of the Cashflow360 Purchase Order sync configuration.

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.

Create a vendor invoice template

1. Purchasing and Order Entry modules must be enabled and checked for the Web Services User.
2. Enable Advanced Workflow should be enabled Purchasing > Setup > Configuration > Enable functionality > Advanced settings
3. To create a vendor invoice template in Sage Intacct, go to Purchasing > Setup > Transaction Definition
4. Select Add
5. In the General Tab:
   • Under Properties, enter a template name
   • Under Transaction numbering, set “Numbering Sequence” to Vendor Invoice so document numbers will populate.
   • Under Accounting, "Accounts Payable" needs to be selected for Transaction Posting.
6. On the Posting Configuration tab:
   7. A debit and credit GL account must be entered for Transaction posting AP account mapping
7. On the Security tab:
   9. Select All for Edit policy and Delete policy.

Things to know

• Custom Package will need to be updated for deletions to sync
• Confirm that if the org has a mix of inventory and services, that they use different PO templates names for each workflow
• The Posting Configuration and Security Configuration tabs aren't available when editing the Transaction Definitions if Enable Advanced Workflow isn't enabled in Sage Intacct.