Connect from Settings
Go to Settings > Integrations > Sage Intacct and enter your Web Services credentials: Sender ID and password, Company ID, Web Services user and password, and server URL.
Sage Intacct integration
Buy in ProcurementExpress. Keep the books in Sage Intacct.
Approved invoices become AP bills in Sage Intacct, your dimensions and vendors stay in sync, and payment status comes back, so nobody re-keys the same bill twice.
A clearer process for your team
Build these steps into everyday purchasing.
Bring in your dimensions
Departments, locations, GL accounts, projects, and other dimensions sync from Sage Intacct, so requests are coded the way your books expect.
Keep vendors aligned
Vendor and supplier records sync both ways, so purchasing and finance work from the same list.
Approved invoices become AP bills
Once an invoice is approved in ProcurementExpress, it is created as an AP bill in Sage Intacct. Purchase orders stay in ProcurementExpress.
Payment status comes back
When a bill is paid in Sage Intacct, the payment status updates in ProcurementExpress, so requesters and approvers can see it.
Post to the right period
Set the GL posting date on the invoice to control the accounting period. Leave it blank and the approval date is used. This needs GL posting date override enabled in Sage Intacct.
A practical next step
See it with your own workflow
Join a live product demo and bring your Sage Intacct setup questions.
Explore the resource“Helps us to stay in budget and manage our finances.”
Cynthia Pinkerton
Director of Business Affairs
Sunny Glen Children’s Home
SEE IT WITH YOUR TEAM
Bring your purchasing
under control.
Walk through your budgets, approvals, and reporting needs with us.