After completing all the Management Sage Intacct Integration (add KB0311624) you'll need to follow these steps:

Spend Management Configuration

1. Navigate to Profile & Settings Accounting Settings
   1. Select the Sage Intacct logo to begin setup.
   2. Read the setup instructions and select Next.
2. This step was completed earlier as part of the prerequisites. Select Next to proceed.
3. Enter the Sender ID credentials. Use the same Sender ID configured in Sage Intacct, e.g., CodatMPP.
4. Enter the Web Services user credentials. This step was also completed during prerequisites.
5. Select the second option: “I already have a full access role I want to use.”
6. Enter the Web Services user credentials and select Next.
7. Select the Sage Intacct entity you'd like to integrate with Spend Management.
   1. After entering user credentials and selecting the entity:
      • The Accounting Settings screen will display the connection status.
      • A message will indicate that it may take a few minutes to load data from the Sage Intacct integration.
   2. During this time, Spend Management will fetch:
      • General Ledger accounts
      • Dimensions (vendors, customers, locations, etc.)
8. Once the data is loaded, you can proceed to configure tracking categories and accounting preferences.

Configure default accounts

• Credit Card Liability Account - Specifies the credit card general ledger (GL) account where credit card spend is recorded.
• Bank Account (Asset Account) - Specifies the asset account used for payment transactions.
• Default Supplier - Represents the vendor/supplier record in Sage Intacct.
• Expense Account (GL Account) - Defines the default expense general ledger (GL) account where spend will be recorded.