Adding a Nexonia User Integrated From Intacct Vendor Records

A Nexonia user profile can be generated from an Intacct Vendor record. This would be required if employee reimbursable expenses were being paid via Intacct’s Accounts Payable module as A/P invoices. Vendor values would need to be filtered from Intacct so that only select vendors are created as Nexonia users.

In order for Nexonia to generate a user profile, the following would need to be part of the Intacct Vendor record:

• Name – First Name, Last Name
• Email address (this is the primary email address field, not Secondary email address)
• Custom Checkbox to indicate this vendor should be a Nexonia user
• Vendor status in Intacct is Active

As long as those basic minimum criteria are met, the Nexonia user profile will be generated via the configuration sync and active. Login credentials will not be issued to the Nexonia user unless initiated by the Nexonia Administrator or set to be automatically issued within the Nexonia configuration settings.

The default values for the user record can be set manually in Nexonia for integrated dimensions such as Department, Location, or Class.