Intacct Best Practices
Emburse Nexonia integrates with Sage Intacct via a web-services API. This automates many of your setup, maintenance, and transactional postings. With this in mind, we have put together a few best practices to get the most out of your Nexonia and Sage Intacct integration:
1. Keep your Nexonia configuration up to date.
Inbound syncs can be scheduled to run any day of the week to refresh your Nexonia account with any updates made within Intacct or can be run manually at any time.
2. Set an Export Schedule
Determine your export schedule for posting approved data from Nexonia to Intacct. Exports can be triggered on demand or scheduled. Automated exports may be scheduled weekly, multiple times per week, or even hourly depending on your accounting practices. In the Send Errors To field, enter an email address for notifications if there are any issues in posting that you need to address.
For more information on error messaging, review the articles linked below:
3. Review Failures
Review failures for any items that have not been posted successfully. Each export batch will include a success or failure status. A failed export may be an indicator that your Nexonia and Intacct configuration may need some fine-tuning.
4. Configure Intacct Integration
Nexonia offers multiple configuration settings to support your Intacct accounting needs. Ensure your filters are set to import any required dimensions and keep your account maintenance healthy. Good data in, good data out.
Update: Intacct Review Failures Window
To streamline processing time with your Intacct integration, and reduce export failure rates, Nexonia has made updates to our Review Failures pop-up window. Rather than reviewing a long queue of error messages, admins now only have one consolidated message to review for each failed export.
Note: At the moment, the Review Failures window is only available for Expense Report exports.
1. Navigate to the Intacct integration page, and click the Expense Reports tab.
2. After an automated or manual sync, click the Review Failures button.
3. Review the listed expense reports for errors, then click either the Export Again or Mark as Exported buttons.