Nexonia can integrate with Intacct's department, location, and class dimensions. This allows Nexonia to import these dimensions into Nexonia in a variety of forms, such as an expense item-level custom field, a project-level field, or utilize the value present on the Intacct Employee/Vendor to contribute to the department exported to Intacct.
To locate this setting in Nexonia, please navigate to Intacct* >> Integration Setup >> Edit Parameters.
*May be labeled differently in your Nexonia instance
Within the General tab, scroll down and locate Synchronize Department, Synchronize Class, and Synchronize Location. These values can be enabled by setting them to "Yes" for the dimension(s) you wish to include as part of the integration.
Once enabled, a new tab will appear for Department, Location and/or Class.
Selecting any of these tabs will display various settings to control the way in which these fields are synced into Nexonia.
This would include the ability to synchronize the field at the user level, which will display the value on the user profile based on the value present on the Intacct Employee. This will be displayed as the User Department, User Class and/or User Location.
Note: This only appears if syncing Nexonia Users from Intacct Employees.
Additionally, various sections will appear per module (i.e. Timesheets, Expenses, etc), each with its own option to indicate whether you wish to synchronize the dimension for that specific module.
If you do wish to sync the dimension, this can be achieved by setting the value to anything other than "No".
This will result in the following options:
User Value - This setting would make it such that the value present in Intacct at the Employee-level will determine the selected Department/Location/Class for any associated record (i.e. timesheet, expense report, etc). This value will not appear in Nexonia unless enabled in the "Users" section.
Project Value - This setting will assign the corresponding dimension per project in Nexonia based on the configuration present in Intacct. For example, Project A is assigned Department X. This means that any record that uses project A will also include the value for Department X when exported to Intacct.
Project Value then User Value - This setting follows the same rule as the previous two options; however, both options are utilized. Project value is prioritized, and if no value is present for the project, the user value would be used.
Customer Value - This is similar to the Project Value setting, except the dimension is coded at the customer-level instead.
Optional (most common) - This setting would create the specified dimension as an item-level custom field and is ideal in scenarios where it's necessary to control the selected department/location/class on an item-by-item basis. This option also allows for the field to be left blank.
Required - This setting is identical to the Optional setting. However, the field cannot be left blank, and a value has to be selected per individual item or entry.
Once the dimension has been configured to be synchronized based on the above, several options will appear below, which can be left to their default settings unless there is a specific requirement.
For instance, if you wish to only sync specific departments from Intacct into Nexonia, this can be done by creating a custom checkbox in Intacct and then inputting the field ID into the Field ID for Department Filter section. This will ensure that only those with the value enabled will appear in Nexonia.
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