Sage Integration (Connection)

[0:01] From your registers home page select register settings, then integrations. You will have a choice between our current integration partners. Select the Connect button next to Sage Intact. You will be presented with a form that requires you to enter your sage credentials. Once these credentials have been entered select the Connect button at the end of the form. When successful you will be presented with another form that requires you to select the entity that your depreciation journals belong. Once again select the Connect button at the end of the form. You will now see your live integration is Connected with Sage Intacct


Connecting Classification (Dimensions)

[0:53] In register settings select Classifications you will see any existing classifications you have already set. As well as the option to Sync with Sage Intacct Dimensions. Select the option to Sync with Sage Intacct Dimensions. AssetAccountant™ will automatically pull all dimension fields straight from your Sage account. In the first form, you are given the option to select which sage Dimensions you would like to create as new, or sync with existing AssetAccountant™ Classifications. The following form/s give you the option to select which values you would like to create new or map to existing for each Classification/ Dimension. Click next to see the summary page this will show you what Dimensions you are creating or mapping to Classifications as well as the values for each Classification.


General Ledger Account Mapping for Journaling

[3:09] The final step in setting up your integration is to set up where each of your asset groups will write their journal lines in your Sage Intacct general ledger. Select an asset group and move down to the end of the page where you will see General Ledger Accounts. Select Edit to the right of the screen. In the form select and align each of the appropriate accounts where you would normally write depreciation for both the Balance Sheet and Profit and Loss Statement. Once these accounts are aligned continue on for each of your Asset Groups. Note in the top right corner you can copy the settings from another Asset Group to help save time and only adjust the accounts that differ. Now you can enjoy seamless journalling via AssetAccountant™ Journalling feature.