<< Click to Display Table of Contents >> You are here: Sage Intacct Paperless Administration > APFlow™ Settings > Bridge |
Use the Bridge page to set up the connection or "bridge" between the Sage Intacct Paperless system and your Sage Intacct system.
This "bridge" provides data lookups for indexing documents and throughout APFlow™ Invoice Routing and Approval.
Note: The fields that display on this page may be different depending on the accounting system to which you are bridged.
1.From My Paperless, click APFlow™ Settings.
2.In the APFlow™ Settings navigation bar, click Bridge.
3.From the Bridge Type field dropdown, click to select Construction.
The Bridge Type field dropdown reflects the business categories with which Sage Intacct Paperless interacts.
Note: If the only Bridge Type field is None, then the Bridge Product field is not active.
4.From the Bridge Product field dropdown, click to select Sage Intacct.
The Bridge Product field dropdown is connected with the bridge type and reflects those accounting systems associated with a specific business category.
Based on the Bridge Type field and Bridge Product field entries, the remaining fields display on the Bridge page will change.
Refer to Sage Intacct Settings to set up a bridge to the Sage Intacct database.