Attach Invoice Document in Accounting System

With the check box in the Value column selected, this bridge setting is active and the invoice document is added as a file attachment to the invoice at the time of export.

After you export the invoice to your Intacct accounting system, log into Intacct. In the Accounts Payable section, a page with a pane similar to the following displays including an active link under the Attachment heading:

Click either the link or the paperclip icon for access to an image of the exported invoice.

With the check box in the Value column unselected, the invoice document is not added as a file attachment.

Processor Compliance Warning

Prerequisite: In the Intacct accounting system, click Accounts Payable and then Vendors. In the Insurance grid, enter the Compliance type ID with the Effective date and especially the Expiration date. In the Bridge Sync Logs, select the VendorComplianceCheck in the list and then click Sync. If no activity is visible within 60 seconds, click Refresh to make sure the functionality is active. (Click here for more information.)

Determine if this setting should be set to Warning or Error. Then if you systematically or manually approve an invoice either in Invoice Entry or Approve Invoice and the expiration date in Intacct has passed, a Validation Info message stating that compliance type(s) not compliant with an expiration date of whatever is set in Intacct displays. How you respond is based on this setting (Warning/Error).

Prompt Types

None = No prompt/No issue

Warning = The Reviewer can still route or approve.

Error = The Reviewer must address the error before continuing.

Prompt for Posting Date during Export

With the check box in the Value column selected, this bridge setting is active and the posting date is prompted at the time of export if you have configured Intacct to capture the posting date under AP settings. No Posting Date field displays on the Invoice Entry page.

With the check box in the Value column unselected, the Posting Date field displays on the Invoice Entry page if configured in the Intacct accounting system. The posting date is not prompted at the time of export.

Reviewer Compliance Warning

Prerequisite: In the Intacct accounting system, click Accounts Payable and then Vendors. In the Insurance grid, enter the Compliance type ID with the Effective date and especially the Expiration date. In the Bridge Sync Logs, select the VendorComplianceCheck in the list and then click Sync. If no activity is visible within 60 seconds, click Refresh to make sure the functionality is active. (Click here for more information.)  

Determine if this setting should be set to Warning or Error. Then if you systematically or manually approve an invoice either in Invoice Entry or Approve Invoice and the expiration date in Intacct has passed, a Validation Info message stating that compliance type(s) not compliant with an expiration date of whatever is set in Intacct displays. How you respond is based on this setting (Warning/Error).

Prompt Types

None = No prompt/No issue

Warning = The Reviewer can still route or approve.

Error = The Reviewer must address the error before continuing.