Sage Intacct sync: Vendor Preference setting to not sync transactions from Sage Intacct

For accounts syncing with Sage Intacct, there is a vendor preference to set Bills, Vendor Credits and Payments not to sync from Sage Intacct into PayMaker. For vendors that are normally not paid via PayMaker, this setting prevents double entry of marking bills as paid offline going forward.

Accessing the setting

  1. Locate the vendor
  2. Click the more options dots
  3. Click Edit Vendor
  4. Scroll down to Bill Sync Preferences, select Do Not Sync Bills
  5. Click Save

Things to know

  • Bills that have already synced in from Sage Intacct will remain in PayMaker
    • Any updates made to these bills in Sage Intacct will not update in PayMaker

Reversing the setting

  1. Locate the vendor
  2. Click the more options dots
  3. Click Edit Vendor
  4. Scroll down to Bill Sync Preferences, select Sync Bills
  5. Click Save

Things to know

For bills that synced over prior to turning the transaction sync off, an update will need to be made to the bill in Sage Intacct to reconnect the bill to PayMaker.