Permissions for Sage Intacct Sync Users

How you provide full permissions to a Sage Intacct sync user depends on your Sage Intacct account setup.

Subscription based

  1. Go to the Company > Users > Billcom user > Subscriptions and enable Permissions for all Modules
    Subscription permissions
  2. Click on each Application/Module and select All from the top right and save changes
    • Some modules have an additional Reports permission section, select All for Reports as well
      Module permissions

Role based

If using Role-based permissions, create a new Role for the XML_Bill.com user, with access to all modules in Sage Intacct.

  1. Click Company > Roles > Add
    Add new role
  2. Click on each Application/Module and select All from the top right and save changes
    • Some modules have an additional Reports permission section, select All for Reports as well
      Role Module permissions
  3. Click Save once all permissions have been enabled for the role
  4. Assign the new role to the XML_Bill.com user
    1. Go to Company > Users
    2. Click Edit next to the Sync user that was just created
    3. Click Roles information
    4. Select the Billcom Role that was just created
      Role Information
  5. Click Save

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.