May 21, 2025: Sage Intacct Updates

Discover the latest updates to ERP Payments for Sage Intacct and our Sage Intacct Connector, aimed at improving functionality and the overall user experience.

ERP Payments for Sage Intacct

Improved visibility into Sales Order Deposits

Previously, users had no visibility into whether a deposit had already been requested on a Sales Order, often leading to confusion about whether a specific deposit amount had been initiated.

With the latest release, the embedded “Request Deposit” modal has been enhanced to clearly display the “Requested Amount” tied to the Sales Order, giving users immediate clarity.

To further streamline the experience, we’ve also introduced several user interface improvements. These enhancements are reflected in the updated buttons on the Sales Order ribbon:

• Request Deposit

• View Deposit History

• Edit Deposit Request

Sage Intacct Connector

1. Embedded Payment Links on invoice PDFs

We're excited to announce an enhancement to our Sage Intacct Connector that enables suppliers to include direct payment options on outgoing PDFs generated from Sage Intacct, seamlessly connecting to Collaborative AR.

Previously, invoice PDFs did not include a payment link. If a customer downloaded the PDF from an email in Collaborative AR and saved it to pay later, there was no way to complete the payment directly from the document.

With the latest release, all outgoing invoice PDFs—whether from Accounts Receivable or Order Entry (excluding AR Advance)—can be configured to include an embedded payment link. This allows customers to make a payment directly from the PDF, even if it's downloaded and saved for later. When a customer clicks the link on the PDF, they’ll be taken directly to the Pay Now page, where they can securely complete their payment.

2. Exclude Individual Invoices from Syncing to Collaborative AR

You now have more control over which invoices sync from Sage Intacct to Collaborative AR. A new checkbox labeled “Do not sync to Versapay” is now available on Accounts Receivable invoices and can be enabled for Order Entry invoices as well.

Why This Matters:
Previously, you could only exclude invoices at the customer level or limit syncing to certain Order Entry invoices. There was no way to prevent specific invoices from syncing individually. This enhancement gives you the flexibility to keep certain invoices out of Collaborative AR, helping manage visibility and internal workflows more effectively.

How It Works:

• When creating an invoice, simply check the “Do not sync to Versapay” box to prevent it from syncing.

• The invoice will remain excluded from Collaborative AR and won’t be affected by future sync updates.

• Need to include it later? Just uncheck the box, and the invoice will be eligible for syncing again.

Please note: configuration is required to take advantage of this feature. Please reach out to your Customer Success Manager or email us at [email protected].