Integrate with Sage Intacct journal

Subscribe to Web Services.

1. Company > Subscriptions.
2. Find Web Services and click on it to Subscribe.
   
3. Ignore the warning about additional charges.

Add the Sender ID to the allowed list.

1. Company > Company Info.
2. Click EDIT.
3. Click on the Security tab.
4. Go to the section labelled Web Services authorisations.
5. Add the Sender ID: employmentheroMPP
   

Create a Role

1. Company > Roles.
   
2. Click ADD.
3. Input a Name.
4. Click SAVE.
5. Click on the necessary Permissions for each applicable module.
6. Click SAVE.

Create Web Service User

1. Company >  Web Services user.
   
2. Click NEW.
3. Input values for these fields:
   • User ID.
   • Last name.
   • First name.
   • Email address.
   • Make sure the User Type = Business User.
4. Click on the Roles information tab.
5. Select the Role created in the prior step.
6. Click SAVE.
7. Ignore any warning that there will be a charge for creating the User.

Create Web Service User

1. Company > Web Service User.
2. Click NEW.
3. Input values for these fields:
   • User ID.
   • Last name.
   • First name.
   • Email address.
   • Make sure the User Type = Business User.
4. Click SAVE.

Add permissions to that new user

1. Sage Intacct will return to the list of Web Service Users.
2. Find your Web Service User and click on Subscriptions.
   
3. Click on the necessary Permissions for each applicable module listed below:
   • Company - list/view access to Entities, Departments, Locations, and Channel.
   • General Ledger - list/view access to Accounts and list/view/add/edit/delete access to Journals.
   • Accounts Payable - list/view access to Tax Detail.
4. Click SAVE.

1. Log into your Employment Hero Payroll platform.
2. Click the  Business Settings menu.
3. Click the Payroll Settings submenu.
4. Under Business Management, click   Integrations.
5. Look for Sage Intacct.
6. Click the Add button.
   
7. Fill in your:
   • Company Id.
   • User Id.
   • User Password.
8. Click the Connect to Sage Intacct button.
   

9. Once you have connected to Sage Intacct, you will have the option to select which entity you would like to send your payroll journal to.

   Important

   The default option is Top Level. However, you can click on the drop-down list and select the entity you wish to connect your payroll file to.

10. Click the Save button.
    

    Important

    Once you have entered your login credentials, the user ID will be truncated and the password hidden and it will not be stored.

To set up location-specific settings which can be mapped to employees, you can:

1. Click the  Business Settings menu.
2. Click the Payroll Settings submenu.
3. Under Pay Run Settings, click Locations.
4. Click the Import button.
5. Click the Import Sage Intacct Locations button.
   

6. For each location, you have the option to assign these dimensions from within your Sage Intact file:

   • Classes.
   • Departments.
   • Locations.
   • Projects.

   Important

   The purpose of assigning these dimensions to your locations is to then assign the locations to your employees, and the pay run totals will be amalgamated and flow through to your dimensions in Sage Intacct with your pay run journal.

   For more information, please refer to this article: Managing your locations | Payroll Web Platform.

   

   Helpful Hint

   Once you have configured your pay run option, the next step is to set up your chart of accounts by going to the payroll settings tab on the payroll dashboard, click on 'Chart of accounts' under the business settings heading.

You can import your payroll accounts directly from Sage Intacct for use in payroll. To do this, you can:

1. Click the  Business Settings menu.
2. Click the Payroll Settings submenu.
3. Under Business Settings, click Chart of Accounts.

4. Click the Import Accounts button.
   

   Helpful Hint

   As you are already connected to Sage Intacct, a list of accounts will show and you can then enable the accounts that you would like to use in the chart of accounts mapping.

5. Click on the toggle button to enable the accounts you would like to use.
   
6. Click the Save Accounts List button.

Once you have imported and saved the required Sage Intacct accounts, you can map them within the Chart of Accounts page. To do this, you can:

1. Click the  Business Settings menu.
2. Click the Payroll Settings submenu.
3. Under Business Settings, click Chart of Accounts.

4. Click Default Accounts.
   

   Helpful Hint

   You will now see a list of transaction types that need to be mapped to a Sage Intacct account.

5. The Sage Intacct accounts appear in the drop-down list next to the transaction type. You can select the same account for multiple transaction types.
   

   Important

   When you map your default GL accounts, you will notice that there is an option to Split by location. This allows you to write a transaction line per location to the journal for the same account. This is particularly useful if you are using locations, classes, projects, or departments within Sage Intacct.

6. Click the Save button.
   

   Important

   If you are using a nominal account from your chart of accounts which has disallow direct posting selected in Sage Intacct, your journal will error if you try to allocate payroll funds to this account.

   Once you have completed all the mappings, you are now ready to export a journal.

Once you have completed a pay run, you'll be able to export a journal to the Sage Intacct journals. You can export a journal by following these steps:

1. Once you've created and completed your pay run, click Finalise pay run from the Pay run actions tab.
2. In the Finalise pay run dialogue, select Export journals to Sage Intacct now.
   

3. Click Finalise pay run and your journal will be exported.

   Helpful Hint

   You will find your journals with the journal page in Sage Intacct in the Payroll Journal folder.

4. Click the view transactions link to find all of your pay run journals.

   

   Helpful Hint

   If you need to edit your pay run, when you finalise, you can export the journal again and it will override the previous journal. Likewise, if you need to delete the pay run, your journal will automatically be deleted from Sage Intacct.