Top-Level syncing controls where Re-Leased transactions — such as customers, vendors, invoices, and credit notes — are recorded in Sage Intacct. When enabled, all transactions sync to the top level of your organisation rather than to individual entities.
When to Use Top-Level Syncing
Enable Top-Level syncing if your Sage Intacct instance uses top-level accounting rather than entity-level accounting, or if your accounting team manages finances centrally.
Keep it disabled if you use Sage Intacct's multi-entity features and need transactions to sync to specific entities, or if your organisation requires detailed entity-level financial reporting.
How to Enable Top-Level Syncing — New Sage Intacct Connections
Navigate through the integration setup: Settings > Manage Add-ons and Integrations. See How to Connect Re-Leased to Sage Intacct for full setup guidance.
On the Settings screen, locate the Top-Level syncing toggle.
Toggle it on if you want transactions to sync at the organisational level.
Continue through the remaining setup steps: Tax Types, Chart of Accounts, Dimension Categories, Dimensions, Contacts, and confirmation.
How to Enable Top-Level Syncing — Existing Sage Intacct Connections
Go to Settings in Re-Leased.
Select Manage Add-ons and Integrations.
Locate the Sage Intacct integration tile and click View Details.
Navigate to the Settings tab.
Find the Top-Level syncing toggle and switch it on or off as required.
If you're unsure whether to enable Top-Level syncing, consult your accounting team or Sage Intacct administrator to ensure the integration aligns with your accounting structure.