Some records can be changed in either system. Others can only be changed in one. This table covers both.
Record or action | Change it in | Why |
Chart of accounts, tax types, property tracking | Sage Intacct only | Read-only in Re-Leased |
Voiding an invoice or credit note | Sage Intacct only | Voiding changes the record's financial status, which has to come from the source ledger |
Undoing a payment | Sage Intacct only | Use the undo action. Deleting the payment record won't remove it from Re-Leased |
Archiving or unarchiving a contact or creditor | Sage Intacct only | Sage Intacct holds the active or inactive status |
Allocating a credit note to an invoice | Re-Leased only | - |
Creating or editing a contact or creditor | Either | - |
Creating or editing an invoice or credit note | Either | Awaiting Approval in Re-Leased arrives as Draft in Sage Intacct |
Recording a payment | Either | - |
Set records to Inactive, not Deleted
The integration doesn't sync deletions from Sage Intacct to Re-Leased. Delete an account code, contact or tax type in Sage Intacct and it stays in Re-Leased indefinitely, causing duplicates and sync errors that need a data fix to resolve.
Set the record to Inactive in Sage Intacct instead. Re-Leased archives its matching record on the next sync.
Only change something in one system
Making the same edit in both systems risks a sync error or a data problem. Pick a side and let the sync carry it.
If you need a change to show up on both sides sooner, trigger a manual sync from Re-Leased rather than repeating the edit.
When your change will appear
Changes you make to invoices, credit notes, payments and contacts in Re-Leased push to Sage Intacct straight away. Changes you make in Sage Intacct wait for the next full sync, which runs overnight, or you can trigger a manual sync to bring them across now.