Understanding Sage Intacct Integration Limitations

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Integrating your Re-Leased account with Sage Intacct can streamline your accounting processes, but there are certain features which are not currently supported by the integration. This article outlines the specific functionalities that cannot be synced between Re-Leased and Sage Intacct, to help you understand how this could impact your workflow and how you can manage the tasks that aren't included.

Credit Notes and Adjustments

To allocate credit against an Invoice, we recommend using AR Adjustments or AP Adjustments in Sage Intacct, as these sync to Re-Leased as Credit Notes. If instead you use a negative invoice (or "credit invoice") in Sage Intacct to represent a Credit, this will fail to sync in and throw a Sync Error. 

Multi-Currency Handling

Contacts and invoices using multiple currencies in Sage Intacct cannot be synced. It's advised to detach these from the integration and deactivate the contact in Sage Intacct, then create a new contact with the local currency in Re-Leased.

Journal Entry Payments

Payments entered as journal entries will not synchronize from Sage Intacct to Re-Leased.

Overpayment and Prepayment

Overpayments or prepayments that are created in Sage Intacct do not get transferred to Re-Leased initially, while they are sitting as unallocated in Sage Intacct. However, when an overpayment is allocated to an invoice (paid) in Sage Intacct, this will pull through to Re-Leased on the next sync.

Invoice Attachments

Attachments added to invoices in Sage Intacct do not sync with Re-Leased.

Deleted Intacct Invoices

Invoices deleted in Intacct will not sync to Re-Leased. If the invoice has synced, the Re-Leased equivalent invoice will need to be voided. Note that reversed Intacct invoices will sync to Re-Leased and void the corresponding invoice. There will also be an error message needs to be unlinked

Editing and Archiving Contacts

Any edits or archived statuses applied to contacts in Re-Leased must be duplicated in Sage Intacct, as these changes do not sync between the two systems.

A Customer or Vendor made "Inactive" in Sage Intacct will sync through and be made Archived in Re-Leased. However if a Customer or Vendor is Deleted in Sage Intacct, we have no way of pulling this information to Re-Leased. There will be a Sync Error that appears the next time that the Re-Leased Contact is edited or if an Invoice is attempted to be raised for that Contact. 

Refunds

Refunds processed in Sage Intacct cannot be synced to Re-Leased.

Understanding these integration limitations allows you to better prepare for manual tasks and avoid discrepancies between your Re-Leased data and Sage Intacct records. We recommend establishing a regular routine to manually review and update both systems to ensure accuracy and data integrity.

Account Labels

Re-Leased does not support Sage Intacct's Account Labels feature. 

Account Labels are an optional feature within Intacct that are disabled by default and can be found under Company > Admin > Subscription > Account Receivable (Configure) > Enable Account Labels. When Account Labels are enabled in Intacct, you must provide a label instead of an account code for line items. 

Since Re-Leased only supports account codes (not account labels), customers who have this feature enabled will encounter synchronization issues. If your Intacct instance has Account Labels enabled, you will need to disable this feature and use standard account codes instead to ensure proper integration with Re-Leased.

Subtotal Dimensions

For Order Entry/Purchasing transactions, Re-Leased does not support manually setting Subtotal dimensions.

In release R1 2025, Intacct now supports defaulting subtotal dimensions based on line item dimensions. The documentation to enable this functionality can be found here. This functionality should be enabled to allow transactions to sync from Re-Leased to Sage Intacct's Order Entry/Purchasing modules

Document Sequencing Required for Contacts

Sage Intacct must have document sequencing enabled for both Customers and Vendors. 

When syncing new contacts from Re-Leased to Intacct, Re-Leased does not supply a CustomerId or VendorId. The document sequence in Intacct will automatically generate these IDs when the contact is created. Without document sequencing enabled, new contacts will fail to sync to Intacct.

 

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