Tracking categories enable you to sync your financial data from Sage Intacct, tagging property-related transactions for an enhanced reporting experience in Sage Intacct. They also ensure that transactions entered in Sage Intacct will link to the correct Property in Re-Leased after a sync. By the end of this guide, you'll know how to set up and apply tracking categories to properties within Re-Leased and witness the enriched detail in your financial reports.
Setting up Tracking Category Options
Initiating tracking categories begins within Sage Intacct. Re-Leased, we use Intacct's concept of Dimensions to sync these into Re-Leased as Tracking Categories.
In Sage Intacct, ensure that you have a Dimension set up that corresponds to the list of Properties created in Re-Leased. This can be a standard Dimension such as Location, or you can create a custom user-defined Dimension to represent Properties. Click here to learn more about how to do this in Intacct.
Import Tracking Categories into Re-Leased
- In Re-Leased, initiate a sync to import tracking categories from Sage Intacct. You can do this by opening the sync messages dropdown by clicking the flag icon in the black sub-navigation bar, then clicking Start sync.
- Confirm synchronization under Settings > General > Tracking.
It's important to manage Dimensions within Sage Intacct, as the list in Re-Leased is not editable.
Assigning a Tracking Option to a Property
Every property must have a tracking option Dimension assigned:
- Open the property of interest and go to the Property Details tab.
- In the Tracking Option section, select the suitable option from the dropdown. NB: this dropdown will pull through all available dimension values from Sage Intacct, so its best to use the text search to narrow down the available options for selection.
- If updating invoices is required, check the box Update the associated property on all invoices.
- Hit the Save property button to cement the connection.
The chosen action will impact how current invoices are managed in relation to new property tracking assignments.