This article provides comprehensive information about how invoices, credit notes, and their related data sync between Sage Intacct and Re-Leased. Understanding this mapping is essential for ensuring data integrity and accuracy across both platforms.
Customer and Contact Mapping
Customers/Vendors to Contacts
When a customer or vendor syncs from Sage Intacct to Re-Leased, the following fields map:
| Sage Intacct | Re-Leased |
|---|---|
| Customer/Vendor Id + Name | Name |
| Name | Correspondence Name |
Primary Contact Details
The Primary Contact in Sage Intacct syncs to the Contact record in Re-Leased:
| Sage Intacct | Re-Leased |
|---|---|
| First Name | First Name |
| Email Address | |
| Last Name | Last Name |
| Primary Phone | Telephone |
| Fax | Fax |
| Mobile Phone | Mobile |
Shipping Address
Important: If the Ship-To Contact is populated in Sage Intacct, the shipping details will sync from that contact. Otherwise, the Primary Contact address is used.
| Sage Intacct | Re-Leased |
|---|---|
| Address Line 1 | Postal Address |
| Address Line 2 | Suburb |
| City | Town/City |
| State or Territory | Region/State |
| Zip or Postal Code | Post/Zip Code |
| Country | Country |
Billing Address
Important: If the Bill-To Contact is populated in Sage Intacct, the billing details will sync from that contact. Otherwise, the Primary Contact address is used.
| Sage Intacct | Re-Leased |
|---|---|
| Address Line 1 | Street Address |
| Address Line 2 | Suburb |
| City | Town/City |
| State or Territory | Region/State |
| Zip or Postal Code | Post/Zip Code |
| Country | Country |
AR Invoices
Accounts Receivable invoices from Sage Intacct sync as Income Invoices in Re-Leased:
| Sage Intacct | Re-Leased |
|---|---|
| Invoice Number | Invoice Number |
| GL Date | Issue Date (Due Date if setting on) |
| Invoice Date | Issue Date |
| Due Date | Due Date |
| Customer | To (Contact) |
| Reference Number | Reference |
AP Invoices
Accounts Payable invoices from Sage Intacct sync as Expense Invoices in Re-Leased:
| Sage Intacct | Re-Leased |
|---|---|
| Bill Number | Invoice Number |
| Payment Priority | Payment Priority |
| GL Date | Issue Date (Due Date if setting on) |
| Invoice Date | Issue Date |
| Due Date | Due Date |
| Vendor | From (Contact) |
| Reference Number | Reference |
AR/AP Adjustments
Adjustments in Sage Intacct sync as Credit Notes in Re-Leased:
| Sage Intacct | Re-Leased |
|---|---|
| Adjustment Number | Invoice Number |
| Date | Issue Date |
| Due Date | Due Date |
| Customer/Vendor | To/From (Contact) |
| Reference Number | Reference |
Order Entry/Purchasing Invoices
Order Entry and Purchasing invoices sync as Income/Expense Invoices with line items in Re-Leased:
| Sage Intacct | Re-Leased |
|---|---|
| Transaction Type + Document Number | Invoice Number |
| GL Date | Issue Date (Due Date if setting on) |
| Transaction Definition/Type | OE/PO Transaction Definition |
| The source Sales Order Document Number* | Source Document Number |
| Revenue Recognition Template (Line Level) (OE Only) | Revenue Recognition Template |
| Rev Rec Start Date (Line Level) (OE Only) | Rev Rec Start Date |
| Rev Rec End Date (Line Level) (OE Only) | Rev Rec End Date |
| Invoice Date | Issue Date |
| Due Date | Due Date |
| Customer/Vendor | To/From (Contact) |
| Reference Number | Reference |
*This is the Sales Order/Revenue Activation Document that the Order Entry Invoice is converted from.
Order Entry/Purchasing Adjustments
Order Entry and Purchasing adjustments sync as Credit Notes with items in Re-Leased:
| Sage Intacct | Re-Leased |
|---|---|
| Transaction Type + Document Number | Invoice Number |
| Transaction Definition/Type | OE/PO Transaction Definition |
| Date | Issue Date |
| Due Date | Due Date |
| Customer/Vendor | To/From (Contact) |
| Reference Number | Reference |
Line Item Mapping
AR/AP Invoice Lines
For standard AR/AP invoices, line items map as follows:
| Sage Intacct | Re-Leased |
|---|---|
| Memo | Description |
| Account | Account |
| Transaction Amount | Unit Price |
| Tax Detail | Tax Type |
Order Entry/Purchasing Invoice Lines
For Order Entry and Purchasing invoices, line items include quantity and pricing:
| Sage Intacct | Re-Leased |
|---|---|
| Memo | Description |
| Item ID | Account |
| Quantity | Quantity |
| Price | Unit Price |
Line Dimensions and Tracking Categories
Line level dimensions and other line item fields in Sage Intacct sync to Re-Leased as Tracking Categories. This allows for detailed reporting and analysis. The following Sage Intacct line item fields sync as tracking categories:
- Department
- Location
- Project
- Customer
- Employee
- Item
- Class
- Contract
- Task
- Warehouse
- Vendor/Supplier
These tracking categories enable you to maintain the same level of detailed categorization in Re-Leased that you have configured in Sage Intacct, ensuring consistent reporting across both platforms.
Understanding the Sync
The field mapping described above ensures that:
- Data Integrity: Financial information remains consistent across both platforms
- Approval Status: Posted invoices in Sage Intacct appear as approved in Re-Leased
- Comprehensive Details: All relevant invoice information, including line items, taxes, and dimensional data, syncs accurately
- Flexible Addressing: The system intelligently uses either specific contact addresses or falls back to primary contact details
Understanding this mapping helps you maintain accurate accounting records and ensures your invoicing process runs smoothly between Sage Intacct and Re-Leased.