Audience: ERP Admin
Summary: Reviews the configurations that must be completed in Intacct before synching with MineralTree
In order to successfully sync MineralTree with your Intacct account, you must:
- Enable Web Services
- Add Mineraltree to Web Services Authorizations
- Disable payment approvals
- Enable Duplicate Numbering
- Enable Reclassification
- Find Company/Entity ID
To begin, log in to your Intacct account.
Enable Web Services
1. Log in to your Intacct account with an administrator role. Select Company > Admin > Subscriptions.
2. Scroll down to Web Services and make sure it is toggled on.
3. A message will display indicating that you might incur additional charges with this subscription. MineralTree is an Intacct Ready Partner, so Intacct will waive these fees. Please contact your Intacct Representative to ensure that you are not charged.
Add Mineraltree to Web Services Authorizations
1. Select Company > Company Info.
2. Select the Security tab and then click Edit.
4. Scroll down to Web Services authorizations, and click Add. Add the Mineraltree sender ID and press Save. Please note that it is case-sensitive. It must be entered exactly as "Mineraltree" in the Sender ID field.
Disable Payment Approvals (Optional)
*If paying bills in Intacct still you may elect to keep this enabled, it will require approval in both MineralTree and Intacct for payments to post (MineralTree will still process payment prior to Intacct approval).
1. Navigate to Accounts Payable > Setup > Configuration.
2. In the Payment approval settings section, ensure that Enable AP payments approval is unchecked. Press Save.
Enable Duplicate Numbering (Optional)
1. Scroll back up to the Document Sequencing section.
2. Under If bills, checks, or adjustments are assigned duplicate numbers, select "Do nothing" or "Do not allow transactions to be created" Click Save.
Require Numbers On
- Go to the Document Sequencing section.
- Under Require Numbers On, check off "Bills, Adjustments, and recurring bills only. Click Save
Enable Reclassification
1. Navigate to Accounts Payable > Setup > Configuration.
2. Select Enable Reclassification of Bills and Adjustments.
Once you complete the above steps, return to MineralTree to establish your connection with Intacct.
Find Company ID
Sign into Intacct to verify your Company ID. This must be entered into MineralTree exactly as it appears in Intacct. To view your Company ID, click on Company > Company Info.
The Company ID will be found on the following page.
Find your Intacct Entity ID
Navigate to Company > Entities.
The Entity IDs are shown in a list on the following page and are made up of numbers only. Please note the Entity ID for the Entity that you would like to use in MineralTree.