Sage Intacct in chat
Connect Sage Intacct once for the organisation, then ask Centrus about invoices, bills, customers, vendors and projects, or ask it to save a draft for you.
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What it does
Sage Intacct connects Centrus chat to your organisation's Sage Intacct company. Once it is set up, you can ask about invoices, customers, receipts, bills, vendors and projects in an ordinary chat, and Centrus looks the answer up in Sage Intacct while you wait. It can also make changes when you ask, such as a draft invoice or a draft bill, and it asks you to confirm before it writes anything.
Connect and manage external services
Connect Microsoft Excel to create and manage workbooks through Centrus.
- Ask “Create an Excel workbook for tracking tasks”
- Generate professional workbooks with data and formatting
- Produce data tables, reports, and tracking sheets
- Secure OAuth2 connection
Connect Microsoft Word to create and edit documents through Centrus.
- Ask “Put this in MS Doc” or “Create a Word document”
- Generate structured documents with headings and lists
- Files are saved to your OneDrive as real .docx
- Secure OAuth2 connection
Connect your Microsoft Outlook account for email and calendar access through Centrus.
- Send and read Outlook emails
- Schedule and manage calendar events
- Check free/busy times and availability
- Secure OAuth2 connection
Configure your organisation\u2019s BigChange REST connection. Other users can then Enable it for chat.
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Configure your organisation’s Sage Intacct connection. Other users can then Enable it for chat.
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
- Create a draft invoice, bill, customer, vendor, or project (nothing is deleted)
- Record a draft AR or AP payment (not posted cash until you ask to post)
- Create a recurring invoice or recurring bill schedule
Configure your organisation\u2019s Ostara connection. Other users can then Enable it for chat.
- Look up a work order by number
- Accept a work order
- Set an ETA
- Add a note
- Set a client reference
- 1Integrations, in the menu on the left.
- 2The Sage Intacct card. It reads Not Connected until an administrator connects it.
- 3Connect, where an organisation administrator enters the Sage Intacct credentials.
- 4How to Use, with questions to start with.
An administrator connects Sage Intacct once for the whole organisation, and everyone else then clicks Enable on the same card. Agents connect to Sage Intacct separately, on their own step: see Sage Intacct in Agent Builder. Connecting chat does not connect Agent Builder. Centrus works alongside Sage Intacct. It does not replace it.
Before you start
- An organisation administrator to connect it. Centrus accepts the credentials only from an administrator. For everyone else, Connect stays greyed out until an administrator has connected.
- Sage Intacct Web Services credentials: the company ID, a sender ID and sender password from the Web Services developer licence, and a Web Services user ID and password. Entity ID is optional, and only for a company that uses more than one entity.
- The Web Services subscription turned on in Sage Intacct, the sender ID authorised, and a Web Services user that is allowed to read and change the records you care about. Sage Intacct decides what that user may do. A user set up to read only will turn changes down.
Company ID
Your company in Sage Intacct.
Sender ID
The Web Services developer licence from Sage.
Sender password
Issued with that licence. Stored encrypted.
Web Services user ID
The user Centrus signs in as.
Web Services password
Emailed when that user is created. Stored encrypted.
Entity ID
Optional. Multi-entity companies only.
In Sage Intacct, enable the Web Services subscription, add the sender ID under Company, then Security, then Web Services authorizations, and create the Web Services user under Company, then Admin, then Web Services users. The sender password is issued by Sage with the licence. The user password is emailed when the user is created.
The form in the next section is the one Centrus shows by default, with Sender ID and Sender password on it. Those two boxes are hidden only when the Centrus server is set up to hold the sender licence itself. In that case the note on the form asks you to authorise Centrus's sender ID under the same Web Services authorizations menu, and Centrus will give you that sender ID. You still enter the company ID, the Web Services user and, if you need it, the entity ID.
The credentials belong to the organisation, not to one person. Everyone who enables Sage Intacct works through the same Web Services user, so a change made from chat is made as that user, whoever asked for it.
Connect Sage Intacct
- 1Open Integrations from the menu on the left and find the Sage Intacct card.
- 2Click Connect. The Connect Sage Intacct window opens.
- 3Enter the Company ID, Sender ID, Sender password, Web Services user ID and Web Services password. Add an Entity ID only if this company uses more than one entity.
- 4Click Connect.
Configure your organisation’s Sage Intacct connection. Other users can then Enable it for chat.
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
Configure your organisation\u2019s BigChange REST connection. Other users can then Enable it for chat.
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
*Company ID
MeridianFM*Sender ID
MeridianWS*Sender password
••••••••••••••••*Web Services user ID
centrus.chat*Web Services password
••••••••••••••••Entity ID
Optional, multi-entity onlyEnter Sage Intacct Web Services credentials for your organisation. You need a sender ID (Web Services developer licence from Sage), your company ID, and a Web Services user. In Intacct: enable the Web Services subscription, add the sender ID under Company → Security → Web Services authorizations, and create the Web Services user under Company → Admin → Web Services users. The sender password is issued by Sage with the licence; the user password is emailed when the user is created.
Secure: credentials are encrypted at rest and only used to call Sage Intacct on your behalf. You can disconnect at any time from this page. Connecting chat does not connect Agent Builder.
- 1Company ID, your company in Sage Intacct.
- 2Sender ID, from the Web Services developer licence. The sender password sits under it.
- 3Web Services user ID. The Web Services password sits under it, hidden as you type.
- 4Connect, which checks the credentials with Sage Intacct before saving them.
Before anything is saved, Centrus signs in to Sage Intacct at https:/ and asks for a session. Only if Sage Intacct accepts the credentials is the connection saved. The Web Services password is encrypted, and so is the sender password when you entered one. You then see Successfully connected to Sage Intacct, and the card changes to Connected, with a green line reading Connected to company and your company ID.
The blue note under the boxes is the one most organisations see, because the window includes the sender fields unless Centrus is holding the sender licence. It ends with Secure: credentials are encrypted at rest and only used to call Sage Intacct on your behalf. You can disconnect at any time from this page. Connecting chat does not connect Agent Builder.
Configure your organisation’s Sage Intacct connection. Other users can then Enable it for chat.
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
Configure your organisation\u2019s BigChange REST connection. Other users can then Enable it for chat.
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
*Company ID
MeridianFM*Sender ID
MeridianWS*Sender password
••••••••••••••••*Web Services user ID
centrus.chat*Web Services password
••••••••••••••••Entity ID
Optional, multi-entity onlyEnter Sage Intacct Web Services credentials for your organisation. You need a sender ID (Web Services developer licence from Sage), your company ID, and a Web Services user. In Intacct: enable the Web Services subscription, add the sender ID under Company → Security → Web Services authorizations, and create the Web Services user under Company → Admin → Web Services users. The sender password is issued by Sage with the licence; the user password is emailed when the user is created.
Secure: credentials are encrypted at rest and only used to call Sage Intacct on your behalf. You can disconnect at any time from this page. Connecting chat does not connect Agent Builder.
If anything is wrong, the window stays open so you can correct it. The messages you may see are:
- Could not verify Sage Intacct credentials, shown in the window under Connection Failed and again at the top of the page: Sage Intacct did not accept the sign-in. Check each value for a missing character or a stray space, and check that the Web Services user is still active.
- Please enter your Intacct company ID, Please enter your Web Services sender ID, Please enter the sender password, Please enter the Web Services user ID or Please enter the Web Services password, under a box: that box is empty. Entity ID can be left empty.
- Only organisation administrators can connect Sage Intacct. Your account is not an administrator. Ask one to connect.
- Sage Intacct sender ID is not configured. The form expected Centrus to supply the sender licence, and the server has no sender ID to use. Ask whoever looks after Centrus for your organisation.
- Missing required Sage Intacct credentials: company ID, Web Services user, and password, or the same sentence for the sender ID and sender password: a required value was blank when Centrus checked it.
Enable it for everyone else
Once an administrator has connected, everyone else sees Organisation connected by: with that person's name on the card, and the greyed-out Connect becomes Enable. Clicking Enable copies that administrator's connection onto your own account, so you never need the credentials yourself. You see Successfully connected to Sage Intacct, and the card shows Connected with the company ID.
Enable copies the administrator's row only. It does not copy from a colleague who has only clicked Enable. Chat then uses your own copy. If the administrator connects again with a new password, your copy does not pick that up by itself: click Disconnect, then Enable, to take a fresh one.
Connect Sage Intacct to look up and draft invoices, customers, AR payments, bills, vendors and projects through Centrus.
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
- Create a draft invoice, bill, customer, vendor, or project (nothing is deleted)
- Record a draft AR or AP payment (not posted cash until you ask to post)
- Create a recurring invoice or recurring bill schedule
Connect Sage Intacct to look up and draft invoices, customers, AR payments, bills, vendors and projects through Centrus.
Organisation connected by: John Martin
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
- Create a draft invoice, bill, customer, vendor, or project (nothing is deleted)
- Record a draft AR or AP payment (not posted cash until you ask to post)
- Create a recurring invoice or recurring bill schedule
Connect Sage Intacct to look up and draft invoices, customers, AR payments, bills, vendors and projects through Centrus.
✓ Connected to company MeridianFM
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
- Create a draft invoice, bill, customer, vendor, or project (nothing is deleted)
- Record a draft AR or AP payment (not posted cash until you ask to post)
- Create a recurring invoice or recurring bill schedule
Integrations works the same way in a phone browser, with the cards in a single column. Scroll to Sage Intacct and tap Enable. Each person enables once, and Sage Intacct is then available to them in every chat, including Chat in the web app.
Centrus
Connect and manage external services
Connect BigChange REST to look up jobs, quotes, invoices, purchase orders and sites through Centrus.
- List and look up jobs, sites and contacts
Connect Sage Intacct to look up and draft invoices, customers, AR payments, bills, vendors and projects through Centrus.
Organisation connected by: John Martin
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
Connect Xero to list invoices, raise bills, and look up contacts through Centrus.
- List and look up sales invoices and bills
Ask your first questions
Open Chat, start a chat and ask the way you would ask a colleague in finance. Sage Intacct is available in every chat once you have enabled it, whichever tag you choose. How to Use on the card opens How to use Sage Intacct with Centrus, or with the name your organisation has set for the AI.
How to use Sage Intacct with CentrusSage Intacct in chat
Ask Centrus to list or look up invoices, customers, AR payments, bills, vendors and projects, or to create drafts, from your connected Intacct company. Invoices, bills, and payments stay drafts until you ask to post. Draft payments are not posted cash. There is no delete. Connecting chat does not connect Agent Builder.
List invoices: “Which invoices are overdue?”
List customers: “List our Sage customers.”
List AR payments: “What AR payments came in this week?”
List bills: “Which bills are unpaid?”
List vendors: “List our Sage vendors.”
List projects: “What Sage projects are active?”
Create a draft invoice: “Draft an invoice for Northgate Housing for the October call-out.”
Create a recurring invoice or bill: “Set up a monthly recurring invoice for the support contract.”
Organisation connection
An organisation administrator pastes the Web Services credentials once. Other users Enable the same company. Disconnect removes only your own access; the administrator’s connection remains for the rest of the team.
The window groups examples under Invoices, Customers, AR payments, Bills, Vendors, Projects, and Drafts and schedules. Four to start with:
- “Which invoices are overdue?”
- “What AR payments came in this week?”
- “Which bills are unpaid?”
- “Draft an invoice for Northgate Housing for the October call-out.”
John Martin
last message sent: less than a minute ago
Which invoices are overdue?
3 invoices were due before today, Friday 09/10/2026, are posted or part paid, and still have an amount due. Drafts are not included:
| Invoice | Customer | Due | Amount due |
|---|---|---|---|
| INV-1042 | Northgate Housing | 18/09/2026 | £1,840.00 |
| INV-1066 | Riverside House | 28/09/2026 | £860.40 |
| INV-1071 | Harbour View Apartments | 30/09/2026 | £2,150.00 |
INV-1071 is the largest of the three.
While Centrus works, the panel above the answer names each look-up as it happens, such as Listing invoices in Sage or Getting an invoice from Sage. The name on that line says Sage, which is this connection. When the answer is ready, the panel folds to Worked with the number of steps. Open it to see exactly what Centrus looked up before it answered.
A question with no date still has to fit in one page of results, so name a week, a customer or a state when you can. Carry on in the same chat, with questions like “Which of those are Northgate Housing?” or “Draft a bill for that vendor”, and Centrus keeps track of the invoice or vendor you were talking about.
What you can ask
Centrus has 26 Sage Intacct tools in chat, 12 that read and 14 that change data, and it picks the right ones from what you ask, so you never choose them yourself. Every tool is listed in the reference.
Invoices
“Which invoices are overdue?”
“Show me invoice INV-1042.”
Customers
“List our Sage customers.”
“Look up Northgate Housing.”
AR payments
“What AR payments came in this week?”
“Show me the receipt against INV-1042.”
Bills
“Which bills are unpaid?”
“Open the City Plumbing bill.”
Vendors
“List our Sage vendors.”
“Look up vendor City Plumbing.”
Projects
“What Sage projects are active?”
“Show me the Riverside House project.”
Drafts
“Draft an invoice for Northgate Housing for the October call-out.”
“Draft a bill for City Plumbing, £86.40.”
Schedules
“Set up a monthly recurring invoice for the Riverside House contract.”
“Set up a monthly recurring bill for the maintenance contract.”
- Invoices. List AR invoices by due date, state or a date window, including ones that are still unpaid, and open one invoice. Centrus can create a draft invoice and update a draft. A new invoice stays a draft unless you ask to post it. Nothing is emailed from chat.
- Customers. List customers and open one by name or id. Centrus can create a customer and update the name, email, phone or whether the customer is active. It cannot delete a customer.
- AR payments. List receipts against customer invoices, and open one receipt. Centrus can record a draft receipt. A draft receipt is not posted cash and is not in the bank until you ask to post it.
- Bills. List AP bills, including ones that are still unpaid, and open one bill. Centrus can create a draft bill and update a draft. A new bill stays a draft unless you ask to post it.
- Vendors. List vendors and open one. Centrus can create a vendor and update it. It cannot delete a vendor.
- Projects. List projects and open one, when the Projects module is turned on in Sage Intacct. If it is not, the list comes back empty. Centrus can create a project and update it. The category is one of contract, capitalised, internal non-billable or internal billable. Sage Intacct stores capitalised as capitalized.
- Drafts. The usual change is a draft invoice or a draft bill. Say the customer or vendor, the date, the amount and the description, and say if you want it left as a draft. Posting is a separate ask.
- Schedules. Centrus can create a recurring invoice or a recurring bill: daily, weekly, monthly or yearly, from a start date, for a customer or a vendor. A schedule is created straight away. There is no draft state for it.
Opening one record uses Sage Intacct's record key. You do not need to know it. Ask by invoice number, customer name or vendor name, and Centrus lists first, then opens the matching row. Record keys are text, even when they look like numbers, so “show me invoice 1042” means the invoice numbered 1042, not a sum.
When you give a period, invoices and bills are filtered on the due date unless you name another date, such as the invoice date or the date the record was last changed. Receipts are filtered on the date they were created. Customers and vendors are filtered on the date they were last changed. Projects are not filtered by date.
“Unpaid” and “overdue” mean a row that still has an amount due. For an invoice, the state has to be posted, partially paid or selected. For a bill, it can also be submitted or partially approved. A draft is left out. A row with nothing left to pay is left out.
John Martin
last message sent: less than a minute ago
Which invoices are still unpaid, and were due before 01/10/2026?
3 invoices were due before 01/10/2026, are posted, part paid or selected, and still have an amount due. Drafts are not included:
| Invoice | Customer | Due | Amount due |
|---|---|---|---|
| INV-1066 | Riverside House | 28/09/2026 | £860.40 |
| INV-1071 | Harbour View Apartments | 30/09/2026 | £2,150.00 |
| INV-1054 | Northgate Housing | 18/09/2026 | £640.00 |
INV-1071 is the largest of the three.
Making changes
14 of the 26 tools change data in Sage Intacct: they create or update an invoice, a bill, a customer, a vendor or a project, record a draft receipt or a draft supplier payment, or create a recurring invoice or a recurring bill. Each change shows as its own step in the panel above the answer, such as Creating an invoice in Sage.
Centrus asks you in the chat before it changes anything. There is no separate approval screen. Say yes, name the customer or vendor, give the amounts and dates, and say whether the document should stay a draft. Then check the result in Sage Intacct.
John Martin
last message sent: less than a minute ago
Yes. Create the draft invoice for Northgate Housing: boiler service at Riverside House, labour £480, due 31/10/2026. Do not post it.
Done. Draft invoice INV-1094 is in Sage Intacct for Northgate Housing, dated 09/10/2026 and due 31/10/2026. It has not been posted.
| Description | Quantity | Amount |
|---|---|---|
| Boiler service, Riverside House | 1 | £480.00 |
Open it in Sage Intacct to check it before you ask Centrus to post it.
A new invoice and a new bill are saved as drafts. The same is true of a new receipt and a new supplier payment: a draft receipt is not posted cash, and a draft supplier payment sits in the outbox rather than clearing the bank. Ask Centrus to post only when you want Sage Intacct to submit the document. There is no separate submit button in chat. Posting happens on that same request.
A line on an invoice or a bill needs an amount and a GL account, or an account label. Say the customer by the customer id Sage Intacct already uses, and the vendor by the vendor id, not by the internal record key. If you only know the name, ask Centrus to look it up first.
Some changes cannot be taken back from chat:
- There is no delete. Centrus cannot delete an invoice, a bill, a customer, a vendor, a project, a payment or a schedule. Remove it in Sage Intacct, where Sage Intacct allows it.
- Posting a draft has no matching tool to unpost it. Reverse or void it in Sage Intacct.
- A recurring schedule is created as the schedule itself. There is no draft, and chat cannot delete it.
- Recording a payment, even as a draft, cannot be deleted from chat.
- Asking again with the same details does not create a second copy. Sage Intacct treats it as the same request. You may see Sage Intacct already recorded this request. It was not created again. Change a number or a description if you do want another one.
There is no tool that applies one change to every row of a list. Each create or update is one record. If you want the same invoice every month, ask for a recurring invoice instead of editing a list. The schedule needs the customer, the lines, how often it repeats and the start date. It does not change invoices that are already there.
John Martin
last message sent: 1 minute ago
Yes. Set up a monthly recurring invoice for Northgate Housing: £480 on the first of each month from 01/11/2026, for the Riverside House contract.
The recurring invoice schedule is saved in Sage Intacct. It will raise £480 on the first of each month from 01/11/2026. There is no draft for a schedule: this one is already created, and it does not change invoices already in Sage Intacct.
A list Centrus has just fetched is only the rows from that look-up. You can ask a follow-up about those rows in the same chat. You cannot point at the whole list and post, pay or edit every row in one step.
Who can use Sage Intacct in chat
Sage Intacct has no tool list in Settings, and editing a team does not include Sage Intacct tools. The Integrations overview describes the tool screens used by BigChange REST and Simpro. Those screens do not appear for Sage Intacct. Anyone who has clicked Enable can use all 26 tools.
Configure your organisation’s Sage Intacct connection. Other users can then Enable it for chat.
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
Connect Sage Intacct to look up and draft invoices, customers, AR payments, bills, vendors and projects through Centrus.
Organisation connected by: John Martin
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
John Martin
last message sent: less than a minute ago
Draft a bill for City Plumbing for the valves at Riverside House, £86.40. Do not post it.
I can create that as a draft bill in Sage Intacct for City Plumbing, £86.40, and leave it unposted. Shall I go ahead?
- 1The Settings tabs. Sage Intacct is not among them.
- 2Connect, shown to an organisation administrator.
- 3Enable, which turns on every Sage Intacct tool for that person.
- 4Centrus asks in the chat before it creates or updates anything.
What each person can do in Sage Intacct is decided by the Web Services user the administrator connected, not by a tick against their name in Centrus. The card lists the same seven lines for everyone. The only extra control in chat is the confirm step: Centrus is told to wait until you agree before it creates or updates a draft, records a payment, or creates a schedule.
Sage Intacct
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
- Create a draft invoice, bill, customer, vendor, or project (nothing is deleted)
- Record a draft AR or AP payment (not posted cash until you ask to post)
- Create a recurring invoice or recurring bill schedule
Organisation connection
An organisation administrator pastes the Web Services credentials once. Other users Enable the same company. Disconnect removes only your own access; the administrator’s connection remains for the rest of the team.
Limits
- Pages. A list is fetched 100 rows at a time. In one step Centrus can ask for up to 5 pages, which is 500 rows. If you do not name a tight filter, the first look-up is often a single page. If more rows match, the result is marked truncated. Narrow the question by date, customer, vendor or state. There is no saved list to continue tomorrow, and there is no way to start at page 6.
- Unpaid lists. Unpaid invoices and unpaid bills are picked out after those pages come back. A company with a long history can have unpaid rows past the 500 row cap, and those rows are not in the answer. Give a due date range.
- Dates. With a period and no date named, invoices and bills filter on the due date. Receipts filter on the created date. Customers and vendors filter on the date they were last changed. You can ask for this week, the last 30 days, last week (Monday to Sunday), a week that starts on a day you name, or a from and to date. Projects are not filtered by date.
- One company. The card holds one Sage Intacct company, the one on the administrator's connection. Entity ID limits that connection to one entity. A single question can name a different entity, and Centrus will use it for that call if the Web Services user is allowed to.
- One record at a time. Changes are not applied to a whole list in one step. See Making changes.
- Drafts and posting. Invoices, bills and payments stay drafts unless you ask to post. A draft payment is not posted cash. A recurring invoice or recurring bill has no draft: the schedule is created when you confirm.
- The same request twice. An identical create is not written again unless a number or a description changes.
- Projects. If the Projects module is not subscribed, the list is empty and a request for one project comes back with nothing to show. Create and update still need the module.
- Waiting. Each request to Sage Intacct waits up to 60 seconds. If it does not answer, you see Sage Intacct request failed. Centrus does not retry that call for you. Ask again.
- No PDF, and no delete. Chat cannot download an invoice or bill PDF, and it cannot delete or void a record.
- Permissions. The Web Services user can only do what Sage Intacct allows that user to do. A refusal comes back in Sage Intacct's own words.
John Martin
last message sent: less than a minute ago
Which invoices are still unpaid, and were due before 01/10/2026?
The Working line names the look-up while Centrus is fetching it. When the answer is ready, the line folds into Worked.
Disconnect
Disconnect on the card removes your own connection only. It happens straight away, without asking you to confirm, and you see Integration disconnected. If an administrator's connection is still there to copy, the card goes back to Enable (or to Connect, if you are an administrator), so you can turn Sage Intacct on again.
Connect Sage Intacct to look up and draft invoices, customers, AR payments, bills, vendors and projects through Centrus.
✓ Connected to company MeridianFM
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
Connect Sage Intacct to look up and draft invoices, customers, AR payments, bills, vendors and projects through Centrus.
Organisation connected by: John Martin
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
- 1Disconnect, which removes your own connection without asking you to confirm.
- 2Enable, to turn Sage Intacct back on from the administrator's connection.
Centrus looks for the connection that was marked as the organisation's, and if that row has gone it uses an administrator's remaining copy. It will not copy from someone who only clicked Enable. People who have already enabled keep working from their own copy. A person who has not enabled yet can still click Enable while an administrator's connection remains.
If the administrator who connected disconnects, and no other administrator still has a Sage Intacct connection, new people cannot enable until an administrator connects again. The people who already enabled still can, until their own copy stops working. To stop every copy at once, change or retire the Web Services user in Sage Intacct. Copies do not pick up a new password by themselves, so once new credentials are issued, the administrator connects again and everyone else clicks Disconnect, then Enable.
Troubleshooting
- Centrus answers as though Sage Intacct is not connected. Check that the card says Connected for you, and click Enable if it shows Organisation connected by. If the card already says Connected, click Disconnect, then Enable, to take a fresh copy.
- Sage Intacct is not connected. Your account has no copy of the connection. Click Enable, or ask an administrator to connect first.
- Stored Sage Intacct password is invalid. Please reconnect. or Stored Sage Intacct sender password is invalid. Please reconnect. The saved secret can no longer be read. An administrator connects again, then everyone else clicks Disconnect and Enable.
- Sage Intacct credentials are incomplete. Please reconnect. The saved company ID, user or password is missing. Connect again.
- No Sage Intacct connection found. Please ask your administrator to connect first. You clicked Enable, but no administrator's connection is left to copy.
- Could not verify Sage Intacct credentials. Sage Intacct refused the sign-in while connecting. Check the company ID, the sender licence and the Web Services user, including that the sender ID is authorised under Web Services authorizations.
- Only organisation administrators can connect Sage Intacct. Ask an administrator to use Connect. You use Enable.
- Sage Intacct sender ID is not configured. The form is the shorter one, without sender boxes, but the server has no sender licence to use. Ask whoever looks after Centrus for your organisation.
- Sage Intacct request failed, or Sage Intacct HTTP followed by a number. The call did not get a usable answer within 60 seconds, or Sage Intacct returned an error page. Ask again. If Sage Intacct's own description comes back with it, that description is the reason, often a permission on the Web Services user.
- Sage Intacct already recorded this request. It was not created again. You asked for the same create twice. Change a number or a description if you need another record, or open the one that was saved.
- A draft did not post. Posting only happens when you ask for it. Say that you want it posted, and confirm when Centrus asks.
- Projects come back empty. The Projects module is not turned on for this company, or the question had a date on it. Projects are not filtered by date. Check the module in Sage Intacct.
- An unpaid list looks short. The unpaid filter runs after the pages are fetched, and a step stops at 500 rows. Ask again with a due date range.
- The answer stops part way through a long list. Ask Centrus to narrow it. It cannot continue past five pages of 100 rows.
John Martin
last message sent: less than a minute ago
Which invoices are overdue?
I couldn't list the invoices. Sage Intacct said Stored Sage Intacct password is invalid. Please reconnect. Ask an administrator to connect Sage Intacct again on Integrations, then click Disconnect and Enable.
Tools and endpoints reference
There are 26 Sage Intacct tools in chat: 12 read from Sage Intacct and 14 change data. Chat does not list them in Settings, so the names below are short names for what each one does. Every tool calls the Sage Intacct XML gateway at https:/. A list is a query, and opening one record is a read, on the object named in the table. A change is the XML function named in the table. Where a get needs a key, Centrus uses the record key, which it can take from a list if you give an invoice number or a name.
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List invoices | Lists AR invoices. With a period and no other date named, it filters on the due date. Unpaid keeps posted, partially paid and selected rows that still have an amount due. | Reads | query ARINVOICE |
| Get invoice | Opens one AR invoice by its record key. | Reads | read ARINVOICE |
| Create invoice | Creates an AR invoice. It is a draft unless you ask to post. Needs the customer id, the invoice date, a due date or a payment term, and lines with an amount and a GL account or account label. | Changes | create_invoice |
| Update invoice | Updates an AR invoice. It stays a draft unless you ask to post. | Changes | update_invoice |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List customers | Lists customers. With a period, it filters on the date the customer was last changed. | Reads | query CUSTOMER |
| Get customer | Opens one customer by its record key. | Reads | read CUSTOMER |
| Create customer | Creates a customer from a customer id and a name. Email and phone are optional. Status defaults to active in Sage Intacct. | Changes | create CUSTOMER |
| Update customer | Updates a customer. Needs the record key or the customer id. | Changes | update CUSTOMER |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List AR payments | Lists receipts against customer invoices. With a period, it filters on the created date. | Reads | query ARPYMT |
| Get AR payment | Opens one AR payment by its record key. | Reads | read ARPYMT |
| Record AR payment | Records a receipt. It is a draft, and not posted cash, unless you ask to post. Needs a payment method, the customer id, the receipt date, a currency, the invoices it applies to, and either a bank account or an undeposited funds account. | Changes | create ARPYMT |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List bills | Lists AP bills. With a period and no other date named, it filters on the due date. Unpaid keeps posted, partially paid, selected, submitted and partially approved rows that still have an amount due. | Reads | query APBILL |
| Get bill | Opens one AP bill by its record key. | Reads | read APBILL |
| Create bill | Creates an AP bill. It is a draft unless you ask to post. Needs the vendor id, the bill date, a currency, a due date or a payment term, and lines. | Changes | create APBILL |
| Update bill | Updates an AP bill. It stays a draft unless you ask to post. | Changes | update APBILL |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List vendors | Lists vendors. With a period, it filters on the date the vendor was last changed. | Reads | query VENDOR |
| Get vendor | Opens one vendor by its record key. | Reads | read VENDOR |
| Create vendor | Creates a vendor from a vendor id and a name. Email and phone are optional. | Changes | create VENDOR |
| Update vendor | Updates a vendor. Needs the record key or the vendor id. | Changes | update VENDOR |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List projects | Lists projects. If the Projects module is not subscribed, the list is empty. A date on the question is not applied. | Reads | query PROJECT |
| Get project | Opens one project by its record key. If the module is unavailable, there is nothing to show. | Reads | read PROJECT |
| Create project | Creates a project from a name and a category: contract, capitalised, internal non-billable or internal billable. Sage Intacct stores capitalised as capitalized. The project id is required when document sequencing is off. | Changes | create PROJECT |
| Update project | Updates a project. The identifier is the project id, not the record key. | Changes | update PROJECT |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| Record AP payment | Records a supplier payment. A draft sits in the outbox and is not a cleared payment, unless you ask to post. Needs the bank or card it is paid from, a payment method, the vendor id, the payment date, a currency, and the bills it applies to. | Changes | create APPYMT |
| Create recurring invoice | Creates a recurring invoice schedule. There is no draft. Needs the customer id, a payment term, a start date, how often it repeats, and lines. | Changes | create_recurringinvoice |
| Create recurring bill | Creates a recurring bill schedule. There is no draft. Needs the vendor id, a payment term, a start date, how often it repeats, and lines. | Changes | create_recurringbill |