Sage Intacct supports a multi-entity structure, where organizations can operate using a top-level entity and multiple location entities. As part of this setup, Sage Intacct provides an Entity restriction setting called Restrict access to top-level entity only. When this setting is enabled in Sage Intacct, records can only be created at the top level. This helps maintain a centralized view, ensures consistent reporting, and simplifies data management.
How does this affect your Sage Expense Management integration with Sage Intacct?
When this setting is enabled:
Sage Expense Management can access only the top-level entity
Location entities would not be accessible
As a result, location entities will not be available for selection during integration setup
You will only be able to connect Sage Expense Management to the top-level with the current Sage Intacct configuration
How to allow access to location entities
If you want to connect Sage Expense Management to location entities, you need to update this setting in Sage Intacct.
Log in to your Sage Intacct account
Navigate to Company > Admin > Subscriptions
Under Applications, look for the setting Multi-entity management and click on Configure
Under Entity restrictions, you'll find a setting called Restrict access to top level only
Make sure you uncheck the checkbox
Save your changes
Once you've disabled the setting, return to Sage Expense Management and click on Refresh to sync the latest changes made in Sage Intacct. You will now be able to view and select location entities.
Important note
If you do not want to change any settings in Sage Intacct and prefer to connect Sage Expense Management with Sage Intacct at the top level only, then you are not required to make any changes. Just proceed by selecting the top level as the location entity below.