From e81443c61ccbbd1bcd724822d327d9f6c36d0aa3 Mon Sep 17 00:00:00 2001 From: "Abdelrahman Khattab (via MelvinBot)" Date: Mon, 25 May 2026 23:08:09 +0000 Subject: [PATCH 1/4] Docs: add Update credentials instructions for Sage Intacct Add documentation for the new Update credentials option in the Sage Intacct overflow menu, covering both the Connect article FAQ and the Sage Intacct FAQ troubleshooting article. Co-authored-by: Abdelrahman Khattab --- .../sage-intacct/Connect-to-Sage-Intacct.md | 10 ++++++++++ .../Troubleshooting/Sage-Intacct-FAQ.md | 14 +++++++++++++- 2 files changed, 23 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md b/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md index 3c22545471d..2ad2cb9265b 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md @@ -182,6 +182,16 @@ Then: If auto-export fails, the specific error will appear in the report’s comment section. Once resolved, you can manually export the report from the report header. +## How do I update my Sage Intacct credentials? + +If you need to update your Web Services credentials (for example, after a password rotation): + +1. In Expensify, from the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Accounting** +2. Click the three dots **(⋮)** next to the Sage Intacct connection +3. Click **Update credentials** +4. Enter your updated Web Services user credentials +5. Click **Confirm** + ## Can I export negative expenses to Sage Intacct? Yes, but reports exported as **Expense Reports** must not have a total below $0. diff --git a/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md b/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md index 7b5d8821563..e451d0d2337 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md @@ -2,7 +2,7 @@ title: Sage Intacct FAQ description: Learn why reports may fail to export to Sage Intacct, how to manually export reports, and how to disconnect the Sage Intacct integration. keywords: Sage Intacct export FAQ, automatic export failure, manual export Sage Intacct, report not exporting, disconnect Sage Intacct integration -internalScope: Audience is Workspace Admins using the Sage Intacct integration. Covers automatic export failures, manual export requirements, and disconnecting the Sage Intacct integration. Does not cover specific Sage Intacct error codes. +internalScope: Audience is Workspace Admins using the Sage Intacct integration. Covers automatic export failures, manual export requirements, updating Web Services credentials, and disconnecting the Sage Intacct integration. Does not cover specific Sage Intacct error codes. --- # Sage Intacct FAQ @@ -42,6 +42,18 @@ If a report is in **Draft** status, clicking the export button may load an empty --- +## How Do I Update My Sage Intacct Credentials? + +Sage Intacct uses Web Services credentials (company ID, user ID, and password) that may need to be updated periodically. Unlike other integrations, you can proactively update your credentials at any time without waiting for a sync failure. + +1. Go to **Workspace > [Workspace Name] > Accounting**. +2. Click the three dots **(⋮)** next to the Sage Intacct connection. +3. Click **Update credentials**. +4. Enter your updated credentials. +5. Click **Confirm**. + +--- + ## How Do I Disconnect the Sage Intacct Integration? If you need to disconnect the integration: From 811b2644704ddb7d897c76c21180a4986178fec2 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 26 May 2026 19:26:13 -1000 Subject: [PATCH 2/4] Update Sage-Intacct-FAQ.md --- .../sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md b/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md index e451d0d2337..e0346a0eec2 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md @@ -44,7 +44,7 @@ If a report is in **Draft** status, clicking the export button may load an empty ## How Do I Update My Sage Intacct Credentials? -Sage Intacct uses Web Services credentials (company ID, user ID, and password) that may need to be updated periodically. Unlike other integrations, you can proactively update your credentials at any time without waiting for a sync failure. +Sage Intacct uses Web Services credentials (company ID, user ID, and password) that may need to be updated periodically. You can proactively update your credentials at any time. 1. Go to **Workspace > [Workspace Name] > Accounting**. 2. Click the three dots **(⋮)** next to the Sage Intacct connection. From c82602ef98acfa0362db004dd5eae61d9fbafc27 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 28 May 2026 15:21:37 -1000 Subject: [PATCH 3/4] Apply suggestions from code review Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> --- .../connections/sage-intacct/Connect-to-Sage-Intacct.md | 2 +- .../sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md b/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md index 2ad2cb9265b..a3f889b13b1 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md @@ -187,7 +187,7 @@ If auto-export fails, the specific error will appear in the report’s comment s If you need to update your Web Services credentials (for example, after a password rotation): 1. In Expensify, from the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Accounting** -2. Click the three dots **(⋮)** next to the Sage Intacct connection +2. Click the three dots **(⋮)** next to the Sage Intacct connection. 3. Click **Update credentials** 4. Enter your updated Web Services user credentials 5. Click **Confirm** diff --git a/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md b/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md index e0346a0eec2..abb06778503 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md @@ -46,7 +46,7 @@ If a report is in **Draft** status, clicking the export button may load an empty Sage Intacct uses Web Services credentials (company ID, user ID, and password) that may need to be updated periodically. You can proactively update your credentials at any time. -1. Go to **Workspace > [Workspace Name] > Accounting**. +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces** > **[Workspace Name]** > **Accounting**. 2. Click the three dots **(⋮)** next to the Sage Intacct connection. 3. Click **Update credentials**. 4. Enter your updated credentials. From 0bcdfdedd567593687dce723040426b16e95b3aa Mon Sep 17 00:00:00 2001 From: "Krishna (via MelvinBot)" Date: Sun, 31 May 2026 14:22:27 +0000 Subject: [PATCH 4/4] Apply github-actions suggestions: navigation phrasing, three-dot menu wording, missing periods Co-authored-by: Krishna --- .../sage-intacct/Connect-to-Sage-Intacct.md | 10 +++++----- .../sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md | 2 +- 2 files changed, 6 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md b/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md index a3f889b13b1..1cfbbfc1d67 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Connect-to-Sage-Intacct.md @@ -186,11 +186,11 @@ If auto-export fails, the specific error will appear in the report’s comment s If you need to update your Web Services credentials (for example, after a password rotation): -1. In Expensify, from the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Accounting** -2. Click the three dots **(⋮)** next to the Sage Intacct connection. -3. Click **Update credentials** -4. Enter your updated Web Services user credentials -5. Click **Confirm** +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces** > **[Workspace Name]** > **Accounting**. +2. Select the three dots **(⋮)** next to the Sage Intacct connection. +3. Click **Update credentials**. +4. Enter your updated Web Services user credentials. +5. Click **Confirm**. ## Can I export negative expenses to Sage Intacct? diff --git a/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md b/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md index abb06778503..0150e733a43 100644 --- a/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md +++ b/docs/articles/new-expensify/connections/sage-intacct/Troubleshooting/Sage-Intacct-FAQ.md @@ -47,7 +47,7 @@ If a report is in **Draft** status, clicking the export button may load an empty Sage Intacct uses Web Services credentials (company ID, user ID, and password) that may need to be updated periodically. You can proactively update your credentials at any time. 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces** > **[Workspace Name]** > **Accounting**. -2. Click the three dots **(⋮)** next to the Sage Intacct connection. +2. Select the three dots **(⋮)** next to the Sage Intacct connection. 3. Click **Update credentials**. 4. Enter your updated credentials. 5. Click **Confirm**.