View XML to find merge fields for transactions

View XML for Order Entry transactions to see specific merge fields that you can add to printed document templates. Copy the merge fields from the XML and paste them into your document template to display the data from Sage Intacct.

If you do not want to view XML for transactions, download and use a List of merge fields for printed document templates. You can also install and configure the Sage Intacct Printed Document Toolbar.

  1. From a list of transactions, select View next to a transaction.

  2. Select the More actions dropdown and select View as XML.

  3. Find merge fields to use.

    Press Ctrl + f to find merge fields quickly.

  4. Copy and paste the merge fields into your document template.