Copy a URL to Sage Intacct records or transactions

Intacct makes it easy to collaborate by enabling you to copy the URL for a specific record or transaction, which you can then include in emails and other communications. For example, you could email a colleague about a sales order and actually include a link to the sales order itself.

Copy a URL

Wherever you are in Intacct, the option to copy a URL is available from the right side of the menu bar.

To copy a URL for an Intacct record:

  1. Go to the page of interest.

    For example, if you want to include the URL to a sales order, go ahead and open the sales order.

  2. Select Bookmarks in the top-right portion of the navigation bar and select Copy link for this page.
  3. The URL that you need appears in a dialog for easy copying.
For multi-entity companies: You can copy URLs at either the top level or the entity level, but the recipient of the URL must have access to the same level. If you copy a URL at the entity level and the recipient doesn't have direct login access to the entity, selecting the URL takes the recipient to the top level of the company, where they can then slide into the entity and view the page.

Include URLs in customizations and platform applications (for developers)

You can use record URLs in your automated solutions, including:

  • Smart events or other customizations implemented through Customization Services
  • Applications developed through Platform Services

Most often used for Smart events, you can now refer to a record URL in automated emails sent through customization services. The merge field for the record URL is in the format:

{!OBJECT.RECORD_URL!}

For example, suppose that you're using a Smart event to check for new invoices that exceed $5,000. When a user posts an invoice that exceeds that amount, the Smart event automatically kicks off an email to the AR supervisor with the invoice total and a link back to the invoice in Intacct.

     {!USERINFO.LOGINID!} has created an invoice for {!ARINVOICE.TOTALENTERED!}.
     Select to review the invoice in Intacct:
     {!ARINVOICE.RECORD_URL!}

Which records have URLs that can be copied?

All Intacct records and transactions have a unique URL, which you can copy and paste as needed.

Copying a URL is currently not available for lists and reports. If a URL is not available for a page, you'll be notified when you select Copy URL for the page on the star menu.

Who has permission to view the record when the URL is selected?

Only Intacct users who have permission to log in to the company and to view the specific record will be able to access the record through the URL. This means that unauthorized users can't access a record simply by selecting the link.

If the user has permission to the record and is already signed into Intacct, selecting the link will take them directly to the record so they can view it. Otherwise, they'll be asked to log in first.