Purchasing multi-entity guidelines

Some Sage Intacct applications work differently in a multi-entity shared company. It can be helpful to prepare for these differences to ensure you work efficiently in the application.

Purchasing transactions

Learn more about Purchasing transaction definitions and Purchasing transactions.

Top level

• Transaction definitions created at the top level can be used at the top level and entity level.
• Transactions created at the entity level from a top level transaction definition can be converted, edited, and viewed at the top or entity level.

Entity level

• Transactions created at the top level must be converted, edited, and viewed at the top level.
• Transactions created from an entity-private transaction definition must be converted, edited, and viewed at the entity level.
• Transaction definitions created at the entity level can only be used at the entity level.
• Transaction definitions created at the entity level with default values for department or location can only be used to create transactions at the entity level.

Reclassification

Transactions cannot originate in Purchasing.

Multi-base currency guidelines

Learn about multi-base currency guidelines.

For subscription information

Contact your Sage Intacct account representative.