Connect Sage Intacct Planning
Related topicsConnect Sage Intacct Planning with Sage Intacct to navigate more easily between the two.
For example, when you're viewing a report that includes budget figures, such as a financial statement, you can drill down into the budget figure. This opens the underlying Budget report view.
From there, you're connected to Sage Intacct Planning. Using your Sage Intacct Planning credentials, you can access the application and immediately see the related budget sheet in context. This is great for users who need to reconcile the underlying budget assumptions versus actual performance.
Configure the connection
To configure the connector from Sage Intacct to Sage Intacct Planning, simply turn it on. There's no additional subscription charge, because you must already own Sage Intacct Planning to turn it on.
| Subscription | Sage Intacct Planning |
|---|---|
| User type | Business user with admin privileges |
| Permissions | Application Subscriptions: List, View, and Configure |
| Prerequisites | Web services turned on |
- Go to Company > Admin > Subscriptions.
- Find Sage Intacct Planning Reporting drill-through connector.
-
If the application is not already active, move the slider to turn it on.
The slider appears green when the application is turned on.
Learn more about using budgeting and planning with Sage Intacct.
User requirements
After the integration is turned on, users need a company ID, user ID, and password to use Sage Intacct Planning. See Create a Sage Intacct Planning account for details.
