Accounts Receivable

Post permissions required when importing posted transactions

We've updated the CSV import for AR AR sales invoices and AR adjustments to enforce the permissions required for importing posted transactions. This change provides greater security and control over your financial data.

By requiring specific post permissions, we ensure that only authorized users can import posted transactions, protecting your financial data from unauthorized changes. This update aligns with permissions required for CSV import requirements in other areas of Sage Intacct, improving consistency. Users without post permissions can still import transactions as drafts, provided they have Add permissions.

Details

• Users importing posted AR AR sales invoices must have AR sales invoices: Add, Post permissions.
• Users importing posted AR adjustments must have Adjustments: Add, Post permission.
• Users without Post permissions can import AR sales invoices and adjustments as drafts, as long as they have Add permissions.

Permissions and other requirements

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Accounts Receivable AR sales invoices: Add, Post Adjustments: Add, Post