Re-Leased is designed to operate in conjunction with Sage Intacct accounting software.
If you decide to use Sage intacct Integration, your Re-Leased data will be integrated with the data in Sage Intacct and will be kept up to date with regular nightly syncs.
Your financial settings (i.e. your Accounts, Tax details, etc.) will then be managed in Sage Intacct while your daily transactions (i.e. your Invoices and bills) can be managed in both Re-Leased and Sage Intacct.
Once you are integrated with Sage Intacct, the items that are managed in Sage Intacct are no longer managed in Re-Leased. These items are the Dimensions (Property Tracking in Re-Leased), Tax Detail (Tax Types in Re-Leased), and Accounts (Chart of Accounts in Re-Leased).
The items that can be managed in both Re-Leased and Sage Intacct are passed between Re-Leased and Sage Intacct as part of our syncing process. The only transactions which are shared are Invoices/Bills, Adjustments, and Payments. Re-Leased is an invoice-based system, transactions processed using 'spend money' or 'receive money' (journals) in Sage Intacct are not shared between Re-Leased and Sage Intacct.
IMPORTANT NOTE: there is a 1:1 connection between each Re-Leased company and the corresponding Sage Intacct company. Once a Re-Leased company has been connected to a Sage Intacct company, it cannot be re-connected to any other Sage Intacct company.
There are several pieces of information that are synced between Sage Intacct and Re-Leased, and the sync direction is dependent on the type of information being passed.
You will no longer be able to manage your Tax Detail in Re-Leased. The sync is only one-way, from Sage Intacct to Re-Leased.
You will no longer be able to manage your Financial Accounts in Re-Leased. The sync is only one-way, from Sage Intacct to Re-Leased.
Dimensions are managed in Sage Intacct. The sync is only one-way, from Sage Intacct to Re-Leased.
Contacts can be created in both Re-Leased and Sage Intacct; any new records will be synced between both systems.
Contacts cannot be updated, archived, or unarchived in Re-Leased. This must be done from Sage Intacct.
Invoices and Adjustments
Invoices and adjustments can be created in both Re-Leased and Sage Intacct, and they will be synced with each other.
Only 'Approved' invoices from Re-Leased will sync to Sage Intacct. Invoices in Re-Leased that are Draft or Awaiting Approval will not be synced.
Voiding an invoice in Re-Leased will not void the invoice in Sage Intacct; however voiding the invoice in Sage Intacct first will sync and void the invoice in Re-Leased.
Adjustments can not be updated in Re-Leased, this needs to be done in Sage Intacct.
Invoices and Adjustment Attachments
Attachments on invoices and adjustments can be added in both Re-Leased and Sage Intacct, however they will not be synced in either direction. They will need to added manually in both systems.
Payments on invoices and adjustments can be added in both Re-Leased and Sage Intacct, and they will be synced with each other.
However, payments cannot be reversed in Re-Leased, this needs to be done in Sage Intacct by reversing the payment down to a zero balance, then performing a sync to update Re-Leased.
Please note: Deleting a payment in Sage Intacct will not result in the payment being deleted in Re-Leased.