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Excluding Invoice Items during the Sync Process

This article describes the functionality of the Do not allow to sync items check box available in Sage Intacct Connector Settings:

  • If unchecked - The Connector syncs each invoice along with the items for which the invoice requests payment.
    If you update an invoice later in Sage Intacct, YayPay syncs any updates, including updates to invoice items.
  • If checked - The Connect syncs each invoice without the items for which the invoice requests payment. When viewing invoices synced without items in YayPay, you can only see the balance due without any items listed.
    If you update an invoice later in Sage Intacct, YayPay only syncs invoice changes without syncing any changes done to invoice items.
Delete

Important

When you enable the check box and execute a sync, it erases any items from previously synced invoices (if they contain any).

Filtering Invoices by Location and Department in YayPay

Locations and departments are part of the data linked to invoice items in Sage Intacct.

Therefore, if you enable the Do not allow to sync items check box, the Connector does not sync locations and departments.

As a result, you cannot filter invoices by that data on the Invoices page.

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